Our online learning center provides resources for your entire team of comfort consultants how to get the most from Sales Builder Pro.
This is where Comfort Consultants and App Managers learn how to use the app.
"Getting this app was like getting a pay raise", current user
Search for a previously written quote and add a financing program.
Add additional job costs to the quote while building a customer proposal.
Install Manager Pro features:
Use this feature to schedule a sales call for today, a future date or to reschedule a sales call.
Learn how to make adjustments to your sale price as you build a quote.
You have a short time period to make a big impression on your prospective customer during the sales presentation.
Quote single zone and multi-zone comfort solutions.
Install Manager Pro simplifies the complexity of a ductless quote. Let the app's smart technology take care of routine install details. Build a single zone and multi-zone quote, customize the install materials and accessories.
Make the sales call more efficient. Use the Comfort Survey to tailor the sales call to your customer's needs. Collect pictures and data with the Site Survey to fill the information gap between the sale and the install.
Protect your profits, automate routine tasks and simplify the complexity of a Mitsubishi Electric ductless system quote.
Managers, maintain price book equipment, services, financing programs, customize the sales presentation and view completed proposals.
Log-in to the Management Portal with the email and password you received in the Next Steps email. Use the Forgot Password link to reset your password.
The management portal makes it easy to view and manage the calculated price of your equipment.
Introduction to the pricing rules. Learn how to adjust pricing rules and use the Manage margin tool.
Examples: Permits, labor, ductwork
Customize the install kits and kit items that are selectable in the app. Export a complete Bill of Materials.
Parts and accessories are matched to compatible Mitsubishi Electric equipment.
Install Manager Pro Smart materials: Lineset, adaptors, distribution pipe, power blocks, and extra refrigerant will automatically appear in a quote when needed.
Customize the labor options that are selectable in the app.
Use the back office management tools to identify sales and marketing teams best practices.