Learn Sales Builder Pro

• Download the app to your tablet
• Forgot your password?
• The first complete download may take up to 5 minutes.

Build your first simple quote in less than 5 minutes.

• Select equipment
• Select accessories, services, materials
• Sign the quote
• Email quote to your customer
• Complete the job in your schedule

Add additional job costs to the quote while building a customer proposal.

• Add additional job costs to a proposal.
• View what is included in the sale price of the equipment.
• New iOS beta feature.  Android version coming soon!

Use the Quick Proposal feature to build a system and apply discounts to the equipment selections. 

• Discount equipment selected on the option tab
• Discount accessories, services, and materials
• Hidden Pricing Adjustment

Search for a previously written quote and add a financing program.

• Option tab pricing
• Select a finance program
• Financed Price
• Finance Fee applies to equipment, accessories, and add-ons

Every customer is unique, personalize the quote to help your customer understand their options and what is included in the quote.

• Add custom notes to each option
• Add notes on the signature tab
• Select pre-built notes in the final notes section
• Installation Date

• Quick Proposal, View Schedule, Search, Schedule Jobs
• Sales presentation documents, videos, images
• Help desk shortcut, Refresh data, Check Versions, Download past jobs, Default settings, My profile, Logout

Use this feature to schedule a sales call for today, a future date or to reschedule a sales call.

• Add new customer
• Schedule a "job" (sales call)

Learn how to make adjustments to your sale price as you build a quote.

• Pricing adjustments
• Add accessories, services and additional materials
• Add rarely quoted equipment not included in your price book
• New feature #4 - Add Additional Job Costs (iOS beta)

You have a short time period to make a big impression on your prospective customer during the sales presentation. 

• Sales Presentation (Home Page)
• Quick Access to the Company Page
• Adjust the Proposal PDF bullet points (Why buys)

Build a Single Zone System

Build a Multi-Zone System in 3 easy steps:

Smart Materials

Recommended workflow:

Step 1: Arrive at the job

Step 2: Open, complete and save the form

Step 3: Build the customer quote

Step 4: Complete the job

Manage purchased forms:

• Edit, remove and add questions
• Edit and add sections
• Change the sort order of sections
• Set questions to require answers before saving the form

Learn more about forms available for purchase.

Topics: Tax, Gross Margin, Markup, Install Kits, Labor and Pricing Adjustments

• How is Tax applied?
• How does the Gross Margin Pricing Method work?
• How does the Markup Pricing Method work?
• What’s an Install Kit?
• Labor $ or Labor $/hr.

Topics: Tax, Gross Margin, Markup, Install Kits, Labor and Pricing Adjustments

• How is Tax applied?
• How does the Gross Margin Pricing Method work?
• How does the Markup Pricing Method work?
• What’s an Install Kit?
• Labor $ or Labor $/hr.

The Management Portal helps you run your business. Each section of the Portal allows you to customize the app simply and quickly. 

• Equipment
• Accessories
• Add-ons
• Financing

• Upload important documents for your Customer Success Specialist to review and process.
• When you upload a document directly to the management portal, a task is generated in our project management system that provides visibility and traceability to your updates.

The simple online job scheduling interface is very similar to the interface in the app.

Topics:

• View today's schedule
• Schedule new jobs

Access your equipment price book using the Management Portal:

• Export the equipment list
• Highlight required changes
• Submit to Document section of the Management Portal for processing

Add, Remove, and Update accessories as the needs for your business change.

• Edit, add or remove accessories instantaneously
• Export accessory list to submit for processing

The management portal makes it easy to Add, Remove, and Update add-ons as your business needs change.

• View Add-Ons
• Pencil Edit - model display name, cost, cash price, regular price, inactive
• Add additional items to a section
• Add brochure and thumbnail
  
  

Topics:

• Add, organize, remove and update materials
• Finance fee boost does not apply to materials
• Pricing rules never apply to materials

Topics:

• Add, edit or remove final notes
• Default on
• Send to back office

Topics:

• Add new programs
• Term, Payment Factor, Financing fee
• Edit existing programs

Topics:

• Upload images, documents, and videos
• File size and type requirements

Manage purchased forms:

• Edit, remove and add questions
• Edit and add sections
• Change the sort order of sections
• Set questions to require answers before saving the form

Learn more about forms available for purchase.

Sales Management Tools Part I:

• View the sales call timeline
• View all proposals written in a sales call
• View all completed forms
• Export lead, customer, user, and win/loss reports

Introduction to the pricing rules. Learn how to adjust pricing rules and use the Manage margin tool.

Use pricing rule overrides to apply specific margins and costs to equipment based on the model, series, SEER, Cooling Capacity, AFUE and Heating Capacity.

• Scheduled calls - Are you bringing in good leads? 
• Sales Funnel - What's the close rate of the leads?
• Timeline - What was presented during the sales call?
• Build a chart - Compare users

• Lead Source
• Customer
• Users
• Win/Loss
• Valid, Win and Sold defined