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Essential Package
 
$99

 

Per-user, per month with annual pre-pay.

Plus a one-time setup fee of $500 per company.

 

Essential App Capability

Management Portal

Business Tools

Schedule Jobs

Deal Manager

Comfort Survey

 

 

 

 

Preferred Package
 
$139

 

Per-user, per month with annual pre-pay.

Plus a one-time setup fee of $500 per company.


Essential App Capability

Management Portal

Business Tools

Schedule Jobs

 Deal Manager

 Comfort Survey

Install Manager Pro

 Site Surveys (3)

 

 

Premium Package
 
$169

 

Per-user, per month with annual pre-pay.

Plus a one-time setup fee of $500 per company.

 

Essential App Capability

Management Portal

Business Tools

Schedule Jobs

Deal Manager

Comfort Survey

Install Manager Pro

Site Surveys (3)

Custom Forms (5)

3rd Party Integrations

Product Features

Click on the + to see detailed product features.

Professional Setup

Overview

Our Customer Success team provides professional services to "set up" or "build" the app to get you started.

Unitary Equipment - first 500

Our team uploads your list of equipment models so you'll get OEM specs, warranty information, and consumer brochures. Up to 500 models from one major brand (such as Trane) and any associated minor brand (such as Ameristar) are included. Need more? See Extras. Note: Although there is no hard limit to the number of models the app can support, downloads may timeout, and tablet performance may become sluggish when more than 5,000 models are uploaded. Please consult IMS for further information.

Ductless Equipment - one brand

One residential ductless brand is included. See the exclusive features included for Mitsubishi Electric Trane ductless brands listed at the end of this section. Carry more than one brand? See extras.

Boilers - one brand

One residential boiler brand is included. Carry more than one brand? See extras.

Accessories - first 50

Our team will upload your initial list of up to 50 accessories. We also organize these into categories. You can add 50 more for a total of 100. Need more? See Extras.

Add-On Services - first 50

Our team will upload your initial list of up to 50 Add-On services - like ductwork, maintenance agreements, even water heaters. We organize these into categories. You can add 50 more for a total of 100. Need more? See Extras.

Materials - first 50

Our team will upload your initial list of up to 50 items - like pads, disconnect boxes, and electrical whips. Need more - contractors can add their own?

Finance Programs - first 6

Our team setups your initial list of up to 6 finance programs. Need more? You can add your own programs using the Management Portal. There is no limit to the number of active and inactive finance programs.

App Branding - Logo

We'll brand your app with your logo.

Branding - Proposal

We'll brand the customer-facing PDF proposal with a custom banner, matching color scheme, company slogan, and value proposition. Your value proposition consists of up to 6 bulleted items. We'll also add a footer - that often includes state license numbers.

Terms and Conditions

We'll upload your terms and conditions.

Customer Email

Use our defaults or create your own customer email with subject line, body, and footer. One email per contractor. Each email is signed with the name, email, and phone number of the Comfort Consultant (must be a PAID USER) who created the proposal.

Office Notes

We'll upload your initial list of up to 25 Office Notes to put an end to re-typing these every time you make a quote. We provide a default list to get you started. Contractors create, edit, and delete these in the Management Portal. Office Notes are NOT shown to the customer.

Comfort Survey

Our team sets - up the Customer Survey form. Customize your form in the Management Portal forms section.

Final Notes - Shown to Customer

We'll upload your initial list of up to 25 Final Notes to put an end to re-typing these every time you make a quote. We provide a default list to get you started. Contractors create, edit, and delete these in the Management Portal. Final Notes are shown to the customer.
App and Manager Training - Live Webinars
Additional Unitary Brands (up to 500 models)
$588/company/year
Additional Boiler Brands (up to 50 models)
$60/company/year

Essential App Capability

Overview

Sales Builder Pro runs on iPad and Android tablets. PAID USERS can present, configure, price, calculate finance payments, and close sales on the app. Completed proposals are sent to the cloud - Management Portal. Proposals are then visible to office personnel (no charge users) on Intenet connected PCs.

Consumer-Focused Sales Presentation

We provide an interactive, 5-button user interface and "starter kit" of presentation attachments. Customers may add up to 25 attachments - videos, PDFs, and weblinks - and build their own in-home presentation tool.

Multiple Options

You can present up to three equipment options on each proposal - such as good, better, or best.

Unique, Custom Proposal

Each company's proposal is unique. The app creates a PDF that consists of up to three equipment options in a side-by-side comparison - such as good, better, or best. But options may be combined - such as a unitary system plus a ductless mini-split - for larger transactions. Company's logo, call-in number, color scheme, value proposition, final notes, and terms and conditions auto-populate. Typing, spelling, and grammar mistakes become a thing of the past.

Custom Sales Proposal Color Scheme

We’ll add a matching proposal color scheme to make your proposal unique.

Company Slogan

We upload your unique, your value proposition to set the stage to differentiate your company.

Why Buy Messages – Value Proposition

We add up to six value proposition statements to further differentiate your company.

Equipment Specifications and Warranties

We provide capacity and efficiency specs, OEM warranties and labor warranties (if applicable).

Equipment Brochures

We provide consumer brochures - great for explaining product features and benefits.

Management Portal

Management Portal Overview

The Management Portal allows you to adjust - dial in - the app to the way you work.
Document Upload, Storage, and Project History
Upload all of your setup documents to cloud storage. The Management Portal time-stamps your upload. Everything is visible to you and to us. The system keeps a complete history of the setup project.
View Setup Status
Click to view the status (number and mix) of Equipment Models, Accessories, Add-Ons, Materials, and Financing Options.
Business Rules - "Pricing Engine"
Set, adjust, and manage your margins (or markups), labor rates, taxes and install kit information. Export business rules to Excel or CSV files at any time.
Accessories
You add accessories with a simple drag-and-drop user interface. Just upload a new accessory, price it, add a brochure if needed.
Additional Services - Add-Ons
You can add additional services - such as ductwork, blown-in insulation, or even water heaters - with a simple drag-and-drop user interface. Just upload a new Add-On, price it, and add a brochure if needed.
Materials
You add materials - such as an outdoor pad, disconnect box, or whip with a simple drag-and-drop user interface. Just upload the material, price it, and add a brochure if needed.
Final Notes
You can further customize your app with a pick list of custom messages.

Manage Margins

Pricing Graph

 

Visualize your margins in a simple graph. See how business rules translate your costs, tax rates, labor hours, labor rates, and install kits into your final price.

Manage Your Sales Presentation

Add attachments - such as PDFs, before and after pictures, or videos - to our presentation. Arm your sales team with everything they need to address the consumer's questions at the point of sale. Get Organized. Over time you'll add everything you need, on every sales call, every time.

Business Tools

Overview
Run a better business with this powerful suite of business tools. Finally, you can manage your sales team from afar - knowing what they presented, in what sequence, and for how long.
Scheduled Sales Calls
View scheduled sales call to instantly see how you are doing compared to the prior period - Year, Quarter, Month, or Week.
Build a Chart
Build a Chart for a deeper dive into your data. Select the information you need to see. Export for further analysis, sales coaching, or record keeping.
Build a Table
Build a Table for a deeper dive into your data. Select the information you need to see. Export for further analysis, sales coaching, or record keeping.
Comfort Consultant Timeline
Monitor what information is presented in the home, in what sequence and for how long. Finally, there is a management tool that gives you insight into what goes on during scheduled sales call so you manage your team from afar. Get an answer to the age-old question, "Where do your sales reps spend their time?"

Sales Funnel

 

See how many of your scheduled calls get completed, generate a quote, and are won. Sorted by brands and users and ready to Export to Excel for further analysis or record keeping.

Sales Funnel Demo Video

funnel - april 14

 

Schedule Jobs

Office-Based Scheduling

Use your office-based PC and an Internet browser to schedule a sales appointment on the app of a Paid User.

App-Based Scheduling - Quick Sales Proposal

If you are already on the job site, you can use the Quick Proposal feature to start selling immediately.

Learn more about online scheduling

Video Link - Our simple online job scheduling interface is similar to the interface in the app.

Deal Manager

Remote Acceptance - Office

Track acceptance status (such as verbal, email, or signed) so you know what additional follow-up paperwork is required.

Remote Acceptance - Tablet (iPad only for now)

Simplify proposal acceptance by phone and win more deals faster.

Deal Status

Deal Status is synchronized between office and field - to improve communication and documentation.

Pending Deal Search

Creates a fully automated, prioritized sales call "to do" list .

Documents

Store all deal-related documents in one place.

Verify Multi-option Wins

Prompts you to verify the customer accepted a quote with more than 1 option to avoid any confusion with rejected proposals.

Deal Notes

Apply color-coded comments to proposals to share important updates with your team

Introducing Deal Manager

DM01 Introducing Deal Manager v1

 

Remote Deal Acceptance

DM02 Remote Deal Acceptance v1

 

Pending Deal Search

DM03 Pending Deal Search v1

 

Improve Deal Management

DM04 Improve Deal Management v1

 

Comfort Survey

The Comfort Survey is an engaging, interactive sales tool to help comfort consultants discover and document the needs, wants, and wishes of every customer.
In-Home Photos
Use photos to document your in-home sales call – pet photographs endear customers – and jog your memory for better follow up calls.
Automatic Record Keeping
Keep Sales Builder Pro proposals and Comfort Surveys on your tablet– ends lost files and paper shuffling – automatically.
Better Sales Process
Comfort Survey forms leave nothing to chance – gather all the info you need, every time – to improve your follow-up win rates.
Customize Your Comfort Survey
Start with our professionally designed Comfort Survey - then customer it to reflect your value proposition and to fit your target market.

Interactive Survey

Comfort Survey screen capture in iPad

 

Interactive survey tools – gather the information you need in an engaging fashion – for more predictable follow-up sales wins.

Download Comfort Survey Flyer

Download a Sample Comfort Survey

Install Manager Pro

Let the app's smart technology take care of routine install details - including materials, labor, and risk. This lets your Comfort Consultants focus on the customer to win more deals.

 

Our OEM partnership with Mitsubishi Electric Trane HVAC for ductless brands means that over 4,700 rules and math formulas are managed by the app.

Let our revolutionary, new Risk Manager visualize your risk of overtime labor.  You won't get robbed of the profits you deserve - and you'll get the perfect plan for every HVAC install.

 

We create and add a branded proposal banner with your logo, colors and style.

Our OEM partnership with Mitsubishi Electric Trane HVAC for ductless brands means that over 4,700 rules and math formulas are managed by the app.

 

We create and add a branded proposal banner with your logo, colors and style.

Learn more about Install Manager Pro!

 

 

 

 

 

 

View our web page for more info.
Download the Install Manager Pro flyer.
Sept 2020 flyer.

Automate the Routine

Automate the Routine Install Manager Pro 9_30_2019
Let the app's smart technology take care of routine install details - including materials, labor, and risk. This lets your Comfort Consultants focus on the customer to win more deals.

Protect Your Profits

IMP v1 moovbacf1078-d414-11e9-82bd-06ef0ab4386c57270video

 

Let our revolutionary, new Risk Manager visualize your risk of overtime labor. You won't get robbed of the profits you deserve - and you'll get the perfect plan for every HVAC install.

Simplify the Complex

Simplify the Complex Install Manager Pro 9_30_2019
Our OEM partnership with Mitsubishi Electric Trane HVAC for ductless brands means that over 4,700 rules and math formulas are managed by the app.

Site Surveys - Unitary, Ductless, and Boilers

3 Site Surveys: Unitary, Ductless, and Boilers

Start with our professionally designed forms. Then dial them in to fit your needs. Add, delete and modify questions that you need to get every job done right every time.

Job Site Photographs

Site Survey iPad

 

Photos document all aspects of the install – unit placement, line runs and more – eliminate sales rep to install team miscommunications.

Automatic Record Keeping

Keep Sales Builder Pro proposals and Quality Installation Checklists in one place – ends lost files and paper shuffling – automatically.

Better Process Control

Checklists leave nothing to chance – gather everything you need, every time – get all the data your install team needs.

Optimize for Greater Value

Start with our professionally designed checklists – unitary, boiler and ductless – then optimize to the way you work.

Download Site Survey Flyer

 

Form Builder Pro

Comfort Survey

They say a "picture is worth 1,000 words" - but to a contractor, a picture might be worth 1,000 dollars - preventing mistakes, callbacks, job rollovers, customer satisfaction, and employee morale.

Site Survey (3)

They say a "picture is worth 1,000 words" - but to a contractor, a picture might be worth 1,000 dollars - preventing mistakes, callbacks, job rollovers, customer satisfaction, and employee morale.
Five Custom Forms
Each form can be customized to your business needs. NOTE: Form setup is NOT INCLUDED. Form design and setup is an extra cost. The price varies depending on form complexity. Ask us for a quote.
Automatic Record Keeping
Keep all your forms on your tablet AND on the server– ends lost files and paper shuffling – automatically.
Better Process Control
Digital forms leave nothing to chance – gather all the pictures and data you need, every time – to improve your business process.

Third-Party Integrations

We offer an approved ServiceTitan software integration
Select a customer in ServiceTitan, schedule a job to Sales Builder Pro. Once the sales call is completed, up to three options are transferred back to ServiceTitan.
We offer an approved FieldEdge software integration
Use FieldEdge as your customer database of record. Pick a customer in FieldEdge to schedule a job to Sales Builder Pro.

Extras

Additional Brands (up to 500 models)
$588/company/year

Note: Although there is no hard limit to the number of models the app can support, downloads may timeout, and tablet performance may become sluggish when more than 5,000 models are uploaded. Please consult IMS for further information.

The recurring fee pays for data maintenance.
Additional Models (increments of 100)
$120/company/year
Over and above the 500 provided as standard.
Additional Boiler Brands (up to 50 models)
$60/company/year
Includes available brochures.
Ductless Brands - Residential
$300/company/year
This is in addition to one ductless brand included as standard. The recurring fee pays for data maintenance.
Additional Price Books (Home Depot, etc.)
$300/company/year
The recurring fee pays for data maintenance.
25 extra accessories
$49 One time setup fee.
There is no recurring fee as the contractor manages items in the management portal.
25 extra add-on services
$49 One time setup fee.
Additional Trade Types - Plumbing or Electrical
Call for Quote
The app supports multiple trade types such as plumbing or electrical. Due to the possible complexity of your business, please consult us for a custom quote.
Rebate Management
$100/company/year
Up to 20 pre-populated programs, refreshed twice per year upon customer request.

Mitsubishi Electric Trane ductless brands - Exclusive Features

In-home Sales Presentation

SBP Screen Shots

 

Premium in-home sales presentation content includes compelling videos and product brochures.

Consumer Brochures

IMG_2A4817D6E7D9-1

 

Never show up without the right brochure again. With Sales Builder Pro you'll always have the right brochure when you need it.

Visual Selection Tool

IMG_09F446DD61B9-1

 

Visual selection of indoor units is a powerful new way to engage your prospect in the buyer's journey. You'll win more deals when the consumer is engaged.
M-Series and Equivalent Models Included
All M-Series indoor and outdoor units carried by your distributor are included.
P-Series and Equivalent Models Included
All P-Series indoor and outdoor units carried by your distributor are included.
Equivalent Pipe Length Adjustments
The piping layout captures length and number of bends. The app then calculates the equivalent pipe length and adjusts capacity. It won't accept an equivalent pipe length outside of the design range to prevent mistakes.
Altitude Adjustments
The app adjusts capacity based on altitude. Save your local altitude in settings. You can adjust for the working altitude of any job outside your local area.
Maximum Pipe Length Check
The app knows the maximum pipe length for all units - it checks that you don't exceed this on your layout. The app won't accept an equivalent pipe length (based on the number of bends) outside of the design range to prevent mistakes.

Ductless Layout

IMG_6A4C306D74F1-1

 

Layout view captures pipe length, bends, branch boxes, distribution pipe (joint) and IDU height above or below ODU. It won't let you enter an out-of-range value.

Basic Package

 

A Basic Package consisting of the M-series ductless only proposal builder features including the ductless selection button for Options 1-3, visual selection tool usable for single-zone and multi-zone proposals, and the design considerations indicator to inform sales rep that appropri­ate design considerations have been met or not is available for all Mitsubishi Electric independent distributors and HVAC contractors for $300 per user per year with a $500/company setup cost (One Time) . The Basic Package does not include In-home Sales Presentation features and does not include Business Tools (Analytics). Contact us for further details.

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