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.
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.
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.
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)
Additional Boiler Brands (up to 50 models)