Pricing

Every Sales Builder Pro package includes a working platform

The App your comfort consultants sell from on an iPad or Android tablet
The Management Portal your office runs the business from
Customer Support that sets it up and works with you to keep it current

You only pay per sales user; office roles are included at no charge.

Essential+
Package

^$179Per Sales User
Per Month

Billed Annually

Preferred+
Package

^$199Per Sales User
Per Month

Billed Annually

Premium+
Package

^$229Per Sales User
Per Month

Billed Annually

Plus a one-time setup fee of $750 per company. Click to see what's included.

App Capability

Comfort consultants use an iPad or Android tablet to sell. They present your company, lead discovery with the Comfort Survey, and build professional proposals for any residential HVAC job. They can quote equipment, accessories, services like ductwork, and add-ons like water heaters and backup generators. Each proposal can include multiple options, pricing, financing, and signatures captured at the kitchen table or later with eSign Toolkit. Proposals sync to the Management Portal, giving your office team complete visibility at no charge.

Financing Programs

Show monthly payments beside the total investment so financing becomes a habit rather than a hurdle. Recommend multiple finance plans on any proposal. Let homeowners compare finance plans side by side. We're not tied to any one lender. If a program publishes a payment factor, it works in the app, including leasing plans. Homeowners apply directly with the lender.

Management Portal

The Management Portal allows you to adjust — dial in — the app to the way you work.

Business Tools

Run a better business with our powerful suite of business tools. They allow you to manage your sales team from afar — knowing what they presented, in what sequence, and for how long.

Schedule Jobs

We provide fast, flexible job scheduling. For example, you can use your office-based PC and an Internet browser to schedule a sales appointment on the app of a paid user. Or, if you’re already on the job site, you can use the Quick Proposal feature to start selling immediately.

Comfort Survey Form

This feature helps you focus on your customer’s personal comfort needs on a room-by-room basis. You’ll be better prepared to discuss equipment efficiency and the impact on energy bills. Plus, you’ll have everything you need for a successful follow-up call.

Deal Manager

Deal Manager makes it easy to track all the moving pieces in everyone’s pipeline, so you can follow up on deals at just the right moment.

Ductless Design Tools

Sales Builder Pro is the only sales tool with integrated ductless design, which helps you win ductless jobs on a single trip.

Install Manager Pro – Ductless

Install Manager Pro builds the bill of materials, forecasts the labor hours, and rates the risk of a rollover for every job. For all supported ductless brands it is built into Ductless Design Tools, so every package has it with minimal set up.

Install Manager Pro – Unitary/Boilers

The same bill of materials, labor hours, and rollover risk for furnaces, air conditioners, air handlers, heat pumps, and boilers, built from rules we set up with you.

+^$10Per Sales User
Per Month

Plus a one-time setup fee of $500 per company. User fees billed annually.

eSign Toolkit

Close deals faster with remote signing, and real-time updates. Boost your close rates effortlessly with the eSign Toolkit.

Pro Branding

In an era where branding and user experience are paramount, Sales Builder Pro's Pro Branding package aims to empower businesses to stand out and leave a lasting impression on their clients. This comprehensive package offers a range of design and branding services that breathe new life into the Sales Builder Pro platform.

Site Survey Forms (3)

This feature helps contractors eliminate unscheduled rollover days and wasted return trips — improving your bottom line. You’ll get three professionally designed Site Surveys — one each for unitary, boilers, and ductless — and a better install every time.

Custom Forms (5)

Go paperless with our five custom forms. Each form can be customized to your business needs. NOTE: Form setup is NOT INCLUDED. Form design and setup cost extra.

Third-Party Integrations

Sales Builder Pro integrates with market-leading field service management solutions, such as ServiceTitan and ServMan Pro, to further improve your productivity and profitability.

OEMs and Distributors: contact us.

Schedule a Demo

Add-Ons and Enhancements

Additional customizations to enhance Sales Builder Pro.

Additional Large Brands (up to 500 models)
$828/company/year — The recurring fee pays for data maintenance. Annual Pre-pay.

Additional Small Brands (up to 100 models)
$228/company/year. Annual Pre-pay.

Additional Models (increments of 100)
$228/company/year. Annual Pre-pay.

Additional Price Books (Home Depot, etc.)
$540/company/year. Annual Pre-pay.

25 Extra Accessories
$63 One-time setup fee.
There is no recurring fee as the contractor manages items in the management portal.

25 Extra Add-On Services
$63 One-time setup fee.

Additional Trade Types — Plumbing or Electrical
Call for Quote

Users in Multiple Sites
$20/user/month with annual prepay.

Equipment Swap to Change Brands

$375 One-time setup fee.

Win at the Kitchen Table: The Residential HVAC Sales Playbook

The best HVAC companies don’t have the best closers. They have the best sales process. This free playbook lays out one that wins at the kitchen table, or sets up the follow-up win.

Written for Comfort Consultants, Sales Managers, and Business Owners, with proven practices from our customers.

Inside, you’ll learn how to:

Sell comfort, not specs
Price for profit and protect your margins
Run the same sales call, the same way, every time
Convert think-it-over buyers with a follow-up process

Download the Playbook

Intelligent Mobile Support, Inc.
28420 Blue Pond Trail
Solon, OH 44139-3803

888-980-9119

info@imobilesupport.com

Interested in more?

Schedule a Demo

Sales Builder Pro is a proud member of ACCA, Air Conditioning Contractors of America

Schedule a Demo