Sales Builder

Sales Builder Pro is built to take HVAC sales to the highest professional level. Fast, accurate, and custom-branded proposals are done on site — on the first visit — to drive profitable installs.

Only Sales Builder Pro contains all these features to help you sell more in less time: • Go beyond good – better – best proposals and create customized, personalized proposals in minutes. • Close more deals right at the kitchen table on the first visit – to be more productive. • Generate multiple financing offers in seconds, right in front of the customer, to make it easier for them to buy with low monthly payments instead of a big lump sum. Plus, customers will be more likely to add upgrades for a higher average ticket price. • Capture all your customers’ requirements for higher follow-up win rates. • Automatically filter your pending deals by 2-, 7-, and 30-day categories, so you can start every day with a prioritized to-do list and follow up with deals by age.

While there are many proposal apps, only Sales Builder Pro contains the quick and simple tools that help you earn more — every day. Here’s how Sales Builder Pro drives average ticket prices and profit margins higher: • Our Pricing Engine and Manage Margin features take the guess work out of job site pricing. Every deal follows your business rules for profitability. • Our Install feature configures a complete list of installation equipment, accessories, and materials. Finally, you’ll get predictable installation times. • Our built-in Risk Manager algorithm assigns a level of risk to your labor hour estimates. Now, you can prevent costly rollovers. • Our configurable photo documentation and data capture Site Survey tool streamlines communication between Comfort Consultants and install crews. You’ll get profitable, on-time installations and happier customers. • Our sales management tools help individuals and teams of any size to see real-time data on Wins, Losses, and Pending Deals. Finally, you can see what was presented and what worked to improve your process.

Sales Builder Pro helps you build a better business in every part of your operation. For example, it can connect to market-leading field service management (FSM) solutions, such as ServiceTitan and FieldEdge, to manage your schedule and dispatch functions across your organization. If you chose an FSM solution to optimize your service organization, isn’t it time to choose Sales Builder Pro to optimize your sales operation?

Sales Builder Pro is the indispensable tool used by thousands of HVAC Comfort Consultants around the country. Download Sales Builder Pro and drive real, profitable growth for your contracting business. Find out for yourself why one customer said: "It completely changed my business. It’s the number one best thing I ever did for my business."