eSign Toolkit: Streamline Your Follow-Up Process

Boost your follow-up success with the eSign Toolkit from Sales Builder Pro. Send proposals for electronic signatures via text or email, track customer activity in real-time, and provide a customizable, branded shopping cart experience for selecting equipment and your payment option. Close more deals with a seamless, customer-friendly process—no third-party apps required.

Everything Is Organized For You

Sales Builder Pro is the only solution that includes Ductless Design Tools so you can win ductless jobs on a single trip.

Ductless Design is now available for:

• American Standard
• LG
• Mitsubishi Electric Trane
• Trane
• Fujitsu

Make It EASY to Offer Choice

We're compatible with everyone - so you can offer multiple finance payment plans to fit your needs and those of your customers.

Rewards Pro – Avoid Financing Fees, and Pay for Sales Builder Pro at the same time! 

Rewards Pro offers flexible financing that your customers will love, with an innovative rebate program that credits your annual renewal fee to Sales Builder Pro. Explore our NO DEALER FEE programs, learn how to use its built-in rewards to pay for Sales Builder Pro, and details of our partnership with Upgrade, Inc. 

Stand Out From the Crowd With 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 your sales process to win more deals while you build your brand.

Boost Your Profits

Field Service Management software is great for service calls, scheduled maintenance, installs, and dispatching your sales team.

However, these solutions need more sales punch to beat your competition, win more at the kitchen table, track and win more follow-up deals, and build your brand.

Integrations make it easier for your team to manage the sales process, leverage your existing infrastructure, and increase your profits,

Stay in Front of Your Team’s Pending Deal Pipeline

It’s every sales manager’s dream machine — by using our Deal Manager and Time tracking tools, you’ll be able to keep in front of your entire team’s pending deal pipeline and manage their time allocations.

More Profitable Installs

With our Site Survey and Install Manager Pro tools, you’ll finally have what you need to convert every install into one that makes money.

Improve Your Productivity and Profitability

Help your team gather everything needed for an organized, documented, and profitable install with the automatic recordkeeping capabilities of Form Builder Pro. Now you can go paperless with our five custom forms.

Short on labor? We can help!

Our Customer Success team provides professional tools and services to make it quick and easy to use Sales Builder Pro:

• Professional Setup
• Essential App Capability
• Management Portal
• Business Tools
• Job Scheduling

Every Customer is Different

That's why Sales Builder Pro Release 9*  has transformed residential HVAC sales from a cookie-cutter approach to a personalized buying experience that today's consumers demand.

Release 9 moves beyond traditional good-better-best, one-size-fits-all selling to a fully personalized yet productive sales process. 

• Customize Proposal Names, Option Names, and Descriptions
• Add Personal Recommendations
• Showcase Savings and Discounts

*Release 9 is available now for iPad and will be ready in the Fall of 2022 for Android tablets.

Recommend, Compare, and Select Payment Plans

Let's face it, most consumers think of HVAC as a utility - gas, water, phone, or Internet. An HVAC payment is just the monthly cost to be comfortable in their own home. So, that's one of the new ways the fastest growing HVAC contractors now sell HVAC.  Sales Builder Pro puts the "sell the payment" strategy on steroids:

• Recommend, Compare, and Select from among a variety of payment Plans - cash, finance, or even a lease
• Focus on the Monthly Payment - so your customers can afford what they want and need, and you get more wins and higher ticket prices.
• In the past, you offered three equipment tiers. Now, you can also provide multiple ways to pay including leasing.

When there are more ways to pay, there are more ways to win.

Win More Sales in Less Time

Only Sales Builder Pro works so effectively to help you sell more in less time, with good – better – best proposals, our one-of-a-kind Comfort Survey, and more tools than anyone else offers to earn that one-call close.