• Download the app to your tablet
• Forgot your password?
• The first complete download may take up to 5 minutes.

Build your first simple quote in less than 5 minutes.

• Select equipment
• Select accessories, services, materials
• Sign the quote
• Email quote to your customer
• Complete the job in your schedule

Use the Quick Proposal feature to build a system and apply discounts to the equipment selections. 

• Discount equipment selected on the option tab
• Discount accessories, services, and materials
• Hidden Pricing Adjustment

Search for a previously written quote and add a financing program.

• Option tab pricing
• Select a finance program
• Financed Price
• Finance Fee applies to equipment, accessories, and add-ons

Add additional job costs to the quote while building a customer proposal.

• Add additional job costs to a proposal.
• View what is included in the sale price of the equipment.

• Comfort Survey: Document the needs, wants and wishes of every customer 
• Site Survey: Eliminate lost paperwork, missing information and miscommunications
• Add job site photographs, drawings, and notes

Install Manager Pro features:

• Automate the routine tasks.
• Protect your profits with the Risk Manager.
• Simplify the complex

Every customer is unique, personalize the quote to help your customer understand their options and what is included in the quote.

• Add custom notes to each option
• Add notes on the signature tab
• Select pre-built notes in the final notes section
• Installation Date

• Quick Proposal, View Schedule, Search, Schedule Jobs
• Sales presentation documents, videos, images
• Help desk shortcut, Refresh data, Check Versions, Download past jobs, Default settings, My profile, Logout

Use this feature to schedule a sales call for today, a future date or to reschedule a sales call.

• Add new customer
• Schedule a "job" (sales call)

Learn how to make adjustments to your sale price as you build a quote.

• Pricing adjustments
• Add accessories, services and additional materials
• Add rarely quoted equipment not included in your price book
• New feature - Add Additional Job Costs
• Install Manager Pro users - Add overall job costs, install kit items and labor options to a quote.

You have a short time period to make a big impression on your prospective customer during the sales presentation. 

• Sales Presentation (Home Page)
• Quick Access to the Company Page
• Adjust the Proposal PDF bullet points (Why buys)

Build a Single Zone System

1. Select outdoor unit
2. Layout the system
3. Select indoor unit

Build a Multi-Zone System in 3 easy steps:

1. Select outdoor unit
2. Layout the system
3. Select indoor unit

Install Manager Pro simplifies the complexity of a ductless quote. Let the app's smart technology take care of routine install details. Build a single zone and multi-zone quote, customize the install materials and accessories.

• Smart Materials
• Compatible parts and accessories

Recommended workflow:

1. Arrive at the job
2. Open, complete and save the survey form
3. Build the customer quote
4. Complete the job

Manage Form Builder Pro:

• Comfort and Site Survey and Custom Forms
• Edit, remove and add questions
• Edit and add sections
• Change the sort order of sections
• Set questions to require answers before saving the form
• Hide blank PDF sections and questions training link.

Learn more about the Comfort Survey, Site Surveys, and Custom forms

Effortless Electronic Signatures
No need for third-party apps. With the eSign feature, customers can sign proposals from any device, whether they’re on their phone or computer, making the process seamless and easy.
Customizable Shopping Cart Experience
Give your customers the freedom to review equipment options and select payment plans on their own time. With a branded, intuitive shopping cart, you can offer a personalized experience that builds trust and increases conversions.
Real-Time Proposal Tracking
Know exactly when customers view your proposals, so you never miss the right moment to follow up. With daily reports delivered directly to your inbox, you can stay organized and on top of every opportunity.

Log-in to the Management Portal with the email and password you received in the Next Steps email. Use the Forgot Password link to reset your password.

Sales Builder Pro Management Portal Link

The Management Portal helps you run your business. Each section of the Portal allows you to customize the app simply and quickly. 

• Equipment
• Accessories
• Add-ons
• Financing

• Upload important documents for your Customer Success Specialist to review and process.
• When you upload a document directly to the management portal, a task is generated in our project management system that provides visibility and traceability to your updates.

The simple online job scheduling interface is very similar to the interface in the app.

Topics:

• View today's schedule
• Schedule new jobs

Access your equipment price book using the Management Portal:

• Export the equipment list
• Highlight required changes
• Submit to Document section of the Management Portal for processing

Add, Remove, and Update accessories as the needs for your business change.

• Edit, add or remove accessories instantaneously
• Export accessory list to submit for processing

The management portal makes it easy to Add, Remove, and Update add-ons as your business needs change.

• View Add-Ons
• Pencil Edit - model display name, cost, cash price, regular price, inactive
• Add additional items to a section
• Add brochure and thumbnail

Topics:

• Add, organize, remove and update materials
• Finance fee boost does not apply to materials
• Pricing rules never apply to materials
• Install Manager Pro - Manage Installation Kit Items Link

Topics:

• Add, edit or remove final notes
• Default on
• Send to back office

Topics:

• Add new programs
• Term, Payment Factor, Financing fee
• Edit existing programs

Topics:

• Upload images, documents, and videos
• File size and type requirements

Manage purchased forms:

• Edit, remove and add questions
• Edit and add sections
• Change the sort order of sections
• Set questions to require answers before saving the form
• Learn How to Hide blank sections and questions on the PDF link

Learn more about Form Builder Pro link

Sales Management Tools Part I:

• View the sales call timeline
• View all proposals written in a sales call
• View all completed forms
• Export lead, customer, user, and win/loss reports

The attached document contains instructions for requesting customizations for:

• Sales Presentation tiles
• Company tab
• Proposal Banner
• Proposal Bullet points
• Proposal Section colors
• Email Body

Introduction to the pricing rules. Learn how to adjust pricing rules and use the Manage margin tool.

Use pricing rule overrides to apply specific margins and costs to equipment based on the model, series, SEER, Cooling Capacity, AFUE and Heating Capacity.

Add overall job costs to an option while building the quote.

Examples: Permits, labor, ductwork

Customize the install kits and kit items that are selectable in the app. Export a complete Bill of Materials.

Parts and accessories are matched to compatible Mitsubishi Electric equipment.

Install Manager Pro Smart materials: Lineset, adaptors, distribution pipe, power blocks, and extra refrigerant will automatically appear in a quote when needed.

Customize the labor options that are selectable in the app.

App Settings:

• Show line item pricing for install items
• Default to the highest-priced items for install kits
• Default to the highest-priced labor options when standard labor is not used.

Install Manager Settings:

• Working day min and max
• % Risk/Task default setting

• Scheduled calls - Are you bringing in good leads? 
• Sales Funnel - What's the close rate of the leads?
• Timeline - What was presented during the sales call?
• Build a chart - Compare users

• Lead Source
• Customer
• Users
• Win/Loss
• Valid, Win and Sold defined