HVAC Sales, Proposal & Estimating Software

HVAC sales software is a crucial tool for HVAC businesses, designed to empower sales teams with features like professional proposal templates, multiple pricing options, and the ability to generate estimates quickly, enhancing the customer experience and increasing revenue.

By streamlining the creation of proposals, offering various price points, and enabling more informed decisions, this software helps close more deals in less time, boosting profit margins. It provides the necessary tools to save time, create a better customer experience, and make professional, efficient proposals.

The right HVAC proposal software can transform your business by streamlining operations and improving customer experiences. Key features to look for include:

• Ability to generate comprehensive and professional proposals that can be presented rapidly to customer inquiries, helping your HVAC business close more deals.
• Customizable templates that help you save time and ensure consistency across proposals and estimates.
• Streamlined proposal creation to allocate more time to quality service and less to administrative tasks.
• Project management tools that help manage the project from proposal to completion, including scheduling, task management, and progress tracking.
• Built-in CRM features to help manage client information, communication, and project history.
• Mobile access to allow professionals to create, access, and edit proposals and estimates on the go.

SalesManager is a commercial HVAC estimating and proposal software that allows you to apply pre-built or customizable pricing models to your customer’s equipment inventory. This helps you create contract pricing that meets your profit margin goals. Additionally, you can set different profit margin goals for different types of work, such as spot, add-on, replacement, plan/spec, design/build, etc. The software also provides a mobile application that allows you to perform sales audits with sellers or technicians of any experience level, helping you inventory equipment by model number. Overall, SalesManager streamlines and measures the entire sales process with seller workflows that move accounts from prospect to survey to proposal to follow up to signature.

The SalesManager HVAC CRM dashboard is designed to track daily, weekly, and monthly progress towards sales goals. It provides you with a clear overview of your sales performance and allows you to measure the success of your sales efforts. By utilizing this dashboard, you can easily monitor your team’s sales activities, identify areas for improvement, and make informed decisions to optimize your sales process.

Yes, SalesManager offers HVAC Proposal Software that can help you create clear and professional proposals to present to your customers. You can customize proposal templates according to your preferences and deliver them either printed or electronically. This software also enables you to showcase the financial benefits of implementing your service program by incorporating the customer’s current owning and operating costs. By providing customers with professional and well-presented proposals, you can significantly enhance your chances of winning contracts and securing more projects and maintenance agreements.

SalesManager is designed to help you spend less time on paperwork and more time selling. With its user-friendly interface and automation capabilities, it simplifies and streamlines the entire sales process. You can easily move accounts from prospect to survey to proposal to follow-up to signature using seller workflows within the software. Additionally, the electronic signature feature allows you to obtain signatures quickly and securely, eliminating the need for manual paperwork. By utilizing SalesManager, you can free up valuable time and focus on closing deals and growing your business.

SalesManager is creating success and getting rave reviews. Check out our chat with SalesManager customer, Comfort Systems USA.