In The News

In The News

Twelve Ductless Opportunities Hiding in a Replacement Call

What if we could fix that room? Twelve rooms where homeowners want better comfort but never ask, and how Ductless Design Tools in Sales Builder Pro quote the what-if in minutes.

Ductless Design Tools: Quote a Multi-Room Mini-Split Job in One Visit

Sales Builder Pro is the only HVAC sales tool with built-in ductless design tools. Design, price, and close a multi-room mini-split job in one visit.

Pro Branding Helps HVAC Comfort Consultants Win

Pro Branding gives HVAC comfort consultants a branded home screen, a digital brag book, and a proposal that keeps selling after the visit.

HVAC Financing at the Kitchen Table: One Better Habit, 38% More Sales

Sales Builder Pro works with most financing programs. Set each plan up once, show the payment beside the price, and help homeowners apply at the table.

The Residential HVAC Sales Process That Wins at the Kitchen Table

The best HVAC companies don't have the best closers; they have a sales process. A free playbook on what homeowners buy and the nine-step call that wins.

Independent Audit Validates the Security and Operational Maturity Behind Sales Builder Pro

Sales Builder Pro completed an independent, one year SOC 2 Type II audit in June of 2026. Here is what it covered and what it means for your HVAC business.

💞 Show Your Brand Some Love: Why Professional Presentation Matters

In today’s competitive HVAC market, how you present yourself can make all the difference. Homeowners notice the details — from the way you introduce your company to how your proposals look on screen. A polished presentation builds trust, confidence, and connection long before the install even begins.

How Sales Builder Pro Helps HVAC Teams Work Smarter in 2026

In today’s fast-moving residential HVAC market, time is everything. Every extra minute spent searching for equipment details, building quotes, or formatting proposals is time not spent connecting with customers — and that can cost you sales.

What’s Next for Residential HVAC in 2026

The residential HVAC industry is evolving fast. New technologies, regulations, and customer expectations are changing how contractors sell and deliver comfort. Here are the top 2026 trends — and how Sales Builder Pro helps you turn them into profit.

New Release: eSign Toolkit Adds Powerful Back Office Features

Web Release Version: v10.0.5 The eSign Toolkit – Back Office Update takes proposal tracking and management to the next level. Built for sales managers and follow-up teams, this release introduces powerful tools to monitor customer engagement and oversee the entire deal journey – from first view to final signature. When following up with customers, these updates help you stay ahead with clear insight into engagement, the ability to send eSign links, and the control to extend expired proposals when needed.

Master Your Price Conversations with Our New Value Framework

Price pressure is a fact of life in residential HVAC. There’s always someone willing to work cheaper, the “Chuck in a truck” with no insurance, willing to take shortcuts, and no after-sales support. But most homeowners don’t buy “the box” — they buy comfort, healthy air, reliability, lower utility bills, and peace of mind. Your job is to help them understand what they’re really paying for and why it matters. This framework will help you do exactly that. It’s about communicating confidence, using Sales Builder Pro to show the real difference, and turning price objections into conversations about value.

Finish Summer Strong with Sales Builder Pro's Efficient Tools

See how Sales Builder Pro helps with your busy summer!

May Checklist: Is Your Team Ready for Peak Season?

Jump into spring with our eSign toolkit!

Maximize Your HVAC ROI with the Right Sales System

Maximize your HVAC ROI with Sales Builder Pro

New Season. New Sales Power. Now on Android.

Jump into spring with our eSign toolkit!

Navigating Policy Changes: Securing Your Sales Amid HVAC Rebate Uncertainties

Financing can present challenges for HVAC contractors or Comfort Consultants. Sales Builder Pro has solved this problem!

2025 Residential HVAC Trends: What’s Next for the Industry and How Sales Builder Pro Keeps You Ahead

Financing can present challenges for HVAC contractors or Comfort Consultants. Sales Builder Pro has solved this problem!

Product Overview: eSign Toolkit – Transforming Residential HVAC Sales with Seamless Proposal Management

Financing can present challenges for HVAC contractors or Comfort Consultants. Sales Builder Pro has solved this problem!

Why Rushing the Sale is Killing Your HVAC Business

Learn about the rehash sales process!

Exceed Expectations: Elevate Your Install Services With Our Proven Best Practices

Chris Forshay from Upgrade talks about our Rewards Pro program!

Revolutionize Your Air Quality Sales with Our Cutting-Edge Solution

Welcome to our blog, where we explore the critical importance of clean, healthy air and how it effects both your well-being and your business.

Sales Builder Pro: Enhanced with Easy-to-Print Layout for Ductless Install Crews

Wave goodbye to guesswork and hello to precision with Sales Builder Pro's latest gem — a brand-new Easy-to-Print PDF for ductless install crews

Building a Great Digital Brag Book

To effectively demonstrate why a consumer should choose your residential HVAC company over the competition, we feel that it's essential to create a compelling "brag book" or presentation showcasing your qualifications and capabilities.  

Making Sure You Keep Past Job Proposals on New Tablets

There's one feature in our Sales Builder Pro app that we want to ensure you never overlook: Downloading Past Jobs

New Ways to Manage Discounts and Rebates

Sales Builder Pro Release 9.2 brings a new era of simplified discount and rebate management to residential HVAC sales.

Fujitsu Ductless Design in Sales Builder Pro

Sales Builder Pro allows residential HVAC contractors to increase sales call effectiveness while raising efficiency to sell ductless HVAC in a single trip.

Happy Halloween 2022

Sales Builder Pro 9.1 now supports SEER2, EER2, and HSPF2 (2023 efficiency specs). And it still supports legacy specs. This “dual spec” feature is important to clearly communicate efficiency with your customers, avoid confusion, and keep the playing field level.

Sales Builder Pro Release 9

Go beyond good-better-best with personalized HVAC proposals | SalesBuilder Pro

How to Use Technology to Drive Growth and Profitability | Part 3 – Follow Up

Increase HVAC Sales & Profit with our Guided Process to Great Sales Calls | SalesBuilder Pro

How Michael & Son Increased Revenue to $60M Using Our HVAC Sales Software

Learn how Sales Builder Pro, our specialized HVAC sales software designed to increase revenue, helped Michael & Son grow their revenues from $20 million to over $60 million in just four years.

Pricing Adjustments - 7 Ways to Protect HVAC Profits During Uncertain Times

Pricing adjustment strategies for HVAC Proposals and HVAC Proposal Software - 7 Methods that HVAC contractors use with Sales Builder Pro to protect their profits

How to Use Technology to Drive Growth and Profitability | Part 2 – Conduct Sales Call

Increase HVAC Sales & Profit with our Guided Process to Great Sales Calls | SalesBuilder Pro

Sales Builder Pro Introduces New Deal Manager Search Feature

The new Deal Manager search feature allows HVAC contractors, owners, and sales managers to filter pending deals by 2-, 7-, and 30-day increments.

How to Use Technology to Drive Growth and Profitability | Part 1: Prepare for the HVAC Sales Call

How to Prepare for an HVAC Sales Call | Guided steps to increase sales with HVAC proposal software & strategy

PowerPay and Intelligent Mobile Support announce integration partnership to provide financing to HVAC contractors

PowerPay has announced an integration with Sales Builder Pro platform by Intelligent Mobile Support, the industry leader for HVAC proposal software.

Service 1st Financial and Intelligent Mobile Support Announce Partnership to Bring Home Comfort-as-a-Service to Residential HVAC & Plumbing Contractors

The Sales Builder Pro platform was built to help residential contractors improve their businesses, and we are constantly seeking ways to further this goal.

New Sales Builder Pro Partnership Adds Hearth Finance App for HVAC Sales Teams

Making Hearth part of our solution adds to the power of our sales technology

Hearth’s Built-in Financing Feature Makes it Easy to Sell Financing, Improve Your Close Rates

Sales Builder Pro's new partnership with Hearth, the industry leader in contractor finance & payment solutions, will offer multiple finance options!

Short on Labor? Maximize the Efficiency of Your HVAC Workforce

How you can maximize the efficiency of your HVAC workforce even when you are short on labor. Here are some tools you can use to get results.

Intelligent Mobile Support Launches Deal Manager Software Tool for HVAC Contractor Sales Teams and Office Workers

Deal Manager makes it easier for contractors to track pending proposals, receive customer approval remotely, and communicate and collaborate across their organizations.

Deal Manager Simplifies the HVAC Sales Proposal Pipeline

Deal Manager is a collection of HVAC proposal software features designed to help busy HVAC contractors better manage their sales proposal pipeline.

3 Ways to Protect Your Profits with Install Manager Pro

Install Manager Pro builds the bill of materials, labor hours, and rollover risk for every HVAC job: included for ductless, an optional upgrade for unitary and boilers.

3 things you can do right now to improve win rates and average ticket

HVAC sales proposal software increase win rates average ticket

4 HVAC Contractors Talk About How to Run A Better Business

Learn how to run a better residential HVAC business by using a professional in-home sales proposal app.

Cost Analysis Feature

TOP TEN Items Critical To Your Business Profitability

Ideas to Keep Your HVAC Business Running During COVID-19

We know that keeping your business running during this crisis is at the top of your mind right now as we adapt to different methods of working to slow the spread of COVID-19.

How do I find time to work ON my HVAC business?

Learn how one contractor found more time to work ON his business. Meet Jon Sells of Jon's Heating and Cooling of Mount Vernon, OH.

The Magic of Choice

The Magic of Choice

#1 Secret to a Great Presentation

#1 Secret to a Great Presentation