A 12-month audit confirms the effectiveness of the controls protecting contractors, distributors, and manufacturing partners.
SOLON, Ohio — July 21, 2026 — Sales Builder Pro, the HVAC industry's leading residential sales platform, today announced the successful completion of an independent SOC 2 Type II examination, providing customers with independent validation of the operational discipline and security controls behind the platform they rely on every day.
The examination, conducted by Pease Bell CPAs, evaluated not only the design of Sales Builder Pro's security controls, but also how effectively those controls operated over time. The successful examination demonstrates that the company's controls supporting security, availability, and confidentiality were independently assessed and found to be operating effectively throughout the audit period.
Behind every reliable software platform is much more than innovative code. It requires disciplined engineering practices, controlled software releases, carefully managed user access, vendor oversight, continuous system monitoring, incident response planning, and governance processes that are consistently followed, not simply documented.
The successful SOC 2 Type II examination provides independent verification that these operational controls were appropriately designed and operated effectively over time, giving customers additional confidence that Sales Builder Pro is supported by mature business processes as well as innovative technology.
As HVAC contractors, distributors, and manufacturers increasingly rely on cloud-based software to manage customer information, proposals, financing, and daily business operations, selecting a technology partner requires confidence in more than product features alone. Customers expect disciplined operations, secure software development, reliable service, and responsible stewardship of their data. This independent examination reinforces Sales Builder Pro's continued investment in the people, processes, and governance necessary to support customers today while continuing to scale for the future.
"Our customers rely on Sales Builder Pro to support one of the most important moments in their business, earning a homeowner's trust and winning the sale," said John Steidley, Founder and Chief Executive Officer of Intelligent Mobile Support. "Over the past several years, we've intentionally invested not only in new capabilities, but also in the operational discipline that great software companies require. This independent examination validates the work we've done to strengthen our engineering practices, governance, security, and day-to-day operations. Most importantly, it gives our customers additional confidence that they're partnering with a company built for the long term."
Sales Builder Pro has grown from a proposal application into a comprehensive sales platform used by residential HVAC contractors, distributors, and manufacturers throughout North America. The platform helps contractors create professional multi-option proposals in minutes, simplify complex equipment selection (especially ductless mini-splits), accelerate sales cycles, support remote approvals, and deliver a modern homeowner buying experience.
As the platform continues to evolve, Intelligent Mobile Support remains committed to investing in secure software development, operational excellence, customer success, and continuous improvement, thus ensuring customers can confidently rely on Sales Builder Pro as their businesses grow.
About Sales Builder Pro
Developed by Intelligent Mobile Support, Inc., headquartered in Solon, Ohio, Sales Builder Pro is a residential HVAC sales platform designed to help contractors sell more effectively while improving operational efficiency and profitability.
The platform enables contractors to create professional proposals in minutes, simplify complex residential HVAC system design, integrate with leading field service management platforms including ServiceTitan and ServMan, streamline remote approvals, and provide homeowners with a modern, professional buying experience.
Sales Builder Pro partners with leading HVAC manufacturers, distributors, and contractors across North America to deliver innovative technology backed by enterprise-grade security, operational excellence, and exceptional customer support.
For more information or to schedule a demonstration, visit www.imobilesupport.com.
About Pease Bell CPAs
Pease Bell CPAs is a nationally recognized accounting and advisory firm providing audit, tax, consulting, and risk advisory services. Its Risk Advisory Services practice helps organizations strengthen security, manage risk, and achieve compliance with recognized frameworks, including SOC examinations.
