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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.
Sales Builder Pro was built to fix that. Designed for residential HVAC sales teams, it eliminates the busywork so you can focus on what truly drives results: building relationships, presenting options, and closing deals faster.
Quote Faster. Sell More.
With Sales Builder Pro, your entire sales process is streamlined from the moment you walk in the door. Quickly design systems using built-in Ductless Design Tools or our system builder for unitary equipment. Present multiple options — Good, Better, Best, or Ultimate — in minutes, not hours.
Contractors report an 80% reduction in proposal prep time when using Sales Builder Pro. That’s time you can put back into your day to follow up, book new appointments, or simply head home earlier.
Professional Proposals in Minutes
Creating a polished proposal doesn’t have to mean starting from scratch. With Pro Branding, your company’s home screen, proposal covers, and “Why Choose Us” page are all pre-branded and ready to use. Every quote looks professional and consistent — whether it’s sent from your iPad in the field or your desktop in the office.
Track Activity. Follow Up With Confidence.
Once proposals are sent, the eSign Toolkit keeps you in control. Instantly see which customers have viewed their quotes, when they opened them, and which deals are ready to close. Pair that with Deal Manager’s built-in Hot & Cold Report, and you’ll know exactly who to call first.
More Sales. Less Stress.
The results speak for themselves: faster proposals, better presentation, and more closed deals — all without adding hours to your day. Sales Builder Pro gives your team the tools to stay organized, work efficiently, and focus on what matters most: your customers.
👉 Start 2026 by streamlining your sales process.
