Features
- Quote, click, close with native DocuSign
- Build AHRI rated systems for unitary and ductless on the fly
- Increase your average sale, margin and close rates
- Quick, accurate, industry standard load calcs
- Cloud Sync keeps your team together
Revolutionize the way you close deals, providing you with the power to generate professional proposals in real-time. Maintain your company’s pricing and gross margin while creating perfectly completed proposals that are ready to be DocuSigned or printed on the spot.
Our innovative sales software maintains your company’s pricing and gross margin while creating perfectly completed, ready to DocuSign or print proposals. Print the AHRI numbers on your customized proposal with confidence. Best of all, you can customize the program to fit your needs.
Performs accurate room-by-room load calculations according to ACCA’s 8th Edition Manual J, allowing compliance with building codes and proper equipment sizing for various types of structures. Improves credibility and consumer confidence with quick and accurate results. A valuable tool for industry adherence and top-notch service.
Provide an energy savings analysis with the customers own utility bills. Take customer lifestyle considerations into account while you control the SEER, HSPF and AFUE to ensure accuracy.
Simplifies the process of building energy-efficient systems by ensuring compatibility with local and national rebate requirements. Automatically provides the homeowner with necessary documentation for rebates, saving contractors time and effort while strengthening customer trust.
Give you the ability to match all components of an HVAC system based on AHRI ratings.
Quick, accurate, industry standard load calculations based on ACCA Manual J.
Contract legal language ensures all certifications, documentation and disclosures are provided.
Easily generate and print documents
Easily export sales data to QuickBooks for streamlined financial management.
Upload customer site pictures, video, brochures to create a presentation.
Manage team quotes and cloud sync for cohesion .
Get notified when proposals are sold .