Mechanical Estimating Software
Sales Management Software
Create proposals, manage your sales funnel, win and retain top customers with the sales tool built for mechanical contractors.
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Apply pre-built or customizable pricing models to your customer’s equipment inventory.
Use the CRM dashboard to track daily, weekly, and monthly progress toward sales goals.
Customize proposal templates any way you like and deliver them printed or electronically.
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Mechanical Estimating Software
Create easy and accurate estimates using pre-built pricing models that allow you to apply contract pricing and material costs to a customer’s equipment inventory.
Set distinct profit margin targets for various types of work.
Enable sellers or technicians to conduct sales audits using a mobile app that catalogs equipment by model number.
Use the SalesManager CRM dashboard to monitor daily, weekly, and monthly progress toward sales targets.
Optimize and track the sales process with workflows that guide accounts from prospect to contract.
Generate reports on key sales metrics such as sales volume, seller activity and performance, and projected labor hours.
Present customers with clear, professional proposals that increase your chances of securing contracts.
Personalize proposal templates to suit your needs and deliver them either in print or online.
Highlight the financial advantages of your service program by comparing it to the prospect’s current ownership and operating costs.
Ready to spend less time on paperwork and more time selling?
Talk to a SalesManager specialist.
Get a demo.Further Reading
Resources for Mechanical Contractors
Selling more maintenance agreements is one of the best ways to scale your mechanical service business, particularly in a labor shortage. But improving your sales engine can be a daunting task, especially when you’re focused on operations and keeping up with your current workload. That’s where SalesManager, sales software built for mechanical contractors, can help. […]
10 Effective Strategies To Drive HVAC Business Growth Running a successful HVAC business requires more than just providing excellent service. It also requires strategic planning and proactive measures to consistently drive growth and increase revenue. In this article, we will explore ten actionable strategies that HVAC service providers can implement to boost business growth and […]
FAQs
Looking for help?
Mechanical estimating software is a tool that helps contractors accurately calculate the costs associated with mechanical projects, such as HVAC, plumbing, and electrical work. It can include features like material and labor cost tracking, project timelines, and profit margin calculations. The software ensures that bids and proposals are precise, helping contractors stay competitive and profitable.
ServiceTrade’s SalesManager, specifically, offers estimating capabilities tailored to commercial service contractors. It not only helps create detailed estimates for projects but also integrates these estimates into the overall sales and service workflow. SalesManager allows users to customize pricing models, manage customer equipment inventories, and track the progress of sales audits. By streamlining the estimating process, it enhances efficiency, improves accuracy, and provides a more professional experience for customers.
For preparing mechanical estimates, contractors commonly use specialized estimating software that caters to the complexities of mechanical projects, such as HVAC, plumbing, and electrical work. One standout option is ServiceTrade’s SalesManager, designed specifically for commercial service contractors. SalesManager streamlines the estimating process by allowing users to apply pre-built or customizable pricing models, track equipment inventories, and set profit margins for different types of work. It also integrates seamlessly with the sales workflow, enabling contractors to provide accurate estimates while improving efficiency and communication with clients.
Ready to spend less time on paperwork and more time selling?
Talk to a SalesManager specialist.
Get a demo