Service management software that streamlines operations, optimizes field performance, and boosts sales and client retention.
Software for code-compliant fire and life safety inspections that reduce risk and drive revenue.
Parts management software to equip technicians and protect margins.
Service sales software for creating proposals and managing sales pipeline.
If you sell service work to customers with multiple facilities, you know how complicated proposal management can get. Different locations, different scopes, different service levels… and usually a whole lot of manual effort just to keep everything straight. That’s why we’re excited to enable Multi-Site Proposals for all SalesManager customers, a powerful new way to build, manage, and deliver proposals for multi-location customers with total clarity and zero chaos.
Multi-Site Proposals gives sales teams a streamlined, repeatable workflow for organizing all proposed work across every customer site. Instead of juggling spreadsheets, email threads, and dozens of disconnected PDFs, you can now build one coordinated package that captures every service recommendation, pricing option, and location-specific detail in a clean, professional format.
With Multi-Site Proposals, you can finally eliminate the friction that slows down enterprise sales cycles. Whether your customer has five locations or five hundred, your team can group all recommended work into a single, polished proposal that’s easy for stakeholders to review and approve.
Customers can see exactly what they’re getting at each site, no guesswork, no ambiguity, no back-and-forth hunting for details. That clarity builds confidence, speeds decision-making, and helps you close larger, more complex deals faster.
Multi-location proposals often break down because every rep builds them differently. With this release, your team will follow a consistent structure that ensures pricing, tasks, plan levels, and descriptions are standardized across every proposal.
That means:
When every stakeholder, including sales, operations, service, and the customer, is looking at the same organized information, the entire experience becomes more predictable and professional.
Instead of losing hours piecing together multiple documents, reps can now prepare multi-site proposals in a fraction of the time. That frees them up to focus on what actually moves deals forward: meaningful conversations with customers about expanding coverage, upgrading service levels, or addressing deferred maintenance across their portfolio.
And because the proposal structure makes cross-location comparisons easy, customers can instantly understand their options and confidently select what works best for their business.
Multi-Site Proposals isn’t just a workflow improvement. It’s a value multiplier. It helps your team present complex work more clearly, build trust with enterprise clients, and close larger, more strategic contracts with less effort.
We’re excited to bring this capability to your sales process, and we can’t wait to see how it helps you win more work with your multi-location customers.
Fire and life safety work doesn’t look the same for every contractor. Some teams focus primarily on recurring inspections and compliance reporting. Others balance inspections with service calls, repairs, and ongoing maintenance across multiple sites and systems. Many fire protection businesses fall somewhere in between—managing a mix of scheduled inspections, emergency service, deficiency tracking, and […]
Mechanical inspections don’t look the same for every contractor. Residential teams need to move fast, stay consistent, and clearly communicate results to customers. Commercial contractors often need more capabilities—like detailed asset tracking, preventative maintenance, and help staying compliant. Many mechanical businesses sit somewhere in the middle, handling a mix of both. The problem? Most inspection […]
