Proposal software

Create professional proposals faster and win more work

SalesManager helps commercial HVAC and fire contractors turn accurate estimates into consistent, branded proposals without rebuilding information across disconnected tools.

Build better quotes and win more profitable work

Create proposals faster

Turn estimates into professional, branded proposals without copying pricing, scope, and customer information between tools

Give customers clear choices

Present detailed scopes, photos, and good-better-best service options that make proposals easier to understand and approve

Move approved work into service

Carry customer, asset, pricing, and service details from the accepted proposal into ServiceTrade for a clean sales-to-service handoff

Estimating software built for commercial trades

Estimate mechanical service with confidence

Build preventive maintenance and repair estimates using equipment details, service tasks, labor, materials, and margin targets—without rebuilding calculations in spreadsheets. As part of ServiceTrade’s mechanical contractor software, SalesManager connects what was estimated and sold with the customer, asset, and service information your team needs to deliver the work.

Price fire protection work accurately

Build consistent estimates using device counts, fire system types, labor classes, inspection requirements, and recurring service intervals. Together with ServiceTrade’s fire protection software, SalesManager helps carry accurate scope and pricing from the initial estimate through proposal approval, recurring service setup, and field delivery.

Standardize estimating across your business

Apply consistent pricing, margin rules, and estimating templates across trades, offices, and sales teams—while still accounting for the requirements of each opportunity. Connected with ServiceTrade’s commercial service software, SalesManager creates a more continuous workflow from the first estimate to the services your team ultimately delivers.

Create proposals that win more work

Get a demo to see how SalesManager turns estimates into clear, professional proposals.

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Create accurate estimates faster

Standardize labor, materials, pricing, and margins before turning each estimate into a professional proposal.

Keep every opportunity moving

Manage leads, opportunities, activities, and follow-ups alongside the estimates and proposals associated with each deal.

Bring your sales process together

Connect estimating, proposals, and sales tracking in one consistent workflow built for commercial contractors.

The latest

Resources for commercial field service businesses

The proposal workflow problem costing fire protection contractors time and margin

If you’re managing fire inspection proposals without dedicated fire protection estimating software, chances are you already know the pain: your

If you sell service work to customers with multiple facilities, you know how complicated proposal management can get. Different locations,

If fire inspection proposals are slowing down, your team is not the problem. Your proposal workflow is.Manual handoffs: file versions,

Field service management software

Build better proposals with SalesManager

Get a personalized look at how SalesManager can improve your proposal process and sales-to-service handoff.