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The HVAC Estimating Software for Commercial Service Contractors
Create proposals, manage your sales funnel, win and retain top customers.
Build profitable proposals with the best HVAC proposal software.
- Apply pre-built or customizable pricing models to the customer’s equipment inventory.
- Set different profit margin goals for different types of work including spot, add-on, replacement, plan/spec, design/build, etc.
- Perform sales audits with sellers or HVAC technicians with the NorthBoundary SalesManager mobile application.
A CRM for automating and managing your HVAC sales.
- Use the NorthBoundary SalesManager HVAC CRM dashboard to track daily, weekly, and monthly progress toward sales goals.
- Streamline and measure the entire sales process with seller workflows that move accounts from prospect to survey to proposal to follow-up to signature.
- Report on HVAC sales KPIs:
- Sales Volume
- Labor Hours
- Prospecting Activity
- Sales Quotes and Bookings
- Dials, Contacts and Appointments
- Quota Attainment
The HVAC sales software built to help you win.
- Secure more contracts by providing customers clear and professional proposals with electronic signature.
- Brand and customize proposal templates any way you like and deliver them printed or electronically.
- Show the prospect the financial benefits of implementing your HVAC service program using their current owning and operating costs.
Ready to spend less time on paperwork and more time selling profitable HVAC Service Agreements?
Request a meeting with a NorthBoundary SalesManager specialist.
Impact of HVAC Sales Process Improvements
“Before NorthBoundary SalesManager, many companies were forced in the direction of adopting different technologies for different use cases such as CRM, estimating, proposing, etc. We had all these things siloed in different technologies. NorthBoundary SalesManager is giving companies more continuity, better, more streamlined processes, and stronger metrics from an estimating standpoint.”
BlueHat Mechanical has experienced over 40% revenue growth in the last year* since building out their sales team and using NorthBoundary SalesManager to conduct site surveys, prepare proposals, and secure new projects/maintenance agreements. BlueHat secured 50% more planned maintenance work while only adding 10% more technician capacity thanks to a robust tech stack that includes ServiceTrade and NorthBoundary SalesManager.
* year-over-year, trailing twelve months
Frequently asked questions
How can NorthBoundary SalesManager help me in managing my HVAC sales and service agreements?
NorthBoundary SalesManager is a commercial HVAC estimating and proposal software that allows you to apply pre-built or customizable pricing models to your customer’s equipment inventory. This helps you create contract pricing that meets your profit margin goals. Additionally, you can set different profit margin goals for different types of work, such as spot, add-on, replacement, plan/spec, design/build, etc. The software also provides a mobile application that allows you to perform sales audits with sellers or technicians of any experience level, helping you inventory equipment by model number. Overall, NorthBoundary SalesManager streamlines and measures the entire sales process with seller workflows that move accounts from prospect to survey to proposal to follow up to signature.
How can the NorthBoundary SalesManager dashboard benefit me in tracking my sales goals?
The NorthBoundary SalesManager HVAC CRM dashboard is designed to track daily, weekly, and monthly progress towards sales goals. It provides you with a clear overview of your sales performance and allows you to measure the success of your sales efforts. By utilizing this dashboard, you can easily monitor your team’s sales activities, identify areas for improvement, and make informed decisions to optimize your sales process.
Can NorthBoundary SalesManager help me create professional proposals that can increase my chances of winning contracts?
Yes, NorthBoundary SalesManager offers HVAC Proposal Software that can help you create clear and professional proposals to present to your customers. You can customize proposal templates according to your preferences and deliver them either printed or electronically. This software also enables you to showcase the financial benefits of implementing your service program by incorporating the customer’s current owning and operating costs. By providing customers with professional and well-presented proposals, you can significantly enhance your chances of winning contracts and securing more projects and maintenance agreements.
How can NorthBoundary SalesManager save me time and streamline the paperwork involved in sales?
NorthBoundary is designed to help you spend less time on paperwork and more time selling. With its user-friendly interface and automation capabilities, it simplifies and streamlines the entire sales process. You can easily move accounts from prospect to survey to proposal to follow-up to signature using seller workflows within the software. Additionally, the electronic signature feature allows you to obtain signatures quickly and securely, eliminating the need for manual paperwork. By utilizing NorthBoundary SalesManager, you can free up valuable time and focus on closing deals and growing your business.
How are other companies using NorthBoundary SalesManager?
NorthBoundary SalesManager is one of ServiceTrade’s newest products, and already we’re seeing success and hearing rave reviews. Check out our recent chat with NorthBoundary SalesManager customer, Comfort Systems USA.
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