Build Profitable Proposals With HVAC Estimating Software
- Apply pre-built or customizable pricing models to the customer’s equipment inventory to create contract pricing that meets your profit margin goals.
- 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 technicians with any experience level with the NorthBoundary mobile application to inventory equipment by model number.
Automate and Manage Mechanical HVAC Sales
- Use the NorthBoundary HVAC CRM dashboard to track daily, weekly, and monthly progress towards 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 sales KPIs:
- Sales Volume
- Labor Hours
- Prospecting Activity
- Sales Quotes and Bookings
- Dials, Contacts and Appointments
- Quota Attainment
Use HVAC Proposal Software to Win With a Professional Pitch
- Secure more contracts by providing customers clear and professional proposals with electronic signature.
- Customize proposal templates any way you like and deliver them printed or electronically.
- Show the prospect the financial benefits of implementing your service program using their current owning and operating costs.
Ready to spend less time on paperwork and more time selling?
Request a meeting with a NorthBoundary specialist.
Impact of HVAC Sales Process Improvements
BlueHat Mechanical has experienced over 40% revenue growth in the last year* since building out their sales team and using NorthBoundary 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.
* year-over-year, trailing twelve months