Earn more high-value service agreements with NorthBoundary.

Create proposals, manage your sales funnel, win and retain top customers.

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.

Request a NorthBoundary demo

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