for Commercial Mechanical Contractors
Built for Mechanical Contractors. Engineered to Sell.
SalesManager gives mechanical service teams the estimating, proposal, and CRM tools they need to close faster, reduce pricing errors, and quote with confidence.
Disconnected Sales Data Creates Chaos
Spreadsheets and Siloed Systems Are Costing You
Missed Revenue
Repair opportunities slip through when reporting is inconsistent, and field data doesn’t make it back to sales.
Slower Sales Cycles
Quotes take longer, follow-ups stall, and approvals slow down when your team is working across scattered systems.
Contract Risk
Incomplete documentation and inconsistent scoping put contracts at risk and creates gaps your team has to clean up later.
SALESMANAGER FOR COMMERCIAL MECHANICAL CONTRACTORS
One Platform for Estimating, Proposals, and CRM
Build Accurate Proposals in Minutes
Automate estimating and proposal creation to quote up to 80% faster and reduce pricing errors. Build detailed, branded proposals in minutes to make approvals easier and increase gross margins by 15%.
Standardize Your Sales Process
Make quoting predictable, profitable, and professional with built-in data and guardrails that ensure accuracy every time.
Connect Sales and Service
Commercial Mechanical Workflows and Configuration
- Configure preventative maintenance contracts to match each customer’s needs
- Connect your entire sales cycle—from site surveys through invoicing
- Configure inspection scheduling to your customer’s needs
- Create a pricing structure that fits your business
our customers
Some days we’re able to start with a quote at 10 a.m. in the morning and be paid that afternoon. That, to us, is amazing.
our customers
“The information ServiceTrade is able to provide all in one location is huge.”
our customers
“We’re able to run 3 times as many calls on a daily basis as we were prior to.”
our customers
“I was finally able to sleep soundly knowing I was in control.”
Field Service Management Software
Ready to Sell Faster and Grow Your Bottom Line?
SalesManager is the tool your mechanical service team needs to quote faster, close more deals, and protect margins from day one.