By ServiceTrade
Sales manager software built to help you sell more, faster
The sales management software that helps commercial contractors quote faster, price every job consistently, and hand off every win to service without re-entering a thing.
SalesManager for commercial contractors
One platform built for how your team actually sells
Sell faster with less time on estimating
Create standardized templates that help you send estimates 80% faster than before
Standardize pricing and eliminate accounting errors
Built-in margin tables mean any rep can quote consistently and profitably, no matter how long they’ve been on the job.
From sales to service, it's all connected
Approved proposals sync straight into ServiceTrade, so new work gets scheduled without re-entering a single line of data.
Built for Fire & Mechanical Trades
Sales software built for commercial service work
SalesManager helps fire and mechanical teams create accurate proposals, protect margins, and move work from opportunity to service without messy handoffs.
Fire & security
- NFPA-compliant inspection intervals
- AHJ-specific proposal templates
- Labor classes built for fire work
Mechanical
- Equipment-based maintenance pricing
- Preventive maintenance proposal templates
- Margin guardrails for every quote
What SalesManager does for contractors
Everything your sales team needs to close jobs faster
Create better proposals, faster
- Accelerate quote creation: fire inspection and maintenance proposals in minutes, not hours
- Eliminate re-entry: remove the 7–8 manual data entry touchpoints between a site survey and ServiceTrade
- Give customers choices: good, better, best inspection service and pricing options
- Send professional proposals: branded, asset-rich quotes that show compliance expertise
Standardize your sales process
- Protect margins: custom labor, material, and subcontractor margin tables by fire system type
- Embed compliance expertise: AHJ-specific templates and NFPA-compliant intervals, so accuracy doesn't depend on tenure
- Hire sellers, not experts: guardrails let any rep close deals confidently, no decades of fire experience required
Connect sales to service
- Sync with ServiceTrade: push approved quotes in, auto-create recurring services and inspection schedules
- Pre-validated handoffs: contract data is checked before it reaches operations, so inspection intervals match fire code from day one
- Turn deficiencies into opportunities: auto-generate follow-up work from what's found during inspections
- Forecast technician workload: track sold labor across offices to keep contracted schedules on track
Sell and scale multi-site contracts
- Quote multi-location contracts in one proposal: price and present a multi-site fire inspection contract as a single, unified proposal
- Standardize pricing across every branch: the same labor classes, margin tables, and NFPA-compliant intervals apply
- See pipeline across the whole company so leadership can track multi-site deals and proposal status in one system
- Forecast recurring revenue with confidence: standardized, compliance-driven contracts make renewal revenue predictable
Turn more service opportunities into profitable work
SalesManager connects quoting, follow-up, and pipeline visibility so your team can move faster, protect profitability, and win more of the right work.
Boost revenue with smarter sales technology
“BlueHat Mechanical has experienced over 40% revenue growth in the last year since building out its sales team and using SalesManager.”
FAQs
Common questions about SalesManager
Is SalesManager a CRM, or does it replace ours?
SalesManager tracks your leads, quotes, and pipeline, so plenty of contractors run it as their CRM outright. If your team is committed to Salesforce or HubSpot, SalesManager works alongside it: standardize pricing, build a proposal in minutes instead of hours, then sync the closed deal straight into ServiceTrade for service delivery. You get purpose-built estimating without tearing out a system your team already knows.
Does SalesManager work for both mechanical and fire protection contractors?
Yes. SalesManager ships with templates built for each trade: manufacturer-based rating tables and maintenance plan templates for mechanical contractors, NFPA-compliant inspection intervals and AHJ-specific templates for fire protection. Whichever trade you run, or both, your team quotes with the pricing logic and code requirements built for how the work actually gets done. Comfort Systems USA runs it for mechanical. National Fire Solutions runs it for fire.
How does SalesManager keep fire proposals NFPA/AHJ compliant?
SalesManager builds compliance into the quote itself. Inspection intervals are pre-set to match fire code (weekly, monthly, quarterly, yearly), and templates adjust by region to your local AHJ requirements. Add labor classes for alarm, sprinkler, extinguisher, and suppression work, and asset-level pricing catches errors before a proposal goes out, so a transposed number or a missed device count doesn’t cost you the job. In a focus group of 10+ fire contractors, reducing pricing errors like these ranked as the #1 priority to fix.
Can SalesManager handle multi-site or multi-GC (general contractor) proposals?
Yes, both. Combine estimates across multiple sites into one unified proposal instead of building separate quotes for each location. And with Multi-GC Bid Management, you can bid the same job to multiple general contractors from a single proposal: SalesManager tracks each GC’s bid separately, win or lose, while rolling everything up to one opportunity, so your pipeline reports the job once instead of inflating it with duplicates.
Does SalesManager integrate with our other systems (CRM, ERP, accounting)?
Yes. The SalesManager Open API gives secure, real-time access to your companies, contacts, leads, and opportunities, so you can sync SalesManager with your CRM, ERP, or accounting system instead of relying on manual CSV exports and re-keying. It’s built to connect to whatever’s already in your stack, not a fixed list of pre-built connectors. Most teams start by syncing customer and contact data, then expand into deeper operational and finance workflows.
Is SalesManager included with ServiceTrade, or does it cost extra?
SalesManager is sold as its own product. You can add it to your existing ServiceTrade account, or run it standalone if you’re not on ServiceTrade yet and want the estimating and proposal engine first. Pricing depends on your team size and which trades you’re quoting for, so the fastest way to get a number is to talk to us directly.
The latest
Resources for selecting the best sales management software
Fire contractors who consistently win new contracts don’t just have good salespeople, they have a system. One where proposals are
Selling more maintenance agreements is one of the best ways to scale your mechanical service business, particularly in a labor
If you sell service work to customers with multiple facilities, you know how complicated proposal management can get. Different locations,
Field service management software
Stop losing margin to pricing errors
Fire contractors using SalesManager cut proposal time by 80% and see a 15% increase in gross margin. Get a live demo today.
