Choosing the wrong HVAC sales software can be costly. Get your free sales process assessment.
Choosing the wrong HVAC sales software can be costly. Get your free sales process assessment.
Frequently Asked Questions
Yes! You can offer any brand you want. “Non-connected” products will:
It all depends on how much time you invest.
Some customers are up and running within days. The average onboarding takes around 3 weeks.
We recommend having 3-4 training calls with our Customer Success team. We have an initial setup guide for more independent learners as well. If you need additional training or review, you can schedule those calls with us at no additional charge!
The customer success team is available Monday through Friday from 8:30 am to 5:30 pm.
You can create financing options to be offered on your proposals. This will show homeowners an estimated monthly payment. You can even add a link for customers to apply directly. Click here to learn how.
Our Finance+ integration makes presenting financing options even easier! Customers will be able to see their estimated monthly payment, terms and conditions, and can click to apply right from their proposal. With Finance+ you can expect to receive financing decisions within minutes.