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What's New? Release 9.2
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TRAINING INFORMATION and A STEP BY STEP PLAN TO BUILD YOUR APP
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LEARN HOW TO USE THE APP
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LEARN HOW TO MANAGE THE APP
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LEARN HOW TO MANAGE PRICING
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SALES MANAGEMENT TOOLS: Deal Manager
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SALES MANAGEMENT TOOLS: Identify Best Practices
Analyze your data and export reports.
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INSTALL MANAGER PRO - Getting Started
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FORM BUILDER PRO - Comfort Survey, Site Survey and Custom Forms
The Comfort Survey is included in all Sales Builder Pro packages. The Site Survey is included in Preferred and Premiu...
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FINANCE PARTNERSHIP: Hearth Financing
Why should you use Hearth Financing? Learn how to set up Hearth Financing Program in Sales Builder Pro
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FINANCE PARTNERSHIP: PowerPay
PowerPay gives you the ability to offer your customers up to $100,000 with no hidden contractor fees, credit cards or...
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FINANCE PARTNERSHIP: Service 1st Premier Program
Service 1st Premier Program, a worry-free service for homeowners to replace and upgrade their heating and cooling sys...
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SERVICE TITAN INTEGRATION
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FIELD EDGE INTEGRATION
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RELEASE 9
What's Inside?
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ProConnect Contractors
This section contains information for ProConnect program users.
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ProConnect Admin Team
ProConnect Admin Team Workflow instructions
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LG Ductless
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Mitsubishi Electric - Trane GAP Program
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SALES BUILDER PRO SOFTWARE UPDATES
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iPad and Android Tablet - Frequently Asked Questions
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Accessibility