App Users and Manager Programs
Jump into our online learning programs as soon as possible. Choose between live sessions or our online video series. Live Sessions are capped at 2 participants. The sequence of sessions is carefully thought out so you get the most out of the sessions in the least amount of time. Your understanding of how the app works will help us build the app to meet the needs of your team.
Online Learning Video Series Links:
Recommended Live Sessions
Session 1: Learn How to Use the App
Managers and Sales Team: This is a 60-minute session where you will build 3 proposals of increasing complexity. After completing this class, you will be ready for Learn How to Use the App Session 2.
Session 2: Learn How to Use the App
Managers and Sales Team - Learn how to schedule a job, adjust pricing, customize the Proposal PDF, build a Single Zone Ductless system, and personalize your quote with unique user settings
Video: App Session 2 at Your Own Pace: Step-by-step instructions and downloadable presentation slides
Session 3: Management Portal
Managers - The Business Management Portal gives you complete visibility of the data contained in your app. You will learn how to view the status of your app, schedule appointments, submit documents to IMS, export current equipment, accessory, and add-on price books and customize accessories, materials, financing options, and Sales Presentation materials.
Session 4: Pricing Engine
Managers - Learn how to set up and manage the pricing of your equipment and services in the Business Management Portal. This session includes an introduction to Install Manager Kits.
Session 5: Install Manager Pro
Managers - Learn how to set up the Install Manager Pro Installation Kits, Categories, and Items.
Session 6: Deal Manager and Business Tools
Sales Manager - Learn how to use Deal Manager. We'll look at 3 common use cases of the Deal Manager and explore the new Deal Manager features. Learn how to run a better business with real-time reporting, call volume, sales funnel, win rates, sales rep comparisons, presentation timeline, and business reports.
Session 7: What's New Inside Release 9?
Sales Builder Pro App Users and Admins
Version 9 is our biggest app upgrade ever. We’ve raised the bar on the in-home buying experience. You can combine the best-consumer buying experience with the most professional, productive, and profitable sales-to-install process. Yes, it's a big change. But relax, you can ease into the changes over time. Your workflow remains the same. Our defaults get you started with what you are used to using today.
Register for a Live Session:
Contact firstname.lastname@example.org if you would like to schedule a training session.