Install Manager Pro Install Kits, Categories and Items Explained

Install manager Pro automates the routine task of creating a bill-of-materials with labor hours and estimates the risk that a job will run over.

How Install Manager Pro Works:

Install Kit Materials: Specific materials (items) are organized into categories. An Install Kit consists of as many Categories. An Install Kit is assigned to each type of equipment.

A “top-down” look at the structure:

• Equipment Type (like an AC or Furnace)
• Install Kit (one for each type)
• Categories (as many as needed)
  • Items (specific material)

Items (specific material)

An Item may belong to one or more Install Kits. You don’t have to overthink this, we recommend you add an Item called Supplies for non-inventoried items such as fasteners, tie wraps, and duct tape. For major items, like a line set, we recommend you price this carefully (either in pre-cut lengths or by the foot) as it is a major cost driver.

Your time investment in itemizing these kits is the “gift that keeps on giving” – you get a more accurate cost, labor, risk estimate, and price on every new proposal.  You’ll get an actionable, itemized bill-of-materials, labor analysis (hours and days), and overall risk estimate for every win.

Install Kits are organized by Categories that have one of the following properties:

• Mandatory. On the app, the Comfort Consultant must select one item from this category – so, take care when marking an item mandatory. Mandatory items can’t be removed from the proposal. The app will autoselect one item in the category depending on the status of the Business rule setting: "Default to highest priced items for install kits"
  • Example: Supplies are an example of a “mandatory item” – although some contractors prefer to account for this cost in overhead.

• Recommended. On the app, these items are automatically added to the proposal. The Comfort Consultant may de-select recommended items when they are not needed. The app will autoselect one item in the category depending on the status of the Business rule setting: "Default to highest priced items for install kits"
  • Example: An outdoor pad when you plan on reusing an existing pad.
  • Best Practice: Comfort Consultants should add a note for the install manager and crew – just touch the blue “i” note icon.

• Optional. On the app, the Comfort Consultant selects Optional items when needed.
  • Best Practice: When in doubt between Recommended and Optional make the item Recommended – it is often easier for the Comfort Consultant to deselect items than try and remember everything during the time-crunch of today’s fast-paced selling environment.

Additional Resources:

Install Manager Pro - Cliff Notes attached

Business Rule App Settings Link: The app will autoselect one item in the category depending on the status of the Business rule setting