LEARN HOW TO USE THE APP
Learn How to Use the App Series
- Install the App on Your Tablet
- Install Sales Builder Pro on your Android Device
- Build a Quote - Flowchart
- Build Your First Quick Proposal in Less Than 5 Minutes! (Release 9)
- Discount equipment, accessories and services
- Add Overall Job Items to a Proposal
Learn How to Use the App in Less than 60 Minutes!
Frequently Asked Questions
- How do I add Sales Tax to a proposal?
- How do I quote equipment that is not preloaded in my pricebook?
- Is there a quick reference guide for using the App?
- How do I download the app to my tablet?
- How to Download Past Jobs to a New Tablet
- How do I reset my password?
Navigation Menu
How Do I Start a Job? How do I Schedule a Job? Reschedule a Job?
- How Do I Start a Quick Proposal?
- How Do I Schedule Job for an Existing Customer?
- How Do I Schedule a Job for a New Customer? (Video-3 min)
- How Do I Start a Scheduled Job? (Video 3 min)
- Will Sales Builder Pro Integrate with my Existing Calendar Process?
- How do I Reschedule, Reassign, Delete and Edit Jobs?
Build a System
- How do I Select Equipment for a Quote?
- How do I add additional materials and labor to a quote while building the proposal?
- What fields are included in a Preconfigured System?
- Ductless Single Zone Comfort Solution (1 min video)
- Ductless Zoned Comfort Solution (5 min video)
- How are the BTU Designed values calculated for systems built on the Ductless Tab?
Accessories, Additional Services and Materials
Notes Tab (Release 9)
Signature
- Signature Tab (Release 9)
- Getting Started - Signature Tab (Release 8)
- Notes & Payment, Total Investment (Release 8)
- How do I Enter Mail-In Rebates? (Release 8)
- Final Notes - Install Date, Customer Notes, Office Notes (Release 8)
- Final Notes - Settings