LEARN HOW TO USE THE APP
Learn How to Use the App - Register for Live Session or View Learn at Your Own Pace Video
Learn How to Use the App Series
- Install the App on Your Apple Tablet
- Install Sales Builder Pro on your Android Device
- Build Your First Quick Proposal in Less Than 5 Minutes!
- How to Adjust the Sale Price with Discounts, Pricing Adjustments and Install Button
- Add Overall Job Items to a Proposal
- Install Manager Pro - Add Overall Job Costs, Installation Kit Items and Labor Options to a Quote
Learn How to Use the App in Less than 60 Minutes!
Frequently Asked Questions
- How do I turn off Line Item Pricing in the Proposal PDF?
- How do I Customize the Proposal Name?
- Brochure Links in the Customer Email do not work for some homeowners
- How Do I Build An Option With Two Condensers or Two Systems?
- How do I add Sales Tax to a proposal?
- How do I quote equipment that is not preloaded in my pricebook?
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)
- Does the app calculate the amount of additional refrigerant required for a system layout?
Accessories, Additional Services and Materials
Notes Tab (Release 9)
Signature Tab
- Signature Tab
- How do I Add Mail-In Rebates to a Quote?
- Signatures - Acceptance and Approval
- Final Notes - Install Date, Customer Notes, Office Notes (Release 8)
- Final Notes - End User Sales Taxes & Fees (Release 8)
- Signatures -View, Action, Email