Learn How to Use the App Series
Step by Step Instructions for Sales Builder Pro App Users
- 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!
- Discount equipment, accessories and services
- Add Overall Job Items to a Proposal
- Install Manager Pro - Add Overall Job Costs, Installation Kit Items and Labor Options to a Quote
- Install Manager Pro - 'SMART MATERIALS' - Ductless Install Kit items
- Personalize the Proposal with Custom Notes
- Signature Tab
- Signature Tab Customize the Proposal for your Customer
- Navigation Menu - Comfort Consultant User Settings
- Financing Compare Plans and Recommend a Program
- Schedule a Sales Call
- Navigation Menu (Release 8)
- Adjust the Sales Price for Job Complexity
- 3 Ways to Present Your Company's Value Proposition