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Full Stack HVAC Full Stack HVAC

Sales Builder Pro

by iMobile Support

HVAC replacement sales proposal software for closing equipment sales at the kitchen table

5.6 Good See breakdown →

Highlights

41 Features11 Integrations

Capabilities

Per User Free TierMobile App
Buy from iMobile Support Visit website

Media

About This Product

Sales Builder Pro is HVAC-specific proposal software designed for comfort consultants to create complete, professional equipment replacement proposals in under 5 minutes. Features include customizable templates, financing integration, ductless design tools, and Good-Better-Best option presentation. Used by thousands of HVAC Comfort Consultants and distributed through Ferguson HVAC.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
Yes
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
6.0
Features
5.9
Support
5.0
Value
6.0
Integrations
7.0
AI Capabilities
1.5

Features

41 features confirmed across 13categories· Showing confirmed capabilities only

Estimating & Quoting8features

Quoting & EstimatesMulti-option proposal generationDuctless Design CalculationsDuctless design calculationsDynamic Presentation BuilderGood-Better-Best option presentationMulti-Tier Proposal GenerationProposal ManagementCustomizable Proposal Names and DescriptionsGood Better Best Option GenerationGood-Better-Best option presentationProposal ComparisonSide-by-side proposal comparisonProfessional ProposalsCustom branded proposals

Invoicing & Payments7features

Payment ProcessingPayment Plan SelectionConsumer FinancingFinancing ProgramsDeposit And Milestone PaymentsPayment Plan SelectionPrice BookPricebook managementProposal Creation With Integrated FinancingFinancing integration within proposalsAutomated Profit Margins for Labor, Parts and Other ItemsFlexible Payment Scheduling Without Extra FeesSelect Payment Plans

Platform & Customization7features

Custom BrandingPro BrandingCustom TemplatesCustomizable TemplatesDispatch Or FSM Software IntegrationField Service Management IntegrationsDrag And Drop Form BuilderForm Builder ProCustom FieldsCustom formsMulti-Company ManagementManagement PortalCustomizable Management Web Portals

CRM & Sales5features

CRMDeal ManagerDigital Comfort SurveyDigital Comfort SurveyReferral Reward ManagementRewards ProSales Pipeline TrackingDeal Manager pipeline trackingLead ManagementDeal Manager

Mobile & Field Tools4features

Digital SignatureseSign ToolkitDigital Vehicle InspectionsSite SurveyForm ManagementDigital FormsDigital Comfort Survey

Scheduling & Dispatch2features

SchedulingSchedule managementProject ManagementInstall Manager Pro

Training & Education2features

Business Management & OperationsBusiness Management PortalManual J/S/D Load Calculationsductless design calculations

Customer Communication1feature

Proposal SharingRemote proposal review and signing

Reporting & Analytics1feature

Net Promoter Score (NPS) TrackingComfort Survey

Technician Management1feature

Team ManagementSales team management

Equipment & Asset Management1feature

Bluon Integration For Equipment SpecsEquipment specifications and warranty display

Accounting Integration1feature

Allocation Formulas and Rules EngineBusiness rules pricing engine

Compliance & Safety1feature

Duct DesignDuctless design calculations

Integrations 11 across 5 categories

Payment Processing 4
Hearth
PowerPay
Service 1st
Upgrade, Inc.
Field Service 3
FieldEdge

FieldEdge

ServMan
ServiceTitan

ServiceTitan

Accounting 2
QuickBooks Desktop Native
QuickBooks Online Native
Data & Automation 1
Zapier Zapier
Industry-Specific 1
American Standard

Pricing

Model
Per User
Starting at
Contact for pricing

Related Products 2 across 1 category

Alternatives & Competitors

OnCall Air Evidence-backed Good
OnCall Air Partial match
Why these are related — sources 1
  • hvacproposalkit.com

    “It sits in the same category as Sales Builder Pro and ProposalKit — purpose-built for HVAC proposals, not a general tool adapted for the trade.”

Airship Evidence-backed Good
Airship (airship.us) Partial match
Why these are related — sources 1
  • hvacproposalkit.com

    “Sales Builder Pro, Airship, OnCall Air, and ProposalKit are all designed to work on tablets and iPads.”