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Sales Builder Pro

by iMobile Support

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

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
7.5
Features
6.5
Support
5.0
Value
6.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

27 features confirmed across 10categories· Showing confirmed capabilities only

Estimating & Quoting7features

Quoting & EstimatesMulti-option proposal generationDynamic Presentation BuilderGood-Better-Best option presentationMulti-Tier Proposal GenerationProfessional ProposalsProposal ComparisonProposal ManagementDuctless Design Calculations

Invoicing & Payments4features

Payment ProcessingPayment Plan SelectionAutomated Profit Margins for Labor, Parts and Other ItemsDeposit And Milestone PaymentsConsumer Financingfinance payment calculation

Mobile & Field Tools4features

Digital Vehicle InspectionsForm ManagementDigital FormsDigital Comfort SurveyDigital SignaturesRemote proposal review and signing

Platform & Customization4features

Custom Fieldscustom formsDrag And Drop Form BuilderCustom BrandingPro BrandingCustomizable Management Web Portals

Scheduling & Dispatch2features

Schedulingjob schedulingProject ManagementInstall Manager Pro

CRM & Sales2features

Digital Comfort SurveyLead ManagementDeal Manager

Customer Communication1feature

Proposal Sharing

Reporting & Analytics1feature

Net Promoter Score (NPS) TrackingComfort Survey

Equipment & Asset Management1feature

Bluon Integration For Equipment Specs

Compliance & Safety1feature

Duct DesignDuctless Design Tools

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

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.”

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.”