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Pro Comfort Advisor

by Pro Comfort Advisor LLC

iPad-based HVAC sales system with Base/Good/Better/Best proposals, multi-brand support, and offline capability.

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About This Product

Pro Comfort Advisor is an iPad and Windows-based HVAC selling system from West Chester, OH that enables in-home sales presentations with dynamic Base/Good/Better/Best proposal formats. It works with any and multiple equipment brands, builds costs, commissions, warranties, and promotions into pricing, and operates without internet connectivity. Includes ductless system add-on and Excellence Alliance integration.

Capabilities

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

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

FSH Score Breakdown

Ease of Use
7.0
Features
6.5
Support
5.0
Value
5.5
Integrations
6.5
AI Capabilities
1.5

Customer Reviews

Features

28 features confirmed across 10categories· Showing confirmed capabilities only

Invoicing & Payments7features

Invoicingprofessional invoice and agreement printing/emailingPrice Bookpreloaded tasking groups and tasks for service pricingAHRI Rebate TrackingCustomizable rebates and creditsLow Monthly Payment Display on EstimatesMonthly payment displayPricing And CommissionsPricebook SynchronizationRemote price update syncCustomizable Flat Rate Pricing Columns and Task GroupsCustomizable flat-rate pricing columns and task groups

Estimating & Quoting5features

Quoting & Estimatesmulti-option proposal presentationAdjustable Pricing FactorsMulti-Tier Proposal GenerationBuilt-in Database of Price Estimates for HVAC Components and ServicesGood Better Best Options

Mobile & Field Tools4features

Offline Modeoffline capability for in-home useDigital SignaturesDigital signature captureLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentJob Checklists And Photos

Platform & Customization4features

Custom Brandingcustomizable branding with company logoDocument ManagementVisual repair documentation with photos and diagramsAutomatic Routing of Field Content to Office WorkflowsRemote price updates from home office to fieldCustom TemplatesCustomizable rebates and credits

Equipment & Asset Management3features

Equipment SelectionMulti-brand equipment supportMulti-Brand Equipment CompatibilityMulti-brand equipment compatibilityMulti-Zone System Configuration

Scheduling & Dispatch1feature

Linked Tasks

Customer Communication1feature

Document Print And SendEmail or print professional agreements

Inventory Management1feature

Parts DatabasePre-loaded equipment and accessory database

CRM & Sales1feature

Maintenance Agreement ManagerService agreement savings visualization

Accounting Integration1feature

Job Costingcost capture for equipment, labor, warranty, promotions, and commissions

Pricing

Model
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