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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.

Pro Comfort Advisor - by Pro Comfort Advisor LLC - Proposal Software software - logo 5.6 Good See breakdown →

Highlights

24 Features

Capabilities

Subscription Free TrialMobile App
Buy from Pro Comfort Advisor LLC Visit website

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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
6.0
AI Capabilities
1.5

Customer Reviews

Features

24 features confirmed across 9categories· Showing confirmed capabilities only

Invoicing & Payments5features

Invoicingprofessional invoice and agreement printing/emailingPrice Bookpreloaded tasking groups and tasks for service pricingPricebook SynchronizationPricing And CommissionsCustomizable 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 diagramsCustom TemplatesCustomizable rebates and creditsAutomatic Routing of Field Content to Office Workflows

Equipment & Asset Management2features

Multi-Brand Equipment CompatibilityMulti-Zone System Configuration

Scheduling & Dispatch1feature

Linked Tasks

Customer Communication1feature

Document Print And Send

CRM & Sales1feature

Maintenance Agreement ManagerService agreement savings visualization

Accounting Integration1feature

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

Pricing

Model
Subscription
Starting at
Contact for pricing

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