1. Lots of positive feedback from clients on how thorough the proposals are and clear to read. 2. Can create professional proposals while at the job or email very easily

1. Professional appearance for client. 2. Easily customizable. 3. Affordable. 4. Able to add add-ons including short videos to explain to clients the benefits of the product. 5. Once templates are created, its quick and easy to do a proposal either in the house or via email. 6. Recently added "dispatch" section sends email and texts to client and salesman reminding them of the appointment. 7. Sends automatic follow ups to potential clients after 2 days, 2 weeks, 4 weeks ( i have sold many jobs 4 weeks after sending them) 8. Last but NOT least....GREAT customer support!

1. The software offers 4 different options, I wish it could do 6. Then i could "bundle" add-ons instead of always being an add-on which they have to choose seperately. 2. I wish i could copy templates and create a new one without filling in all the info ( not a big deal though)

The template option if you take the time to do so - especially for some estimators that may not be consistent with multiple option or high end equipment- this is sort of a fail safe that can be automated. Without a doubt your sales will go up if utilized properly. We have since bought into another HVAC based software that has a customization selling tool similar to HVAC biz pro however we opted out of that due to HVAC biz pro being superior to what they had to offer and was even part of the package.

Customize-able and personally love the automated product links for customer review. Customer service was always prompt-

Occasional but not often communication issues - ( Rare ) Out of probably 5 years of use at minimum- the only issue that comes to mind was a legal disclaimer was not being emailed to customer- during a glitch for a day or two in there system - and luck would have it that it became an issue although was resolved- we still utilize this due to customer service as well as the detail in which the program works - and ease of use for us and homeowners.

like most software when it works it great but we could never print with the software it had half of the proposal on one page and the other half on another.

presents a professional proposal fast and accurate for the homeowner

the printing of the disposal never worked correctly. customer support said it was in my set-up and was on my end. i could never figure it out.

Great

Options options simplicity cost Ease use

HVAC only.

The software is designed to make it much easier to present accurate and professional proposals quickly, and that is exactly what it does. Since using it, it is amazing the ease of use, how it has increased our closing ratio and we are now selling more add-ons, but most important, realizing how much we were selling systems under true margin. I hated doing estimates before because they took so long but not anymore. In addition, the training and support have been excellent. There is no doubt, the benefits far exceed the cost.

We subscribed to this software way before we started using it. It takes a little bit of time, patience and effort to get started which I often lack but now looking back, we were foolish to wait so long.