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.

Our experience has been very good in all facets of use of the program. We have also had the opportunity to make recommendations to improve the program for our and everyone's general benefit. Most software companies generally have a blind ear to suggestive matter.

This software give a much more professional appearance than anything else out there that I have seen. I t encompasses the necessary "legalese" in the proposal, without making it look like a predatory lawsuit device. The team at Enterprise Selling solutions has also been very helpful in setting up my site to my preferences, rather than a "this is what you get" approach.

The program does have one glitch that can be aggravating at times. If you do not save your work before a period of pausing for 5 to 10 minutes, you may have to log back in, losing that previous entry material. It is a very small annoyance, but does cause an audible "ARGGHHHHH" on occasion.

During the set up and rollout they were 100% helpful and knowledgeable via phone, text, email, including onscreen tutorial. Do your homework researching this company and program and I believe you will find there are the best choice for small to midsize companies that are growing. (You should be prepared for 40-150% growth the first 2 years) I say this because if you are not prepared you will be overwhelmed and not glean the full potential. Also a 3 to 4 mo. introduction and understanding of the product before rollout is a very legit estimate.

The honesty of Dewayne and everyone envolved in the set up and operation of the program. It wasn't just a sale it was an honest open approach of the capability of the program very clear direction on time needed to understand and introduce the program into my company.

when developing the program within my company using the dispatch it sends out an email instantly to the customer. With a small 1 or 2 tech company schedulign adjustment is crutial and beaing able to turn this feature off while getting set up or putting together a tennative schedule would be nice.

Excellent experience. I love the software/program

The software allows us to convey a ton of information to our customers in an easy to read format.

Some glitches in the software that cause a proposal to lose information while the advisor is creating the proposal.

I have used this software now for more then 11-Years and absolutely love it. Make quoting so much faster, consistent, and when a new hire comes on board much easier for them to learn how we quote

I am amazed at the time savings this software has. I use to do all my quotes in Microsoft Word then convert them to Adobe PDF to provide the client. This process use to take me a minimum of an hour for each quote. HVACbizPro does the same in about 5-minutes which frees me up to see more clients and sell more jobs.

Not always adaptive to add-ons or changes on the fly. You can make changes but takes a little longer then you want to spend when in front of a client

When we switched to HVACBizPro, we were able to retire our laptop/printer combo that we carried in duffle bags and set up in the customers dining room. We are now able to review the proposal immediately with the customer, make any modifications necessary, review again then execute the contract or email the proposal. Previously I might go through versions printed on expensive letterhead. We are saving time, money, and not lugging around heavy equipment. It improves the experience for us and our customers 100%.

Completely mobile and paperless. Only need to carry an iPad and clipboard for notes (clipboard could also be eliminated but I’m old school)

Very seldom but occasionally there have been interruptions in internet service from the server. Usually resolved very quickly. Also, cannot use when cellular service is unavailable, but can be resolved by tapping into homeowners wifi or can email proposal from off-site.

Impressive hands down & all the way around! The HVACbizPro team welcomed us with open arms into the 21st century. We went from old school paper tickets to completely computerizing our Heating & Cooling business. Best decision we ever made. Best company we could’ve chosen to guide us ~ HVACbizPro!

HVACbizPro enables our company to look sleeker, run smoother & make a priceless 1st impression over our competitors!

Any issues we want to tweak, are brought up to the team and many have already been implemented.

I am able to give our best, better, good options for HVAC equipment in an orderly and easily to understand way that helps grow our business and sell higher end equipment by giving the customer an easy to understand template of our products that helps them make a fast and stress free decision at the kitchen table!

The software is very easy to use for us the contractor and very easy for the customer to read and understand the different options we quote them. I can fill out my information and have pricing for the customer in minutes!

I have not found a part of this software that i haven't liked using.

Overall this software has been great for us through the years and has simplified our sales process tremendously.

This product is a one stop shop for our HVAC company to provide estimates and invoicing on the spot for our customers as well as dispatching for our techs. It also helps to provide reports to track how we are doing as company as well has how our individual techs & sales people are doing.

The software is web based so if you are without Wifi or cell service you are unable to use it.

Tracking margins, equipment quality levels, closing percentages, and open leads has helped us control the sales department and become much more profitable.

The use of templates to streamline the sales process. Allows for up front proposals in the field. On the back end, it breaks down all aspects, equipment, margin, labor etc. Makes tracking much easier!

Would love to be able to search customers by phone number but I have found very few issues with this program over the last 6 years of use!