About
This app empowers HVAC sales professionals to create custom-branded proposals on-site, driving profitable installations. It offers features for generating financing offers, capturing customer requirements, and managing deals to increase sales and profit margins.
What's New in Sales Builder
10.0.2
June 8, 2026
Optional eSign Toolkit Upgrade • Release 10: Supports an optional upgrade to eSign Toolkit to improve your follow up sales process by turning those “think it over” moments into wins. • eSign Link: Send proposal links via text or email directly to your customers. • Interactive Shopping Cart: Provides a branded, user-friendly cart where customers can: o Review proposal options. o View brochures. o Select payment plans. o Sign electronically. • Real-Time Notifications: Stay informed when your customer takes any of the following actions: o First views your proposal. Skips a pre-defined grace period to allow for untracked viewing when you are still with the customer. o Views your proposal again. Limited to one notification per day. o Accepts your proposal. Congratulations on your win! o Declines your proposal. Time to learn why you were not selected or “rehash” the deal? • Hot & Cold Report: This daily follow-up report, sent via email, delivers insights into customer behavior in the following ways: o Tracks accepted, viewed, declined, and expired proposals. o Creates a detailed follow-up report to take the tedium out of your sales process. o Get organized and stay organized with Sales Builder Pro. Enhanced Navigation • iOS 18 Upgrade: The proposal tab bar has been relocated to the top of the screen for a more intuitive and faster navigation experience. Only available on iOS 18. o Enjoy seamless access to all features with an improved interface design. New Sync Button • Purpose: Ideal for revising proposals or resolving technical issues related to integrations. • Functionality: o Sends the proposal to the Management Portal. o Sends a back-office email and pushes estimates to Field Service Management (FSM) solutions. • Notes: o You will not need to use this function on a routine basis. o Be mindful that using this feature may result in duplicate back-office emails or additional estimates being sent to your FSM solution. New App Settings • Show an alert when your proposal revision makes the original proposal Obsolete. • Choose to show Obsolete proposals in your search results by default.
MoreFAQ
What is Sales Builder?
Sales Builder is a productivity app designed for HVAC sales professionals. It helps create custom proposals, generate financing offers, and manage deals to increase sales and profitability.
Is Sales Builder free to use?
Yes, Sales Builder is available for free. It does not have in-app purchases or advertisements, making it a completely free tool for users.
What devices does Sales Builder support?
Sales Builder is currently supported on iPads. It is designed for tablet use to facilitate on-site proposal creation and management.
How often is Sales Builder updated?
The latest version of Sales Builder is 10.0.1, and it was last updated on February 3, 2025. This indicates a commitment to regular updates and improvements.
Can Sales Builder integrate with other software?
Yes, Sales Builder can connect to market-leading field service management (FSM) solutions like ServiceTitan and FieldEdge for schedule and dispatch management.
What is the age rating for Sales Builder?
Sales Builder has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.
How does Sales Builder help manage profit margins?
Sales Builder includes a Pricing Engine and Manage Margin features that remove guesswork from job site pricing, ensuring every deal aligns with your business rules for profitability.
What kind of customer feedback does Sales Builder receive?
Customers have reported significant positive impacts, with one user stating, 'It completely changed my business. It’s the number one best thing I ever did for my business.'
