# Sales Builder

> HVAC sales proposal and business management tool for professional contractors. (iPhone/iPad app by Intelligent Mobile Support, Inc..)

- Source: https://appshunter.io/ios/app/sales-builder/id1183008680 (this page in markdown: same URL + `.md`)
- Developer: [Intelligent Mobile Support, Inc.](https://appshunter.io/developer/960083155)
- Category: Productivity, Business
- Price: Free
- Rating: 4.60/5 from 10 App Store ratings
- Age rating: 4+
- Requires: iOS 12.0 · 31 MB
- Languages: English
- Released: 2016-12-15
- Data updated: 2026-06-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sales-builder/id1183008680/reviews.md

## What is Sales Builder?

Sales Builder Pro is built to take HVAC sales to the highest professional level. Fast, accurate, and custom-branded proposals are done on site — on the first visit — to drive profitable installs.

Only Sales Builder Pro contains all these features to help you sell more in less time:
• Go beyond good – better – best proposals and create customized, personalized proposals in minutes.
• Close more deals right at the kitchen table on the first visit – to be more productive.
• Generate multiple financing offers in seconds, right in front of the customer, to make it easier for them to buy with low monthly payments instead of a big lump sum. Plus, customers will be more likely to add upgrades for a higher average ticket price.
• Capture all your customers’ requirements for higher follow-up win rates.
• Automatically filter your pending deals by 2-, 7-, and 30-day categories, so you can start every day with a prioritized to-do list and follow up with deals by age.

While there are many proposal apps, only Sales Builder Pro contains the quick and simple tools that help you earn more — every day. Here’s how Sales Builder Pro drives average ticket prices and profit margins higher:
• Our Pricing Engine and Manage Margin features take the guess work out of job site pricing. Every deal follows your business rules for profitability.
• Our Install feature configures a complete list of installation equipment, accessories, and materials. Finally, you’ll get predictable installation times.
• Our built-in Risk Manager algorithm assigns a level of risk to your labor hour estimates. Now, you can prevent costly rollovers.
• Our configurable photo documentation and data capture Site Survey tool streamlines communication between Comfort Consultants and install crews. You’ll get profitable, on-time installations and happier customers.
• Our sales management tools help individuals and teams of any size to see real-time data on Wins, Losses, and Pending Deals. Finally, you can see what was presented and what worked to improve your process. 

Sales Builder Pro helps you build a better business in every part of your operation. For example, it can connect to market-leading field service management (FSM) solutions, such as ServiceTitan and FieldEdge, to manage your schedule and dispatch functions across your organization. If you chose an FSM solution to optimize your service organization, isn’t it time to choose Sales Builder Pro to optimize your sales operation?

Sales Builder Pro is the indispensable tool used by thousands of HVAC Comfort Consultants around the country. Download Sales Builder Pro and drive real, profitable growth for your contracting business. Find out for yourself why one customer said: "It completely changed my business. It’s the number one best thing I ever did for my business."

## Key features

- Customizable, branded proposals
- On-site deal closing
- Multiple financing offers
- Deal filtering and prioritization
- Pricing and margin management
- Installation equipment configuration
- Risk assessment for labor estimates
- Site survey documentation


## Frequently asked questions about Sales Builder

### 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.'

## Version history (last 5 releases)

### 10.0.2 — 2026-06-08

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.

### 10.0.1 — 2025-02-03

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.

### 10.0 — 2024-12-10

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.

### 9.3.2 — 2024-08-19

This release offers the ability to quote new equipment types on the Option tab under Heating/Other.
- Generators
- Water Heaters
- Fuel Tanks
- Water Tanks

Finance these items without any workarounds.

If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab.

Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell.

Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in.

Select both options when your customer accepts the offer, which combines both options into one final price and payment.

### 9.3.1 — 2024-01-15

This release offers the ability to quote new equipment types on the Option tab under Heating/Other.
- Generators
- Water Heaters
- Fuel Tanks
- Water Tanks

Finance these items without any workarounds.

If you are using Install Manager Pro, install kits can be added for any of these items when quoted on the Option tab.

Quote these items on a separate option to show next to an HVAC system to increase chances of an upsell.

Showing the option separately will give your customers the ability to see the payment separate from the HVAC system they already were interested in.

Select both options when your customer accepts the offer, which combines both options into one final price and payment.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-19.*