Sales Builder vs EMAT Field Auditor

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."

Simplify. Centralize. Customize. EMAT Field Auditor allows you to conduct energy audits of commercial and residential buildings as quickly, easily and efficiently as possible. If you’re an energy auditor, you know how important it is to get in and out of a building as quickly as possible with all the information you need, so you can spend your time on your project or audit report instead of walking through buildings. EMAT Field Auditor is designed to help you do exactly that. With EMAT Field Auditor, you can quickly swipe and tap your way through a building, efficiently and smoothly taking photos and capturing data as you go. While you’re doing that, Field Auditor is sending your data to the cloud, organizing it, and preparing it for review and export to your analysis and reporting systems. Conduct different types of audits? ASHRAE Level I, Level II, lighting, commercial, residential, equipment specific? No problem. With Field Auditor, you can create custom data fields and an unlimited number of customized templates for all the audit types you need. Using Field Auditor is easy. You can setup your client, installation, building and areas back at the office, or right at the site. Select your audit template, and get right to work. EMAT is already set up to capture data on lighting, HVAC systems, building envelope and more. But again, you can customize it with any additional fields you need. As you go through the building, photos are automatically tagged to the area or equipment and those relationships are preserved, saving you tons of time when you’re back at the office. And because the data you collect is synched to the cloud as you go, associates and other team members can review the data as you go, from wherever they are, helping to ensure that you never have to go back to a site to get missed data. Need some help with Field Auditor while you’re out in the field or back at the office? Again, no problem. EMAT Field Auditor is backed by a team of energy engineers and auditors. So when you call us, you’ll be talking to someone who does what you do, can understand and relate, and can solve your problem. EMAT Field Auditor features: Use on Any Device Tablets & Phones No WiFi Needed No pre-audit setup or prep required Start a new audit in the field Supports multiple auditors at once No internet access required Customizable Audit Templates Design your own audit templates Choose / edit existing templates Fully customizable Commercial, Industrial, Residential Photo Management Use native camera functions Camera-leading audit option Photo tagging for equipment, area, name plate, etc. Internationally Capable Use imperial or metric Multilingual