FIELDLOCATE vs Sales Builder

FIELDLOCATE is an efficient, cutting-edge mobile field service management system designed for the home and commercial service industries. FIELDLOCATE gives you the flexibility to manage your business from anywhere. Dispatch The dispatch board makes location based dispatch possible by showing customers and tech locations and makes appointment setting quick and easy. The map view takes the guess work out of reducing drive time because you can see the shortest route for all of your techs at one time. Accounting FIELDLOCATE helps you cut costs by only entering in information ONCE. We reduce double data entry by integrating with common accounting systems such as QuickBooks, QuickBooks Online, Timberline, Sage Simply Accounting, and Peachtree. Customer Database FIELDLOCATE keeps all of your customer information in one easily accessible and organized place. Keeping track of your customers has never been so easy. Using our features allows your business to have a consistent presence to your customers without having to repeat information. Mobile FIELDLOCATE Mobile Apps create a work environment where all team members have the same information at their fingertips, cutting down on unnecessary phone calls or frustration with missing information. Paperless Don’t deal with messy desks and cluttered disorganization ever again! FIELDLOCATE helps your company go completely paperless by keeping all of your information in the cloud. Digital service orders create seamless records between the field and your office, eliminating double entry. Reporting FIELDLOCATE features several reporting functions that allow you to measure your company’s success with ease. Reports on your part inventory, payroll, lead sources and job costing are just a few examples of how the FIELDLOCATE software allows you to tap into all of the data your company keeps. Please note that use of GPS in the background can dramatically decrease battery life.

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."