Contractor Estimate & Invoice vs Sales Builder

Contractor Estimating & Invoicing Tool is a complete estimating, invoicing, financial and contact management app for all building construction trades. It maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly create invoices and track your important accounts. Reasonable One-Time Price There are no monthly or annual fees to use your app. Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis. This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps. Highlights: Project Pro Create cost plus type estimates and invoices with multiple levels and phases. Use Craftsman and your items with included descriptions and costs. Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars & alerts Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app. Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items. Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rates. Your logo, detailed terms and conditions and other messages are automatically displayed. Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved. Document Manager Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs. Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients. Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet. Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues. In-App Purchases Cloud Sync Automatically synchronize your information utilizing iCloud technology. This In App will keep your business info inSync and available on all your devices! Messages & Reminders Create Appointment Reminders automatically from your schedule using text or email. Profits and Reports Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed. + Spreadsheet Download Download your financial info and backup your info. Craftsman Cost Books This is the #1 info source for Construction Labor & Materials Cost Information. With over 15,000 labor and material items the info contained in these saves time required for creating project estimates and eliminates costly pricing errors. Recurring Service Repetitive Services entry and automatic weekly, semiweekly or monthly release for maintenance and other service providers.

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."