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What is Sales Builder Pro?

You have a singular chance to leave a lasting impression on a customer, making it essential to capitalize on that moment to its fullest. This is exactly why numerous HVAC contractors and other home service professionals turn to Sales Builder Pro, the premier application for in-home sales. Beyond merely boosting sales, it focuses on securing a greater number of contracts with improved profit margins and higher average ticket amounts, often surpassing $500 per job! By utilizing features such as Install Manager Pro and Site Survey, you can ensure that no critical detail is missed when crafting your quotes. Our groundbreaking solution specifically mitigates job rollover risks, leading to enhanced profitability. Achieving success on the first visit not only saves time but also allows you to outshine your competition. You can efficiently secure ductless jobs in one visit by taking advantage of the unique capabilities that provide ductless design calculations. Generate professional multi-option proposals in under five minutes, enabling you to present customers with enticing reasons to select your services, which can significantly increase your average ticket price by $500 while also boosting your closing rates. Equipped with the right tools, your likelihood of success will increase, paving the way for greater achievements in your business. Additionally, the streamlined processes offered by Sales Builder Pro allow for a more organized approach, ensuring that every customer interaction is productive and beneficial.

What is Astea Alliance?

The latest version of Alliance harnesses the expertise of two leading figures in the service management field, providing a field service software solution that aims to elevate customer satisfaction, drive business growth, enhance brand reputation, and improve client retention. This comprehensive platform covers all aspects of the service lifecycle, offering an integrated system that encourages data sharing among team members while ensuring transparency across various departments. It allows for a smooth transition through the various stages, from sales to service execution, invoicing, and reporting, creating a cohesive operational workflow. Furthermore, the modern, web-inspired user interface (UI) empowers employees to streamline their tasks by focusing exclusively on the critical information pertinent to their responsibilities. As a result of these improvements, organizations can anticipate not only heightened operational efficiency but also a more unified approach among their teams toward achieving shared objectives. Overall, this innovative solution is poised to significantly transform the service management landscape.

Media

Media

Integrations Supported

Cisco Webex
JD Edwards EnterpriseOne
Microsoft Dynamics SL
QuickBooks Online
SAP Business One
Salesforce Marketing Cloud

Integrations Supported

Cisco Webex
JD Edwards EnterpriseOne
Microsoft Dynamics SL
QuickBooks Online
SAP Business One
Salesforce Marketing Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

$109 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Intelligent Mobile Support

Company Location

United States

Company Website

www.imobilesupport.com

Company Facts

Organization Name

Astea International

Date Founded

1979

Company Location

United States

Company Website

www.astea.com

Categories and Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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