Create HVAC sales proposals with quote generation and DocuSign integration. Build AHRI-rated systems for unitary and ductless applications. Perform load calculations for efficiency and rebate compliance.
Manage employee schedules and communicate with team members. Swap, pick up, or release shifts with one click. Request time off and manage work-life balance. Sync calendars and receive notifications for schedule updates.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Record meetings, transcribe audio, analyze conversations
Record and transcribe voice conversations from meetings. Transcribe audio files and video calls from platforms like Zoom and Teams. Generate searchable transcripts with AI. Invite notetakers to meetings. Sync notes with calendars.
Install HVAC systems using Bluetooth® pairing for quick setup. Monitor system operation in real time. Troubleshoot issues remotely via the . Access product manuals and technical support resources. Track service history and job progress.
Create and send itemized estimates with photos for each task. Track job progress and update clients in real time. Manage multiple projects with customizable templates. Generate professional invoices and track payments.
Install HVAC systems using Bluetooth® setup for quick configuration. Monitor system operation in real time. Troubleshoot issues remotely with diagnostic tools. Access service manuals and technical support resources.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.