We are currently using ESS (enterprise selling solutions) also known as HVAC Biz Pro. We use it for the sales department only as our dispatching and quoting software. It does not tie into our operating software which is SAWIN.
We moved to having a sales coordinator setting the sales teams schedule two years ago and it has worked well. Sales guys like the quoting part very much. We have 5 reps right now on it.
Tyler B. Kime
Standard Heating & Air Cond. Co. Inc.
We only have one sales rep right now but are bringing on two more soon. We schedule through our scheduling software (ESC) on a separate board just for sales and he gets the information on his mobile device. We also use a selling program (Sales Builder Pro) that can integrate with some scheduling software or you can schedule sales reps directly on that program. I know Sales Builder Pro recently integrated with Service Titan and a few other programs. They are working on integration with ESC. Hope that helps.
Clay's Climate Control, LLC
Air Conditioning Contractors of America