Contractor Forum

1.  Scheduling your sales calls

Posted 10-31-2017 07:56 PM
Hi all,
Looking for some input. 
We currently run about 13 residential replacement sales reps. We have used outlook for them for the last 10 years. it is not tied to our software, it has just been easier to coordinate this way.

Moving forward we are looking at some ideas, before we re-invent the wheel, I was looking for some quick answers to how others are doing it.

So, how do you currently scheduled your sales reps...Outlook, current company software some other 3rd party?

If you could let me know how many reps you run and what software you use (if any).

Thanks all...

Marketing Department
Haller Enterprises, Inc.
Lititz PA
(717) 625-1500

2.  RE: Scheduling your sales calls

Posted 11-01-2017 08:08 AM
We schedule all field people including Sales Reps with our business software.  We currently use Successware and are transitioning to Service Titan.

Ward Woodruff
Hurley & David, Inc.
Springfield MA
(413) 732-3141

3.  RE: Scheduling your sales calls

Posted 11-01-2017 08:55 AM

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

General Manager

Standard Heating & Air Cond. Co. Inc.


205-271-4332 direct

205-322-2913 fax



4.  RE: Scheduling your sales calls

Posted 11-01-2017 10:01 AM


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.


Jennifer Pierce

Clay's Climate Control, LLC





5.  RE: Scheduling your sales calls

Posted 11-01-2017 02:27 PM
Ours is embedded in our software which is "Servman" and they are out of Charlotte NC, this handles all scheduling for service sales and installations. 25+ sales folks

Eric Knaak
Vice President & General Manager
Isaac Heating & Air Conditioning, Inc.
Rochester NY
(585) 546-1400

6.  RE: Scheduling your sales calls

Posted 11-01-2017 07:26 PM
We use Service Titan.  We are much smaller company but trying to get our systems in place as we grow.  ST is great but not the answer to everything.  Dispatch board is great and you can track all calls.

Edward Dwyer
Brick NJ