Horace – we are testing. The product seems solid. We are pushing our ERP system provider to integrate the tool into their product. The company (HVACBizPro) does not have a well-developed support model yet. Contact me if you want to discuss more in detail.
Accurate Heating and Cooling
We have been using Bizpro for over two years straight and we like it. We were on it and changed to a new distributer who is partnered with them and they update the pricing for us which is nice. Only downside to having the distributer provide is that they only have what they sell in there which is understandable.
We use it as our dispatching tool for the sales team. Major downside is that it doesn't tie into our software SAWIN so we have to do double entry on the install side which is a pain.
Email customer quote, they can select and sign and it sends the office a notification email. Email goes to me, sales manager, and sales coordinators. I like it because I get to see every job we sell in the summary. Office starts right away on calling to schedule and getting equipment lined up.
Easy to use
Can set up lots of templates
With the templates can do a 4 option proposal in just a few minutes
4 option proposal layout (definitely saw our average tickets go up vs. old paper way)
Has database for AHRI matchups
Easy to add financing and discounts
Has an option section
Provides pictures and also do video links to products
Has brochure links to products for those technical customers
Automated emails to customer the day of appt., after the quote and follow ups at set intervals
Very open to suggestions from users
Doesn't tie into our software
Time to create templates
No more than 4 options
Feel free to reach out to me a the contact info below
Tyler B. Kime
Standard Heating & Air Cond. Co. Inc.
Air Conditioning Contractors of America