Home / Contractor Tools / Selling tools / Comfort Advisor
Contractor Tools · Comfort Advisor
HVAC replacement, sold right.
The comfort advisor describes the home and the problem. Comfort Advisor asks what a pro would ask, builds Good, Better, Best and Premium from your own price book, and adds what the job really needs before the customer sees a price.
GoodBetterBestPremiumMonthly payment shown first
How it works
The visit, step by step.
Before the visit
Who decides, other bids, how they want to pay and the customer's own words.
The home and the system
Square footage, the load calculation, photos and the walkthrough.
Options from your price book
Good, Better, Best and Premium, with the monthly payment first.
What a pro would check
Checklist items drop a price onto the options. Then the printed proposal.
Coaching built in
A coach on every call.
Live notes show up when a step was missed: decision-makers not confirmed, no load calculation, payment not discussed. Objection cards are one tap away.
Your numbers, your way
Your price book, your equipment.
Upload your own price book with the standard template, and your systems, tiers and adders show up as options.
- Your equipment lines and tiers
- Your financing plans and monthly terms
- Proposal printed with your company name
Two ways to run it
On its own · $79 a month
A standalone app for your techs, next to the software you use today. Proposals export to your current CRM.
Inside M360
Turned on in M360, where it shares your customers, jobs, equipment and rates with the rest of the shop.