Sales proposals can include up to five systems per quote. Each system can have both heating and cooling equipment. Any desired features such as efficiencies, capacities, warranty periods, etc., can be selectively printed for the proposed equipment. Energy savings of the proposed equipment can be shown as well. Proposed formats are easily customized by the contractor and multiple formats can be maintained.
All input data is checked at the time of entry so that no improper data can be entered.
The general customer data includes the customer name, address, phone number, and other such data. The desired equipment models are selected and all the best selling features and costs of the proposed equipment are automatically looked up. If a particular model is not in the model library then the model can be entered manually. Models do not have to be selected if the job is just service or plumbing related. Materials are then specified and labor tasks are entered.