Featured Solutions

  • Proposal
    Proposal Program

    Proposal Programs is a custom packaged software system designed to allow easy quoting, improved reporting, and higher close ratios for dealers.

    Is…. an Intuitive Flat Rate Program that has Invoice Capabilities.
    Where….Service Tickets can be emailed to your homeowners.
    And …..has Flexibility with marking up parts and setting your labor rate.
    Helps You ….. Price Right with the imbedded calculator to determine your technician’s hourly rate.

    Gaining the trust of your homeowner is the first step towards earning their business. Being professional shows you care about the client and you care about the work to be performed. When diagnosing a broken system, make sure you present your discovery in that same professional manner.

    A professional Service Discovery Ticket helps the homeowner understand the recommended repair and tells them their needs will be taken care of. Using the ESS Service App, technicians can review the current state of the system and explain the part needed to be repaired in terms the homeowner can understand. The Service Discovery Ticket even breaks down the costs by part and shows what discounts may be available to them.

    Once the technician has the full confidence of their homeowner, they can approve the Service Discovery Ticket and create a Service Invoice.

    Managers have real-time, any-time access to the work being performed for their homeowners.


  • ServiceApp
    Service Ticket

    Is….an Intuitive Flat Rate Program that has Invoice Capabilities

    Where….Service Tickets can be emailed to your homeowners

    And…..has Flexibility with marking up parts and setting your labor rate

    Helps You…..Price Right with the imbedded calculator to determine your technician’s hourly rate

    Gaining the trust of your homeowner is the first step towards earning their business. Being
    professional shows you care about the client and you care about the work to be performed. When diagnosing a broken system, make sure you present your discovery in that same professional manner.

    A professional Service Discovery Ticket helps the homeowner understand the recommended repair
    and tells them their needs will be taken care of. Using the ESS Service App, technicians can review the current state of the system and explain the part needed to be repaired in terms the homeowner can understand. The Service Discovery Ticket even breaks down the costs by part and shows what discounts may be available to them.

    Once the technician has the full confidence of their homeowner, they can approve the Service
    Discovery Ticket and create a Service Invoice.

    Managers have real-time, any-time access to the work being performed for their homeowners.


  • Wizard
    ESS Wizard

    In this One System simply enter the type of system you need to build and the characteristics of the options you want to offer your homeowner.  No need to look up model numbers, no need to remember your pricing, no need to look up AHRI numbers, no need to worry about any space constraints.    The ESS Wizard takes care of all of that for you.

    Simply select the brand and application.  Enter any constraints like size or capacity.  When you choose your brand’s quality levels, the Wizard looks to your inventory and pulls only those AHRI systems that match your criteria.

    Never has putting together 4 options for your homeowners ever been easier!


  • Load Analyzer
    ESS Load Analyzer

    A simple block load calculation that takes just a few moments to process.

    This addition to the selling process ensures the right sized system gets installed by the offering contractor.

    Simply enter the address of the home and our program will check it against a national database for square footage, age and a few other data points required to produce a Manual J based load calculation.

    The dealer has only to confirm, verify and enter a few other criteria to verify the proper load. The process from “hello to congratulations” in the sales cycle is shortened to a mere 30 minutes. This gives the comfort consultant more time to bond and build rapport with their customer.


  • sales-consulting
    Consulting Services

    Our staff conducts fee based sales training sessions that covers the sales concepts and techniques that are built into each of the products we offer. We help our clients incorporate into their company, the programs that we build. These classes are offered both on-site and over the web. To learn more about the classes, please contact us.

    • In your office Training
    • In our office Training
    • Sales Coaching
    • Sales Consulting
    • Individual Sessions
    • Group Sessions
    • Sales Webinars