Introducing New Tools for Your HVAC Business

HVACBizPro is designed to give you the tools you need to grow your business, and we’re always getting better! Our new features put a few new tools in your toolbelt to help grow your HVAC business.

Financial Integration

We’ve made collecting payments and offering financing for your customers easier than ever. Now, your customers can make payments through Stripe, a new integrated payment method your customers can access directly from within your proposal. We’ve also bundled financing options through Fortiva into the application, making applying for financing simple and fast.

Commercial Integration

Our solutions began with residential customers in mind. Now, with our new commercial integration, you can use the same process to manage your commercial clients! With our new improvements, you can even create proposals with detailed print options to suit your customers’ needs.

New Dashboard

With our new business dashboard, you can see the big picture—fast. Get critical information all in one place so you can make informed business decisions with confidence.

  • View a company overview
  • Set monthly goal setting
  • Pull info from closed proposals to verify you’re meeting goals
  • Look back at historical data
  • See HOW customers are paying
  • Track sales reps and service tickets/techs to ensure they’re meeting goals

VRF Unit Integration

You can now take on VRF projects with ease. Our new tool allows you to write up proposals for VRF Unit Integration. It also calculates the cooling capacity per indoor unit to ensure all units added are within the allowable range, and it warns you if they’re not!

Custom Leads URL

Now you can create your own lead generation page customized with the colors and photos of your choice—no technical expertise required! Build a form that allows your customers to request further information and be automatically add them to your HVACBizPro customer tab. Then your sales team can easily create a proposal for the new lead making it a seamless process flow..

So what are you waiting for? Test out these new tools yourself and see how they help you grow your HVAC business.