Create Professional Proposals...FAST

About | Tour | Training | Support | Pricing | Contact | Help

Customer Login


Available Training


Commercial Sales - Classroom

Software - Classroom

Software - Online


Classroom - Commercial Sales

Commercial Sales - Classroom Training

The fundamentals of selling maintenance agreements for commercial HVAC contractors are no different than selling anything else. But they can be far more complicated without the knowledge of a proven sales process. Sales training and skill level development are the critical factors that influence productivity and improve efficiency of any sales force. Without knowledgeable and up-to-date salespeople, organizations that deal with building owners and managers cannot compete in today’s complex marketing environment.

Classroom - Software

We will teach you the fundamental use of the Service Estimator software. In addition, we will show you how to create new databases, set administrative permissions, connect to a network, import data, create reports, edit/update the data tables and customize proposal templates. We will also show you the benefit of our built-in maintenance tasking schedules and how to add/edit tasks for equipment. 

Plus, you get the added benefit of interacting with other contractors that are using Service Estimator.

Software Classroom


Online - GoToMeeting

Online Training

GoToMeeting is the extremely simple, extraordinarily powerful way to hold online training meetings for Service Estimator.
  • Collaborate face to face with HDFaces video conferencing.
  • Save with built-in audio (via VoIP and telephone).
  • Attendees can join from a Mac, PC, iPad, iPhone or Android device, from anywhere in the world.
Save travel, hotel and meals expense. Train your entire staff in one half-day session over the Internet.