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Introduction    Setup    Equipment    Estimating    Customers    Dashboard    Reports    Templates    Sales Tools

Demonstration Aids and Support Tools


Sales Forms

You won't be unprepared in a sales meeting with your prospect. We provide many of the necessary tools required to differentiate you from your competitor.

Industry Trends
These forms are designed to be used during your first call visits with the customer. They demonstrate your understanding of the industry and provide the customer with much needed information regarding the care of their equipment.


Sales Management Forms

Sales managers appreciate the tools provided to help them guide and mentor the sales staff throughout the year. Some of these forms also assist you in tracking your day-to-day sales activity.

Site Survey Forms
These survey forms follow the screens in Service Estimator and allow you to generate an 'error free' estimate.


Operating Cost Analysis Tools
Providing the customer with an operating cost review is paramount to successfully selling full service maintenance agreements.