Opportunity Manager

The Opportunity Manager™ is the next Evolution in retail sales and operations software for the home services industry.  A complete set of capabilities from Lead Management to Retail priced propsosal for your sales teams and technicians to scheduleing and manageing your operations team, the Opportunity Manager handles it all.

Top 10 PROVEN Benefits

  •  Increase closing ratio
  •  Increase upsells
  •  Increase average sale
  •  Sell more accessories
  •  Structured sales process
  •  Reduce call backs
  •  Reduce omissions on estimates
  •  Proposal proposals
  •  Improve labor efficiency
  •  More revenue, same installers
 

Industries

 
 
 
  •   HVAC Residential retrofit
  •   HVAC New constructions
  •   HVAC Light commercial
  •   Plumbing
  •   Electrical
  •   Security
 
 

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Operating Systems

Windows
Linux
Android
iOS
 

Devices

Overview

Sales Presentation

 
 
  • Using an interactive process, The Opportunity Manager™ involves the client in building their own estimate.
  • Highly customizable
  • Implement an Accessory selling strategy with Lifetime System Enhancements
  • The Showroom is an invaluable tool for salespeople to educate customers about high efficiency products. It is fully integrated into the Opportunity Manager system. Optional versions for use on your company's website, iPads, Android and Windows mobile devices.

Other Features

 
 
  •  The proposal that is generated draws all the pricing information from an extensive database of your products and labor pricing structure. This database is set up by us before we install the software

Management

 
 
  • The Opportunity Manager™ makes managing your entire sales process a breeze. You can quickly and easily change the costs and margins of any product with just a few "clicks"
  • Centrally manage your Retail prices
  • Easily manage your prices to your desired blended margins
  • Manage your accessory and equipment upgrades and add-ons.
  • Implement tiered financing.

Reports

 
 
  • Job budgets allow you to hone you job costing and labor management
  • Sales tracking and sales performance reports including profitability indicators, such as GPMD, to show you which sales are the most profitable
  • Lead tracking reports
  • Sales Performance reporting
  • Labor efficiency reports
  • Reports that measure closing ratios, average sale price, # of accessories, month goals, etc.

Install

 
 
  • Automated job packets
  • Labor budgets
  • Detailed onsite photos and directions
  • Accessories sheets
  • Change orders