Close More Deals with Collaborative Maintenance Planning
Stop pushing sales. Start building partnerships. When customers are a part of the planning process, they say yes more often.
The Old Way vs. The Smart Way
Traditional sales tactics push customers away. Collaborative planning brings them in.
Spending hours creating proposals manually
Generate professional proposals in minutes
Customers feel pressured by pushy sales tactics
Customers are empowered as collaborative partners
Losing deals due to lack of transparency
Win more deals with clear, honest pricing
Chasing customers for contract signatures
Digital signatures through customer portal
Everything You Need to Win More Contracts
From initial site survey to signed contract, Smart Plan handles it all.
Collaborative Planning
Work together with customers to build maintenance plans that fit their needs and budget.
Professional Proposals
Generate contract-ready proposals with detailed planning, pricing, proposals, schedules, and service agreements.
Smart Scheduling
Automated scheduling and dispatch to keep your team organized and efficient.
Business Analytics
Track revenue, maintenance job performance, and team metrics with powerful reporting tools.
Customer Portal
Give customers 24/7 access to view proposals, sign contracts, and track maintenance.
AI-Powered
Generate Tasks/Times sheets, optimize budgets, and get intelligent insights with built-in AI.
Trusted by HVAC Contractors
See what our customers have to say
"Smart Plan transformed how we approach maintenance contracts. Our close rate increased by 40% in the first quarter."
"The collaborative approach makes customers feel like partners, not just buyers. They trust us more because we're transparent."
Ready to Transform Your HVAC Business?
Join the HVAC professionals who are closing more deals and spending less time on admin.
Helping contractors and Maintenance buyers collaborate better maintenance planning and performance
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