The Convenience of Preconfigured Pricebooks

Kevin McCarronData+Driven

The Convenience of Preconfigured Pricebooks

It’s February 2021. When we talk about convenience, it’s viewed through a completely different lens now. Our businesses have changed. Our conversations have changed. Our day-to-day interactions – affected by change. So for service contractors and HVAC business owners who depend on productive customer interactions to continue operations – even in these virtual/remote conditions – it’s essential to have a … Read More

The Pricebook that Does More: Capturing Site Photos (How-To Video)

Kevin McCarronData+Driven

As a dealer, your typical inspection of a new property covers many locations, areas, and components throughout the home. Taking pictures is likely in your process, but getting them from your phone or tablet and into the project record can be tedious. Browsing for site photos you’ve taken on your from your phone, tablet, or laptop is standard functionality, and … Read More

Selling With Technology: 3 Things Happen When Homeowners Win

Kevin McCarronData+Driven

A few weeks back during a webinar we hosted with some of our HVAC equipment partners, Pricebook CEO John McCarthy dropped a statement to the group that stuck with us. “Homeowners have to win. It’s fundamental.” John McCarthyCEO, Pricebook This may seem trite to experienced salespeople, but it’s true. There are a number of factors a homeowner keeps track of … Read More

Stop Switching: How Data Management Helps You Focus on Other Areas of the Business

Kevin McCarronData+Driven

Pricebook Plus - HVAC Sales System for Dealers and Distributors

As a business owner or sales representative, you likely have to check and recheck the integrity of your business data frequently. Do these daily tasks sound familiar to you? Acquiring customer information, addresses, phone numbers, and availability. Confirming new product documentation, specifications, and efficiency data. Setting your pricing, warranties, rebates, and installation packages. If you were to try and orchestrate … Read More

Offering Discounts: How Homeowners Will Respond to Incentives

Kevin McCarronData+Driven

Showing Pricebook on a laptop to a homeowner.

Consumers are preconditioned to look for shortcuts. Shopping is now more of a sport than ever – pricing battles online, value ratings based on comparisons with other vendors, and basic word-of-mouth reviews all contribute to the psychology of a buyer. So, when you arrive at the kitchen table (or Zoom presentation) when you’re introducing your best options, that same ‘evaluation … Read More

7 Types of Data Pricebook Manages for HVAC Dealers

Kevin McCarronData+Driven

Keeping up with the ever-growing data set for your HVAC business can be daunting. Managing multiple ‘silos’ of data is a constant battle – but Pricebook can help organize these segments of data and present it to you in a logical workflow to keep you productive. Since Pricebook’s inception, we’ve built expertise in managing HVAC data across 7 areas: Pricing … Read More

HVAC Dealer Advantages: What Trust Delivers for Your Business

Kevin McCarronData+Driven

With health and wellness restrictions clouding every one of our decisions right now, what good is it to be this transparent with every aspect of your business? Because transparency rebuilds trust (you can quote us on it). At Pricebook, we’re built on transparency. We’ve built our sales software on the premise that more transparency is better. By showing more options. By managing more data. By empowering homeowners … Read More

Summer Ramp-Up

John McCarthyData+Driven

Have these statements echoed through your company? “Was there a new furnace introduced?! How can we be sure?!” “What about our rebates – do we have them included on every proposal?!” “Do I have the latest pricing from my suppliers?!” “There’s been another price change… what??” “I got something from my distributor about new Ductless mini-splits… do we have info … Read More

Winning Through Continuity

John McCarthyData+Driven

Do you ever look at your business and ask – “Why are we constantly behind when it comes to keeping our homeowner presentations and quotes up to date?” or, “How do we build a proven, repeatable process for selling HVAC systems that won’t break when new data is introduced?” We hear concerns like these often. The speed of business is … Read More