Simply Drive Revenue

Increase sales and customer retention through simplified tools,
proven processes and professional consistency.

Designed for Commercial HVAC Contractors

Consolidate multiple software solutions into one simple package.
Created for HVAC service companies by leaders in the industry…and their customers.

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Increase Sales Efficiency

Aligns with proven sales processes and reduces the time required to estimate and create reports, proposals and presentations.

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Simplify Calculations

Shorten the learning curve by providing your teams with simplified calculators for Service Agreements and Projects.

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Measure What You Manage

Measure the activity and performance of your sales team. View comprehensive reports and dashboards by rep, branch or division.

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Mine Your Data

Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list.

 

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Ensure Professional Representation

Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more.

 

 

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Unlimited Connectivity

Access customer info, proposals, sales dashboards and more – from any device, anywhere with an Internet connection.

 

 

Coming September 2021

The Connect Suite is expanding to include a
modern Operations Platform designed by and for Commercial HVAC Contractors.

One Software | One Solution

Benefit from improved efficiency, communication and professionalism in one simple package. Each module of the Connect Suite is fully integrated for a seamless workflow process.

Sales

Pricing tool and document generator with comprehensive sales reporting. Learn More >

Client Portal

Add value to your service offering with a modern Client Portal. Learn More >

operations

Operations

Coming in September 2021! Dispatch, scheduling, field management and more!

We were using multiple software programs to propose maintenance and project work, as well as manage customer equipment. Connect software does a great job putting all of our proposals, as well as customer equipment, in one location. Also, the sales funnel allows us to quickly see where our reps are spending their time. Great job Connect!

– Brian Norton, General Manager of EMC Mechanical Services, Richmond, Virginia

"Connect has allowed us to streamline the communication from our sales team to our operations team, reducing potential rework, keeping information current and saving us having to go back to a client to find information we already have."

– Amber Forrest, Sales Manager at VETS Facility Services; Edmonton, Alberta, Canada

"In the technology/information age we live in today, Connect Software has been a game changer! Whether it's being more efficient with Maintenance Sales proposals or being precise and consistent with Project proposals, Connect has been a huge asset to the growth of Padgett Group."

– Michael Blumenfeld, Sales Manager at Padgett Group,
Atlanta, Georgia

"My department heavily relies on Connect Software, especially the Customer Portal. This has been a huge selling point when it comes to providing great customer service. We can let our customers "take a look inside" our operations and see their upcoming PMs, project proposals, capital plans, and even a utility dashboard that shows the customer how much energy they're using. All-in-all the program is a fantastic tool!"

– Misty Payne, Customer Service Manager at Padgett Group
Atlanta, Georgia

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