Simply Drive Revenue

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

One Software | One Solution

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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Improve Communication

Across the board, from interdepartmental communication to customers.

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Measure What You Manage

Utilize sales dashboards to track activity, backlogs, sales, close ratios, contract anniversaries and more.

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Mine Your Big Data

From sales opportunities to repair histories, collect and analyze the data that will help make future decisions easier.

 

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Ensure Professional Representation

Control what is put in front of your customers, from professional presentation to updated T&Cs and more.

 

 

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Unlimited Connectivity

Access customer info, quotes, schedules and more – from any device, anywhere with an Internet connection.

 

 

The Exclusive Differentiator

Connect Software is only made available to one quality HVAC service company in each geographical market,
ensuring your professional presentation and custom Client Portal exceeds that of even your strongest competitors.

The Connect Suite

Benefit from improved efficiency, communication and professionalism in one simple package. Each module of the Connect Suite is fully integrated with all other modules for a seamless work-flow process.

Accounts

Accounts

Shared database of customers, contacts, locations and equipment. Learn More >

Portal | Admin View

Scheduling for maintenance and projects. Work ticket management. Learn More >

Workbook

Service Agreement, Project & Quick Quote pricing tool and document generator. Learn More >

Portal | Client View

Robust communication platform co-designed by high profile clients in the industry. Learn More >

Funnel

Dashboard for managing activity, sales and account management. Learn More >

Mobile

Simple mobile application for use by field technicians and sales reps. Learn 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

Request a Demo
Give us a call at 706-974-8300