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.
Increase Sales Efficiency
Aligns with proven sales processes and reduces the time required to estimate and create reports, proposals and presentations.
Improve Communication
Across the board, from interdepartmental communication to customers.
Measure What You Manage
Utilize sales dashboards to track activity, backlogs, sales, close ratios, contract anniversaries and more.
Mine Your Big Data
From sales opportunities to repair histories, collect and analyze the data that will help make future decisions easier.
Ensure Professional Representation
Control what is put in front of your customers, from professional presentation to updated T&Cs and more.
Unlimited Connectivity
Access customer info, quotes, schedules and more – from any device, anywhere with an Internet connection.
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
Shared database of customers, contacts, locations and equipment. Learn More >
Portal | Client View
Robust communication platform co-designed by high profile clients in the industry. 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