Workbook

Ensure professional consistency throughout your sales teams. The Workbook provides a pricing tool and document generator for estimating everything from quotes for repair to projects and maintenance agreements.

Service Agreements

Service Agreement Pricing Calculator

Custom Proposal Document

Cost of Operations Financial Analysis

Up to five (5) Custom Agreement Types

Booking Packages

In-House and Client Start-Up Meetings

RFP Template

Service Agreement Proposal

Project Proposal Options: ROI and Cash Flow Analysis;
ASHRAE Chart of Expected Useful Life

Project Agreements

Detailed Project Pricing Calculator

Custom Proposal Document Generator

ROI and Cash Flow Analysis

In-House Start-Up, Client Start-Up, and
Client Close-Out Meetings

Warranty Letters

Syncs with Project Dashboard

Quick Quotes

Quick Calculator for Repair Work

Simple Proposal Generator

Quote Booking Package

Syncs with Work Ticket Dashboard

Efficient, Professionally Formatted Quote for Repairs

Assessment Reports

Connect Software utilizes the mobile application to perform assessments on equipment, then import those assessments into a pre-formatted, detailed report with images and a simple-to-read equipment color status.

Assessment