Does Onsite Pro offer inventory management and CRM features?

Yes, Onsite Pro includes real-time inventory management to track parts and equipment, along with comprehensive Customer Relationship Management (CRM) tools to manage customer interactions, leads, and service history efficiently.

How much does Onsite Pro cost and what features are included?

Onsite Pro costs $49/month for a subscription. Key features include real-time inventory, CRM tools, a mobile app for field technicians, automated quoting and invoicing, and an analytics and reporting dashboard.

Onsite Pro

Digital selling for HVAC industry

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Shyft Score

Directory quality rating

Reviewed

58/100

Quiet

Found in 1 source

Our take

The verdict on Onsite Pro

AI-generated

Onsite Pro transforms digital selling in HVAC, but its AI integration and pricing are unclear.

Strengths

Revolutionizing digital selling
HVAC-focused
User-friendly interface

Limitations

AI readiness unclear
Pricing not transparent
Limited to HVAC industry

Best for: HVAC companies looking to enhance digital selling

Request a demo to evaluate Onsite Pro for your team.

See how Onsite Pro fits your stack

Benefits

Why teams choose Onsite Pro

Close more deals with instant quotes and real-time inventory visibility

Reduce administrative work with automated invoicing and streamlined workflows

Make faster decisions with comprehensive analytics on sales performance and customer data

Improve field efficiency with mobile access to customer history and inventory status

About

What is Onsite Pro?

Onsite Pro is a sales-enablement tool for the HVAC industry. It offers real-time inventory, CRM, a mobile app for technicians, automated quoting/invoicing, and analytics. It supports creating digital proposals, managing customer relationships, and tracking sales projects.

Key capabilities

Real-time inventory management

Customer relationship management (CRM) tools

Mobile app for field technicians

Automated quoting and invoicing

Analytics and reporting dashboard

At a glance

What you can do with Onsite Pro

Creating digital proposals

Managing customer relationships

Tracking sales projects

Generating contracts

Accessing tools on mobile devices

Best for

HVAC contractorsService techniciansSales teams in the HVAC industry

Pricing

Onsite Pro pricing

Onsite Pro starts at $49/mo

Starting at $49/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Onsite Pro

Integrations

SalesforceQuickBooksZapierSlackMailchimpGoogle CalendarServiceTitanHubSpotMicrosoft Teams

FAQs

Frequently asked questions

Common questions about Onsite Pro and its capabilities

Onsite Pro is a sales-enablement tool specifically designed for the HVAC industry. It's best for HVAC contractors, service technicians, and sales teams looking to streamline their digital selling processes and improve field operations.