Synergy3
Comfort Advisor Quoting Tool

Manager console

Price book, bundles, add-ons, rebates and financing, selling techs, advisors, awards, and Quotes & Orders.
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BManager console · Bundles & PricingWeb
Synergy3
Advisor Console
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Price book v{{ priceVersion }}
Live in the field for 6 advisors.
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 Publish to Field
KP
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{{ advDetail.title }} · #{{ advDetail.rank }} on the team
Individual goal
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of {{ advDetail.goalFmt }} · {{ advDetail.goalPct }}
Close rate
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Avg ticket
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Signed
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of {{ advDetail.presented }} presented
Add-on rate
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Tier mix
{{ t.tier }} {{ t.pct }}
Revenue by week
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Coaching note. {{ advDetail.coaching }}
Recent quotes
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{{ q.bundle }} · {{ q.id }}
{{ q.total }}
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Signed and accepted agreements across all Comfort Advisors. Live quotes from the field count as soon as they're signed.
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Revenue signed by week
RevenueQuotes presented
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Team goal
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of {{ goalFmt }}
{{ goalRemaining }} to go
Tier mix
{{ t.tier }} {{ t.pct }}
Comfort Advisor leaderboard
Click an advisor for individual metrics
#
Advisor
Presented
Signed
Close
Avg ticket
Add-on rate
Revenue
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{{ a.name }}
{{ a.presented }}
{{ a.signed }}
{{ a.close }}
{{ a.avg }}
{{ a.attach }}
{{ a.revenue }}
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{{ s.value }}
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Bundle
Cost
Sell price
Margin
In field
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{{ b.name }}
{{ b.system }}
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$
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{{ b.marginFmt }} gross
Edit
Financing shown in the field: {{ financeLabel }}. Change under Rebates & Financing.+ Add Bundle
Included with every replacement
Complimentary Bee Maintenance Plan · first year Mandatory line
Every proposal carries this $0 line. The Comfort Advisor confirms the annual renewal value while building the quote; the disclaimer tells the customer they'll be billed this amount after the first year.
Edit bundle · {{ edit.tier }}
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Drop a product photo (transparent PNG works best). Shown on the field app, presentation, and customer proposal.
Staging
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What's included (one per line)
Field preview updates as you type. Advisors see changes after you publish.
Photo
Add-on
Cost
Sell price
Attach rate
In field
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{{ a.desc }}
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$
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Drop a product photo onto the photo box. It shows in the field app and on the customer proposal.+ Add Add-on
Rebates applied automatically
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{{ r.source }}
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$
Field financing offer
New System. No Huge Upfront Cost.
Better bundle presents at {{ fin.exampleMonthly }}/mo with this offer.
Savings calculator assumptions
Heating load {{ btuPerSqft }} BTU/hr per sq ft (Zone 4A) × {{ heatHours }} full-load hours per season. Savings = fuel cost at the customer's AFUE minus cost at the bundle's AFUE, plus a staging credit: two-stage {{ twoStagePct }}%, variable-speed {{ varStagePct }}% less fuel than single-stage (less cycling and overshoot).
Deposit options in the field: {{ depositLabel }}. Advisors can't override amounts.
Flat-rate service prices Selling Techs quote on service calls, with 30-day sales statistics per service. Prices publish to the field with the price book.
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Selling Tech leaderboard · 30 days
Tech
Calls
Sold
Conversion
Avg ticket
Service revenue
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{{ t.name }}
{{ t.calls }}
{{ t.sold }}
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{{ t.avg }}
{{ t.revenue }}
{{ g.name }}
{{ g.count }} services{{ g.sold }} sold{{ g.revenueFmt }}
Service
Cost
Flat-rate price
Margin
Sold
Revenue
In field
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{{ it.desc }}
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$
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{{ it.sold }}
{{ it.revenueFmt }}
+ Add Service
Profiles appear on every proposal the advisor sends, so customers know who they met. Keep bios short and personal.
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{{ a.name }}
{{ a.title }} · {{ a.yearsLabel }}
{{ a.certs }}
{{ a.statusLabel }}
{{ a.bioPreview }}
{{ a.quotesCount }} quotes · {{ a.phone }}
Edit profile
+ Add Comfort Advisor
Advisor profile
{{ editAdv.name }}
{{ editAdv.initials }}
Upload photo
Bio (shown to customers)
Awards, dealer status and accreditations shown on every proposal. {{ activeRewardCount }} currently visible to customers.
Photo
Award / credential
Issued by
Year
Type
On proposal
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Drag a seal or badge image (PNG with transparency works best) onto the photo box. It shows on the proposal and email.+ Add Award
Proposal preview
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{{ r.issuer }} · {{ r.year }}
Every proposal is a NetSuite Quote. Acceptance converts it to a Sales Order; the field tech's "Work Completed" converts that to an Invoice.
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Customer
NetSuite records
Advisor
Bundle
Total
Payment
Stage
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{{ c.id }}
{{ q.advisor }}
{{ q.bundle }}
{{ q.total }}
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{{ q.status }}
View
Proposal as sent · {{ vq.id }}
{{ vq.customer }}
{{ vq.status }}
Synergy3
Prepared by {{ vq.advisor }} · {{ vq.dateLabel }}
{{ vq.customer }},
here's your new system.
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{{ vq.bundle }} · Selected
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{{ vq.system }}
  • {{ inc }}
    •
{{ vq.bundleName }}{{ vq.bundlePriceFmt }}
{{ a.name }}{{ a.priceFmt }}
{{ r.name }}−{{ r.amountFmt }}
Bee Maintenance Plan · first year
{{ beePlan.priceFmt }}Complimentary
Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.
Total investment{{ vq.totalFmt }}
or {{ vq.monthlyFmt }}/mo · {{ financeLabel }} · prefers {{ vq.payLabel }}
Activity
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Open customer page
Resend
PDF