Onsite Pr

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Make your catalog more sellable than ever

Onsite equips HVAC distributors with pricebooks that transform how dealers access product details, find AHRI matchups, apply incentives, and create proposals. We make your catalog more sellable than ever, letting you retire outdated Excel and PDF pricebooks.
Onsite customers see increased dealer win rates & share of wallet, drive attachment, and gain valuable insights into how their catalog is performing. Give your dealers an edge on every opportunity with Onsite.

Distributors and Dealers Love Onsite

  • Deliver pricebooks that empower dealers:
    Comprehensive product details, matchups, incentive eligibility, and availability directly where your dealers use it

  • Increase dealer performance:
    Boost dealer close rates, ticket sizes, and profitability via the most dealer-friendly HVAC sales suite

  • Drive dealer loyalty & share of wallet:
    Remove the barriers to dealers selling your catalog. Improve attachment rates with suggested accessories & add-ons included in their proposal builder

  • Generate valuable catalog insights:
    Reporting that helps you understand how dealers are selling your catalog and opportunities to improve performance


“Onsite enabled our business to create proposals about 1000x faster!

It allows us to present professional proposals to our customers confident that each proposal is accurate and achieves the profit margin we are expecting.

Onsite is a vital part of our business!”

Laura Gatza, Gatza Heating & Air

gatza logo

Platform Summary

Onsite gives your dealers convenient access to turnkey pricebooks and makes it easy to create professional proposals:

Powerful Pricebooks
Mobile-friendly product details, powerful controls, and automated upkeep

  • Truly digital pricebook:
    Online format with powerful product guidance not possible in static PDFs

  • Single source of truth:
    Avoid dealers needing to call or check multiple sources to create a quote

  • Easy management:
    Dealers receive automated updates, intuitive estimate templates, and simple admin controls

Product Data
Unparalleled product details, matchups and compatibility information

  • Comprehensive product details:
    Detailed specs, consumer content, and images on your catalog

  • Integrated pricing & availability:
    Integrations with your ERP to keep pricebooks current

  • Accessories & install material details:
    Great product data is also available for other key item categories

  • Matchups:
    Streamline configuration with AHRI matchups

  • Incentive eligibility:
    Take the guesswork out of identifying eligible systems

  • Always up to date:
    Instant updates mean accurate details, availability, and pricing

Integrated Proposal Builder
Simple step-by-step proposal builder with powerful control

  • Integrated product data & pricing:
    Dealers can add products with pricebook descriptions & images pre-populated

  • Streamlined builder:
    A straightforward proposal builder that dealers won’t need hours of training to master

  • Professional control:
    Powerful adjustments like margin manager, incentives, upsells, and payment options

Winning Proposals
Proposals that highlight great assets and provide powerful selling tools

  • Seamless assets:
    Rich proposals with no dealer setup needed

  • On-the-fly Adjustments:
    Adjust scope with easy edits and single-click add-ons

  • Anytime closes:
    Shareable proposal with flexible e-signatures

example proposal

CRM & Analytics
No-setup opportunity tracking with integrated sales performance dashboard

  • Proposal history:
    Easily manage opportunities and past approvals

  • Flexible sharing options:
    Send shareable interactive links or PDFs

  • Key sales metrics:
    View key measures of sales performance

CRM and analytics

Distributor Partnerships Set Onsite Apart

Onsite partners exclusively with HVAC distributors to provide our platform directly to your dealers. With turnkey pricebooks, automated upkeep, and powerful selling tools you will transform how your dealers sell your catalog.
Strong partnerships between dealers and distributors are the foundation of our industry and we’re proud to support the strengthening of these relationships.
Onsite Pro is a proud member of HARDI as a committed partner to HVAC wholesalers.
proud member of HARDI
 

See the dealer experience

See how easily dealers can use Onsite pricebooksand adopt no-setup proposal software:

Benefits of an Onsite Partnership

For your Team

  • Pricebooks that are always up to date

  • Reduce time spent managing product & pricing data

  • Matchup & incentive guidance for your team

  • Drive awareness of your accessories & install materials

  • Generate valuable insights about how your catalog is being sold


For your Dealers

  • Mobile-friendly format they can use anywhere

  • Time-saving product guidance at their fingertips

  • Professional proposals that help them sell

  • Suggested upsells and financing to improve sales practices

  • CRM & key metrics to help manage their business

Book a Demo

The Onsite Pro team will take you through the platform and answer your questions about adding Onsite Pro to your business.

Email us any time at help@onsitepro.co
Onsite Prr
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