HVAC distributors often rely on outdated methods such as Excel spreadsheets and PDF catalogs to manage and disseminate product information to dealers. These static formats lead to inefficiencies in accessing current product details, identifying AHRI matchups, and creating accurate, timely proposals.

Onsite Pro by Greenwork offers a digital pricebook platform designed for HVAC distributors, providing a centralized solution for managing and distributing product data to dealers. The platform integrates real-time product specifications, AHRI matchups, incentive eligibility details, and availability, ensuring dealers have access to the most up-to-date information. With a streamlined proposal builder, dealers can quickly generate professional, accurate proposals, incorporating product descriptions, images, and pricing directly from the pricebook. The platform also offers CRM and analytics features, enabling distributors to track dealer performance, manage opportunities, and gain insights into catalog sales.

Digital pricebook with online format and product guidance

Integration with ERP systems for real-time pricing and availability updates

AHRI matchup functionality to streamline system configuration

Incentive eligibility identification to ensure accurate proposal generation

Streamlined proposal builder with pre-populated product data and images

Margin management, incentive application, upsell suggestions, and payment options

CRM and analytics dashboard for opportunity tracking and sales performance monitoring

Mobile-friendly interface for accessibility in the field

Automated pricebook updates to ensure dealers always have the latest information

The primary target audience is HVAC distributors looking to provide their dealers with a modern, efficient tool for accessing product information and creating proposals, as well as HVAC dealers.