Sales and Installations
Sell More. Service Better.
At InsightPro, we understand that the end of a sale isn’t the finish line—it’s the starting block. Your post-sales process—from quoting and scheduling to installation, billing, and reporting—defines customer satisfaction, repeat business, and brand reputation. That’s why our Sales & Installations suite was built to streamline every step, ensuring you win more jobs, execute flawlessly, and get paid faster—all while delighting your customers.
Why InsightPro
A Single Platform for the Whole Lifecycle
Imagine running your operations without juggling multiple systems, paper forms, manual approvals, endless email chains, or outdated spreadsheets. InsightPro brings everything together in one unified dashboard. From generating a polished quote to tracking a technician finishing the install, your team stays connected and customers stay impressed. It’s simple: sell it, schedule it, perform it, bill it—and move on to the next job.
End-to-End Job Management
Instant Quotes That Close Fast
Your sales team can effortlessly build accurate, branded quotes using predefined templates or custom services. Everything—pricing, labor, margins—is centralized, which saves time and protects profitability. Export quotes directly to clients and get instant notifications the moment they’re ready.
One-Click Project Startup
Once a quote is accepted, turn it into a full project with a single action. Detailed job specs—including materials, labor, and timeline—flow seamlessly into your workflow. No re-entry, no errors, no handoff confusion.
Intelligent Scheduler
Optimize your dispatch operations with our interactive scheduler. Assign technicians by skillset, availability, or locality, and manage multiple techs per job. The drag‑and‑drop interface and live map view cut travel time, prevent double-booking, and keep operations smooth. Automated job alerts reduce no-shows and improve customer satisfaction.
Empowered Field Teams
Your technicians will love the InsightPro mobile app. It works on iOS and Android—online or offline. Each tech sees their full schedule, gets directions, opens work orders with a tap, fills out logic-driven forms, takes photos, logs notes, and even captures customer signatures. Data syncs instantly, eliminating paperwork and data entry lag.
Purchase Orders and Inventory Control
No more scramble over missing parts or costly material mistakes. You can create POs in InsightPro, track shipments and backorders, note damages, and share updates with field staff. Everyone—from dispatch to tech to warehouse—sees the same info, avoiding delays and surprises.
Millisecond-Accurate Invoicing
When an install wraps up, generate invoices with line-item precision. Materials, labor, taxes—every charge is pulled from real job data. Approve, brand, and send via email in minutes. InsightPro tracks the status of every invoice to keep your cash flow moving.
Real-Time Reporting and Control
InsightPro delivers live dashboards showing quotes, conversions, technician performance, material spend, open invoices, and more. Spot slow-paying customers, identify resource gaps, and improve efficiency in real time. It’s like having a control tower for your operations.
Why InsightPro Stands Out
| Feature | What It Means for You |
| Unified Platform | No fragmented systems—better visibility, less wasted time |
| Built for Installers | A dedicated tool with real-world workflows |
| Mobile-First | Techs are productive and connected |
| Automatic Notifications | Fewer missed appointments, happier customers |
| Cloud-Hosted | Quick deployment with minimal IT overhead |
| Proactive Updates | We grow the product, not just sell it |
How It Works in the Real World
Imagine this:
Your sales rep configures a quote on Monday. It’s professional, precise, and sent instantly. A customer accepts it by Tuesday morning. By Wednesday, the job is scheduled with the right technician, who heads out with all the info needed—parts, tools, customer notes—displayed in the mobile app. The tech finishes the job, logs it digitally, snaps photos for documentation, collects electronic sign-off, and triggers the invoice—all without stepping into the office.
That invoice is sent Thursday, paid Friday, and Monday you have clean reporting showing technician performance, profits, and next opportunities.
All without paper, without delays, and customer satisfaction skyrockets.
Tailored for All Installation-Focused Businesses
InsightPro adapts effortlessly across industries including:
Smart home, security, and network installers
HVAC, plumbing, and electrical contractors
Telecom and IoT equipment installers
Home improvement product companies
Product companies with on-site fulfillment needs
If your operation involves sending people into the field to complete work after a sale, InsightPro was built for you.
Rooted in Real-World Experience
InsightPro began as a solution built by post‑sales professionals. In 2007, when UTS Warranty struggled with outdated tools, they created an integrated platform from the ground up. Over the course of four major versions, InsightPro evolved based on real feedback from real teams—so it isn’t just software, it’s field‑tested efficiency.
Join Industry-Leading Clients
National brands and regional teams alike trust InsightPro to power their installations: Lowe’s, ThermaTru, Masonite, and many others rely on our platform to ensure quality, consistency, and control.
The InsightPro Advantage
All your tools in one place
quoting, scheduling, work execution, purchase orders, invoicing, reporting—no more fragmented systems.
Built by people
like you
designed by post‑sales professionals who understand your day-to-day.
Enabled for field
work
mobile app works anywhere—workflow, forms, signatures, even offline.
Faster deployment
no massive implementation cycles—start seeing value right away.
Continuous improvement
we update based on your feedback—new features don’t come at extra cost.
Are You Ready to Elevate Your Service?
Earn every sale, complete every job flawlessly, and get paid without friction. If you’re ready to:
- Close more business, faster
- Reduce scheduling chaos
- Eliminate missing parts and wasted time
- Streamline billing and collections
- Gain full visibility into your operations
…then it’s time to experience InsightPro.
Schedule your personalized demo today and discover how we can transform your Sales & Installations process—from quote to cash.
