What we do ?

The Opportunity Manager™ is the choice of the TOP contractors across the country. It has the best features for creating a “High Touch” buying experience for homeowners. A proven way that has shown to consistently increase Sales performance with higher average sale price and increased accessory product sales.

With the Opportunity Manager™, you can have everyone in your organization a part of the defined sales process. Even your installers and service technicians can easily offer, educate and inform homeowners on products and services you offer.

Built on the latest Cloud technology, The Opportunity Manager™ can run on any device with an internet connection and a browser, including all Apple and Android devices.

Retail sales and operations software for the in-home services industry. From Lead management and retail priced proposals, to complete Install job packets, and robust reporting… Opportunity Manager handles it all through total communication.


  • Using an interactive presentation process, The Opportunity Manager™ involves the client in building their own estimate.
  • Robust comparisons
  • Highly Customizable
  • Implement an accessory selling strategy with lifetime System Enhancements
  • Invaluable tool for sales people
  • Tiered financing
  • Implement an Accessory selling strategy
  • The proposal that is generated draws all the pricing information from an extensive customized database of your products and labor pricing structure.

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  • Automated job packets
  • Labor budgets
  • Detailed onsite images and directions
  • Accessories sheets
  • Change orders

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The Opportunity Manager™ makes managing your entire sales process a breeze. You can quickly and easily change the costs and margins of any product with just a few "clicks".

  • Centrally manage your retail prices
  • Easily manage your prices to your desired blended margins
  • Implement tiered financing
  • Job budgets allow you to hone your job costing and labor management
  • Sales tracking and sales performance reports including profitability indicators, such as GPMD, to show you which sales are the most profitable.
  • Lead tracking reports

Leaders in developing and providing innovative sales, management and labor-saving technology solutions for the HVAC and subcontractor industries.
We have been serving our customers since 1998 and have customers throughout USA and Canada. 
Our Mission
Our Mission is to implement technology solutions with our customers enabling them to be more effective, efficient and profitable in their businesses


What they are saying

While I may have been the grouchiest on-board for you this year, the software has earned my trust. You are a bright star in that, so thank you for... Read More
Mountain Heating and Cooling
Mountain Heating and Cooling

The Opportunity Manager Software has exceeded my expectations! For years we used an Access program to prepare quotes and had to hand write or type... Read More
Estes Services
Estes Services

Using OPMAN Greg sold $338k in May with an average sale of $12,700 and a closing ratio of 48%!! WAHOO!!! - Jim Scott (HC) on Able Heating
Able Heating & Air
Able Heating & Air