The PORTREX Blog
Growth guides for teams that sell inside the home.
Twenty-five field-tested playbooks across cross-selling, financing, proposals, follow-up, and trade-by-trade sales processes — written for owners and reps in residential services.
3 guides in Financing & Pricing
Financing & PricingHVAC Financing Options for Customers: What to Offer and How to Present It
A contractor's guide to HVAC financing options for customers — promo plans, long-term loans, utility on-bill programs, rebate stacking, and presentation scripts.
Financing & PricingMonthly Payment Selling: Reframing Big Home Projects as Budget Decisions
Why monthly payment selling lifts home-improvement close rates: payment anchoring, scripts, comparison math against utility savings, and presentation rules.
Financing & PricingHow to Offer Financing as a Contractor: A Practical Setup Guide
Contractor financing for customers, explained: lender types, dealer fees, compliance basics, how to present monthly payments, and rolling it out to your team.