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(701)814-6992
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6296 Donnelly Plaza
Ratkeville, Bahamas.
Running a service organization requires precision and efficiency.
For those businesses that run a fleet of contractors, dispatchers, and employees in and out of HVAC situations every day, HVAC business software can transform their business in the moment. It’s not terribly long into a service organization’s routine that having a schedule in a spreadsheet, doing dispatching functions manually, or just winging it might be the breaking point. That’s why so many companies are implementing HVAC business software around the time they start to scale. When you can put your schedule in a single place, route your work, and manage teams in a single place, it’s working.
When HVAC Companies Transition
HVAC work is all over the map. Some work is as simplistic as furnaces, heat pumps, or air conditioners, while other projects span weeks and sites. Office teams spend a humongous portion of the day rephrasing work, communicating with customers, checking parts on hand, managing equipment warranties, or responding to staff inquiries in the field. Without the right solution in place to automate much of the field service data, the office activity drags on for too long. Field service is all about repeatability and consistency. When a job goes from $600 to $1200 because there weren’t efficient processes for what parts were onsite, where stock was, or what the original conditions of the site were, well, you can see there are issues. Field Service HVAC software drives the consistency that maximizes how much revenue routine work goes for, how well you control the seeping of costs into it, and how well you communicate around it.
Key Components for HVAC Business Software
- Dispatch and Scheduling
An HVAC office might have 30 jobs on a given day. With routing optimization, it’s as simple as dispatchers dialing up jobs based on capability category, coverage area, and proximity. When stop-off points are fewer and the routes are optimized, simple work becomes two stops on the same block, and the number of jobs per technician goes up. HVAC schedulers can use shift planning to alleviate time gaps in weird time slots and when out in the field.
- Go Mobile for Field Techs
Every contractor heading to a job site needs a full job description, customer notes, asset notes, contract info, and updated route info on their smartphone. Each tech should be showing up to the job with the same level of context. In addition, the tech should be able to send stage-by-stage updates back to the office, sending before and after photos, work order updates, and site notes with no sit time.
- Parts & Inventory
Field service companies manage a lot of parts. Many of those parts are stored across the organization, in warehouses, vehicles, storage units, or holding areas. HVAC business software pieces everything together to limit the inventory at a whole parts yard, over-ordering and over-delivery, and expensive stock sitting idle. Field service can account for parts assets on a whole work order basis as a cost of service and service recovery.
- Billing and Payment Support
One of the biggest advantages of software is the speed of invoicing and receiving payment. Getting an invoice done quickly can help speed up the payment time frame. If your HVAC business software can invoice automatically once a job is closed out, there should be fewer and fewer delayed payments. Modern invoices can be sent to a customer digitally and can be paid back electronically. Not only does this accelerate how quickly an HVAC business gets paid, but it also reduces the manual touchpoints someone has to do to create, mail, pay, and reconcile delayed payments.
Why the Software Future of HVAC Will Follow the Service Industry
The service industry benefits greatly from using software to grow. Business growth has no ceiling when your processes are scalable past manual human hours. Companies that use software to scale can grow quickly, make fewer mistakes, have better customers, and have a better bottom line.
Companies that wished they could do more are now doing more with the platform. A handyman can have an app on your phone that, when you book the appointment, estimate, and invoice (with e-signature), is all done in one place. The app can guide a field tech through a work order with pictures and more. Modern business software helps field techs do more in a single day, like adding a customer history, adding and editing tasks, and even taking a more sustainable approach.