Competition in the HVAC industry continues to grow and contractors are investing in HVAC software to help them stay ahead of their competition.
Selecting an HVAC software may seem daunting with the amount of time it takes to find and implement a solution, but it can be one of the most beneficial decisions a company can make when executed correctly. Most companies who make this investment report an increase in overall revenue, number of work orders completed per day, and customer satisfaction.
The most important thing to remember when searching is that the best HVAC software is the one that fits your business!
HVAC software is used by contractors to manage all aspects of their business, from scheduling and dispatching in the office to managing work orders and invoicing in the field. Software is widely regarded as a must-have tool for HVAC businesses looking to streamline and grow their operations.
HVAC software has evolved since the late 1970s when Glenn and George Slay wrote the first version for their own business. Since the original server-based versions, HVAC software has advanced to mobile and cloud-based technologies. As these technologies continue to develop, more and more types of offerings continue to emerge.
Despite the rising popularity of HVAC software, there are still many companies who continue to use pen-and-paper-based processes to manage their business. Considering that there is a wide variety of HVAC software available to choose from, it can be difficult to pinpoint exactly what type is right for your business. To help you in this process, we’ve outlined some of the most common varieties of HVAC software available.
There are countless types of HVAC software, but we believe the ones listed below are the most common and useful for growing your HVAC business. Take a look and see which types could help you the most.
Your HVAC business is as successful as the money it brings in through work orders. It is important for your finances to be up to date at all times so you have accurate insight into your general ledger. HVAC accounting software is a must if you want to know exactly who has paid, who hasn’t, and what outstanding expenses a customer may have.
Accounting software is one of the most important components of an HVAC company and Quickbooks is the accounting software of choice for over 80% of the HVAC market. Quickbooks can do even more for a contractor when integrated into an HVAC software. The two combined help you track your inventory, keep precise track of your financials in real-time, and spend less time doing paper work in the office. There are two types of QuickBooks integrations so make sure the software you choose to integrate with Quickbooks has a real-time integration.
Bids for services and products can be tricky to manage but HVAC bidding software can help you with all of that. With HVAC bidding software, your technicians are able to provide a bid for all current and future HVAC work they may do for a specific customer.
After a job is over, it is easy to just move on to the next one. However, it’s important for HVAC businesses to keep track of all expenses and agreements that have outstanding balances. HVAC billing software is the solution to keeping track of all these dollar amounts and making sure you get paid.
Your customers are your main source of income so it is important for all HVAC businesses to keep track of their customers with HVAC CRM software. Customer history is essential to making sure each one of your customers has a personalized experience with your technicians. It should not matter who previously worked on that customer’s equipment – HVAC CRM software allows your technicians to keep all their notes on the customer stored in one place so the next technician that goes to visit knows everything from their gate code to what parts they replaced three years ago.
Your dispatchers play a big role in making sure any leads that come in are booked and scheduled to the appropriate technician in an efficient manner. HVAC dispatch software should help your dispatchers quickly pull up customer history, create work orders, and manage their techs days. Common features include an intuitive dispatch board, a phone integration with automated customer look-up, and smart scheduling to help them match the job to the tech with the correct skills.
HVAC estimating software helps contractors build estimates faster and more accurate, increasing job profitability. These estimates can be easily reviewed with the customer and once confirmed, are immediately sent back to the office for documentation. This gives you more time to bid and estimate projects instead of wasting time on paperwork and manual processes.
Invoices are a necessary part of HVAC businesses, but paperless invoicing can be a choice you make. HVAC invoice software is the software your office manager and accountant have been dreaming of. HVAC invoice software allows your technicians to invoice in the field! This means never leaving money on the table, taking payments on the spot, and emailed invoices straight to the customer.
At the end of every job, your technicians should be providing customers with a proposal of any other expenses or parts that may be recommended for the job. HVAC proposal software helps your technicians keep track of those proposals for future reference in case the customer decides they would like to purchase a proposed item or service.
For an HVAC business, quotes play a large role in increasing the amount of revenue earned for each job completed. HVAC quoting software allows technicians to provide quotes for customers to review before confirming their final purchase. Quotes usually include additional options customers can add to their invoice that coincide with other items they’re already purchasing.
Your technicians do the hard work of actually fixing the problem at hand. With HVAC sales software, you can make them extraordinary sales people, as well. HVAC sales software provides your technicians with all the tools they need to upsell items in the field or even offer related products to improve their experience.
Creating, assigning, and tracking work orders is at the core of any HVAC company. An HVAC Work Order Software will help eliminate the mundane process of printing out work orders and transcribing hand-written notes. A top-class work order software will not only get your information digitized but will also help you easily review and track work order history by tech.