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This helps frame maintenance contracts as savings opportunities and allows you to itemize benefits your business can provide.įor small businesses, these features are very affordable–starting at $49/month.
#HVAC CUSTOMER MANAGEMENT SOFTWARE PRO#
Housecall Pro also includes HVAC maintenance contracts, which itemize services for a specified fee. The sales proposal features allow you to present pictures and detailed options–giving customers clarity they may desire. Invoice and estimating capabilities provide customers with a record of both proposed and completed work. The combination of desktop and mobile use allows you to manage scheduling by setting up new and recurring jobs, both notifying and dispatching technicians and estimators, and managing time and location details surrounding a job. This means both management in the office and technicians out in the field can get access to scheduling, invoicing/estimating, and payment collection. Why We Like It: Housecall Pro offers strong functionalities both in the office and in the field. It also offers GPS fleet management, dispatching, and online payment processing.
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The software provides customer management, service plans, a price book, sales proposal tools, QuickBooks integration, consumer financing, and reporting options. While Housecall Pro can serve a variety of industries, the solution was made with HVAC businesses in mind. Jobber will usually run promotions for new users, with their lowest package starting sometimes starting at $25/month for the first 3-months ($49/month thereafter). Jobber also integrates with two of the most popular accounting software options available (QuickBooks Online and Xero)–allowing your business to continue using the financial package it’s used to while implementing featured dedicated to the service side of your business. This lets your employees schedule HVAC assessments and work requests, build quotes in the field, let clients approve and request changes within their client hub, and keep track of service agreements. In addition to scheduling and dispatching, Jobber provides estimating and quoting, CRM, and invoicing with online payments. There is also a map view that lets you view days out into the future and show different locations so technicians can see ahead of time where they’ll be on a specific day. The calendar offers a variety of views (monthly, weekly, grid, etc.), and depending on how your day is scheduled, you can view overlaps and who is available for dispatch purposes. Why We Like It: Jobber knows what its strengths are–scheduling and dispatching–and does them well.
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Jobber also offers free product coaching and has a private Entrepreneurship Group that lets users ask questions and share advice with thousands of other business owners.
This helps your teams dispatch estimates, installs, repairs, and track jobs all in one place. Jobber is an HVAC business software–providing estimating, quoting, scheduling, dispatching, CRM, and payment processing. To find out which HVAC software will work best for your business, we’ve reviewed several options and rated our best choices for a variety of categories. You’ll also need to track any work performed stemming from a warranty situation to manage the claim process and tie it in with your billing (accounting). Proper warranty tracking is necessary to ensure a company is not accumulating costs in an unneeded situation, such as performing work “under warranty” only to find out a customer should have been invoiced. This contract (warranty work) can amount to a large percentage of your service calls. To make things more complex, HVAC companies generally not only do service work but job-oriented contract work. By purchasing an industry-specific software solution, you can be assured you’re working with a software provider that understands the needs of your business.Ĭompanies in most other industries typically specialize in either service or product sales. HVAC software is a field service management software used by those in the heating, ventilation, and air conditioning industry.
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