Truth Revealed: Benefits of HVAC Field Service Management


By: Manpreet S | On: March 17, 2020 | Category: Field Service Management


benefits of hvac field service management

Industry 4.0 solutions are fast taking over operations and the HVAC service industry just cannot lag behind!

Advanced service software HVAC have come to the rescue of the service industry optimizing operations start to finish. The software enables fingertip automation of the entire workflow in matters of seconds enabling your team to perform faster and better.

This service management software is packed with benefits that help you streamline everyday tasks. With your team spreading out across cities and towns, having a HVAC service software on your side lets you take care of the challenges seamlessly. The best part of it all is that the software is customizable as per your HVAC service organization needs, letting you build your business on it better.

Here are the top 10 benefits of HVAC field service management – read on!    

Single Service Platform

The HVAC service software brings everyone on the same level integrating communication, task assignment and reporting to a single portal. From projects managers to service personnel, sales managers to technicians, consultants to the CEO, all log-in to the same app or portal. The cloud-based software enables your vital information to be stored easily with the right security and encryptions limiting access to who you want to.

Automating service operations

The service software allows you to create work orders in under 20 seconds, letting your team position themselves in time. Now, you can do away with the repetitive paperwork involved in field service. From work orders templates to preventive maintenance contracts, you have ready access to them all. It enables you to reduce back-office load and dedicate resources on sales and promotion.

Integrating full spectrum operations

The automation is not just about field management but it takes care of overall operations. A good HVAC service software contains CRM, ERP and accounting systems that let you take care of customer relationship, maintain logistics and keep a tab on finances. With it in hand, you have a single source of creating invoices for customers and collecting payments as much as issuing work orders to technicians!

Costs and payment integrations

An integrated payment system helps generate invoices faster and makes collection easier. Technicians can report job requirement from the field allowing you to draw cost estimates and site them to your customers. Bills can be raised from the field on completion of a job bringing you immediate revenues.

Faster payment system

Technicians on the job can close it on site soon after completion initiating the billing cycle. With customers’ option to close the job, you now know the exact status of the job and can send the bill with the full cost of material and time used. At the end of the job report, just raise the invoice in under 5 seconds to your customer and collect the payment using a shareable link. With a few finger taps, you have money credited to your account!

Streamlines Workforce Management

Your full team is on the same level with field management HVAC service software! You have full control over your team at any time and place scheduling them to tasks according to their skills or geographical locations. Get instant information from on task details and make instant smart decisions for best operations. Remote control the full team with efficacy through the common app platform.

Instant Information Access

Cloud-based HVAC field service software contains a record of previous jobs done. Even if there is a change in the team, your new technician has instant access to the service history of customers. With a quick peek at the inventory, they can suggest a job schedule and finish it without wasting valuable time. Most such software also include the scope of adding manuals, tutorials and help books to aid technicians to perform better.

Advanced Business Analytics

Advanced feature gives you a 360-degree view of your team’s performance and business progress enabling you to turn them to useful analytics. All information is automatically updated and stored for retrieval and use with discretion. Slice and dice accurate field reports to make smart business decisions while paying your technicians according to performances or planning better business strategies.

Enables easy business expansion

You can now expand your HVAC service business in high-demand business areas hiring remotely placed trained workers, scheduling them to those parts. Manage and complete tasks from other locations with skilled technicians on the job bringing more reputation widening your business network. Expand your business without having to invest in any other location facility with service software for HVAC!

Catapult Customer Satisfaction

With a good HVAC service software, you will never have to let go of a call or postpone it and risk losing it out to a competitor. Your customers too will be happy to review a work order and sign-off using the same mobile app at the end of the job. Happier customers are sure to be repeat customers even in the face of the growing competition!

Service delivery in the HVAC industry has never had smoother operations before! Service management software make service delivery pleasant for all – business owners to technicians to customers. You owe one to yourself!

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