5 Must-haves in HVAC software to deliver an unforgettable customer service

Alright, let’s get right to it – when it comes to your HVAC business the key to outrun the competition is to knock your customer service, right out of the park!

Over the years, the HVAC industry has undergone a massive transformation that has changed the way services have been rolled out and going with recent developments, building a strong, scalable HVAC system just doesn’t cut it anymore.

From showing up on time for the job, getting into the grind, to following up with customers and let’s not forget the timely warranty reminders, offering top-notch HVAC services could get a little out of hand. Or maybe, in some cases, all hell breaks loose.

Okay, *snap out of it*.

We’re here to fix that. 💪

Think of it as landing a winning partnership that you just can’t go wrong with. While you’re out there installing a furnace or repairing an air conditioning unit, you find that perfect solution to manage and improve your HVAC business.

We’re talking state-of-the-art field service management software that has got everything from scheduling jobs to seamless invoicing and payments. Sounds like a good deal?

But with one too many options to choose from, how do you settle upon that perfect software that lets you manage jobs, track and report on performance while taking your business to the next level?

Here are the top 5 features that will help you get the most out of your HVAC software:

A real-time scheduler to stay on top of all your projects

Keeping a tab on a zillion jobs manually along with last-minute reschedules is a painful task that you will be glad to bid adieu to with a real-time scheduler.

Make sure the HVAC software that you opt for comes with a real-time tracker that enhances scheduling and dispatching jobs to your field technicians.

The software must be equipped with built-in communication to ensure that both your office and field employees are on the same page when it comes to daily work schedules, cancellations and is not missing out on any customer that is sweating it out due to a broken air conditioner on a sweltering summer afternoon. 🥵

Map all your jobs with seamless routing

Handling multiple HVAC jobs, tracking availability of field technicians and fixing up travel time for each job is bound to wreak havoc on your work schedule.

It’s time to make smart scheduling and dispatching decisions with street-level routing. Provide your workforce with an HVAC software system that can offer smooth routing and effectively assign the most logical routes to your team. The system must also update the team on any cancellations or rescheduling of jobs and re-route them with ease to the nearest job.

Take away your team’s hassle of cutting through traffic and maneuvering jams and make it a breeze to reach jobs on time with the right HVAC software.

Keep your field technicians updated on the go

It goes without saying that good communication is definitely one of the key factors for the success of any business and it sure as well holds true for the HVAC industry.

When you’re on the lookout for an HVAC software, make sure that you opt for one which has a mobile app that allows the field technicians to communicate easily with the management in the head office as well as have access to customer details. Instant access to service history, customer records or payment details will help your team respond to customer queries or any other challenges on the job with ease. Reminders and timely alerts are great add-ons to have for your field service mobile app.

Digital invoicing to the rescue

It’s a known fact that we are moving towards all things digital.With 44% of companies have adopted a digital-first approach to redefine customer experience, it’s no longer a nice-to-have but a necessity.

It’s time to let your business do invoice the way it’s supposed to be done – it’s time to get rid of that crumpled stack of invoices and go completely paperless.

Free up significant time of your field technicians with an HVAC software that lets them generate invoices within seconds and collect payments by sharing a link. We often find that some of our most dedicated employees are often caught up with tedious activities such as paperwork and documentation.

By going digital with invoices, you are not only making it effortless for your customers to e-sign documents but also allowing your employees to move on to additional jobs and not lose time locating lost documents.

Reliable customer data at your team’s fingertips

A customer database is of paramount importance in the HVAC business. Empower your team to make well-informed decisions in servicing customers by offering real-time and up-to-date customer information at their disposal.

As your business operations scale up you need to go beyond just tracking customer details and use a software that offers a seamless CRM which helps you manage your customer information as well as cater to various aspects of your business.

While we have given you a round-up of the typical features that describe a best-in-class HVAC software, you might be left wondering where in the world will you be able to find one that has got it all? Well, look no further.

At Field Nexus, we have strived to build a field service management software that simplifies and streamlines processes like no other. With a host of value-added services to help you execute all your jobs with ease, we do the heavy-lifting and take on the tasks of managing your business while you focus on what you love, growing your business by leaps and bounds.

With this feature-rich software you can easily manage work orders, schedule jobs like a pro, enjoy effortless CRM and provide instant estimates to your customers.
It’s time to streamline work schedules, build excellent team communication, manage your growing database and much more.

So what are you waiting for? Sign up now, put your HVAC bizops on autopilot and win over your customers with exceptional services.