People go into the HVAC business for various reasons. Some because they love it and love to work with their hands, and others for different reasons. But imagine the shock when you realize there is quite a lot that comes with the HVAC business if you are to succeed, like the administrative bits that are neither fun nor easy. Here is the good news – you already have half of the formula for HVAC business success (a great, skilled team of technicians), and now we are here to give you the other half HVAC business software! Here is why you should jump aboard the HVAC business software train!
What is an HVAC Software?
HVAC software is a solutions tool made for assisting heating, ventilation, and air conditioning companies with their everyday needs. It is used to help contractors to easily manage tasks like scheduling, dispatching, invoicing, and customer communication. This new tool can act like your personal partner as well as input all of these tools into one platform. Allowing for more time and energy to give great service and grow your business.
How To Use An HVAC Business Software to Get Clients On Your Hook
Streamlined Scheduling
We know scheduling is your biggest nightmare. But with HVAC software you’re able to manage your scheduling like a pro! View your calendar on the go, schedule appointments with ease, and prevent any double bookings with customers. When you’re organized, clients will take notice, and your reputation will increase – and that’s a promise and a guarantee!
On-the-Go Dispatching
Use HVAC software to dispatch your technicians on-the-go through your mobile or tablet. Send your team on the field in no time, but manage it on the admin end efficiently. Your technicians still have to be in constant communication with you (their boss!), as well as with your client, to make sure all are on the same page.
Automated Invoicing
Forget work order templates and manual invoicing! Turn paper invoice into automated invoicing. Send your client a professional invoice right after the job is done, and get this—your clients can pay online! It’s convenient for them, and it gives you easy cashflow too. Give your clients the professionalism they want, and they’ll continue to look for you!
Customer Relationship Management (CRM)
Know your clients and make them happy. Use HVAC business software to centralize, track, and manage all interactions, emails, inquiries, estimates, and jobs for individual customers. Create happy clients with memorable service and offer discounts on HVAC solutions, and they’ll be your best marketing team.
Follow Up and Stay Connected
Don’t leave without scheduling a follow-up, an automatic thank you email/SMS, and stay in touch with them during the service, or ask for a work progress report. By making sure the client knows you value them and that they are not simply dollars in your pocket—they could turn into a repeat client!
Leverage Marketing Tools
With this service software, you can attract new customers and run effective marketing campaigns. They can give you some effective email and SMS marketing campaigns for special promotions, reminders for annual jobs, incremental services, and anything in your marketing vision.
A New Way Of Running An HVAC Business
The truth is you can make your HVAC business as easy to manage as possible. With efficient business HVAC software, you can focus on what you love about HVAC (the work, your employees, and people) without worrying about the things that might not be as much fun as the administrative work!
