HVAC Job Management Software

HVAC Job Management Software

The HVAC business employs nearly 400,000 people in the US, and it’s estimated to keep growing 13% over the next decade, according to the Bureau of Labor Statistics. That means in the next 10 years, there will be 50,000 more jobs… and even more projects to keep track of. As the HVAC industry grows, the way HVAC companies manage their work has to improve. 

Managing complicated projects and technicians can be difficult if you don’t have the right software. At some point, every company will outgrow their spreadsheets and analog ways of working. If you’ve found yourself looking for great software for your HVAC business, you’ve come to the right place. HVAC job management software can equip your HVAC company to operate more efficiently and profitably. Let’s dive into what this tool looks like and how it can help you make your business the best it can be. 

Which software is used in HVAC?

There are so many different kinds of software out there for HVAC businesses. When Googling the simple phrase “HVAC software programs,” you can see how many kinds of HVAC software there are on the market. For instance, HVAC load software assists with designing and determining load for a business’s HVAC system. There is also HVAC field service software, known as job management software, that integrates with the back office of your business.

If you’re a new HVAC business owner looking for software to get started, HVAC job management is the essential software you need to run your business smoothly. Job management software can help your technicians be more equipped for the field and access the files they need when needed. There are many benefits to using HVAC job management software and we’ll explore them in the next section. 

What are the benefits to using HVAC software?

The benefits of using HVAC software are plenty, including increased communication, ease of accessing information, quick turnaround times, and managing maintenance agreements. Let’s look at these benefits more closely: 

Ease of access with web-based app

Choosing an HVAC job management software solution that is web-based improves efficiency, especially when it’s accessed via mobile devices. A web-based app gives your technicians better ease to access customer data, which helps them provide better customer service and embrace new sales opportunities in the field. Techs can carry the full context into every job to provide better customer care when armed with job details, a client’s history, notes, warranties, and previous estimates. There is no better way to give them this information  than with a web-based application. 

Improved communication

When using intelligent HVAC management software, communication improves immediately. The software will help keep everyone in your company on the same page, essentially if the software is a web-based app that sync instantly — from the office to your technician’s tablet. With real-time updates, the software can help eliminate data entry twice, decreasing the potential for error. 

Quick turnaround estimates

A big win for small businesses in HVAC is to have quick turnaround times for estimates and pricing options. A good HVAC software for small businesses will give your technicians the power to quickly and efficiently provide these estimates with multiple pricing options. These quick turnaround times are proven to increase estimated conversion rates and help technicians increase their average job ticket, earn more money, and excel at selling additional jobs. 

Managing Maintenance agreements

When your trade turns into a lucrative business, it’s best to get exceptionally organized. A commercial HVAC software can help you manage your maintenance agreements, so they become easier to manage. Many HVAC software programs allow businesses to set up automated payment and scheduling, so there is ease and organization woven through every technical facet of your business. 

Acumatica: end-to-end software to run your HVAC business  

Keeping track of HVAC projects can be complicated enough; tacking on managing it all without competent software can be a downright headache. Luckily, there is an HVAC software solution that can keep your teams organized, clients informed, and projects on task.  

Acumatica is a modern, web-based HVAC job management software application that allows you to run your service business from every angle. Acumatica Field Service Edition is an efficient software platform that works in tandem with CRM, sales, purchasing, accounting, inventory, and financial records to arrange your company perfectly. With Acumatica, you’ll streamline your dispatching process, reduce response times, and overall minimize costs. 

Are you interested in learning more? Get in touch with us at Circle City Software Solutions today to schedule a demo