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Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC.
Synchroteam fe...Read more
Repair-CRM is a mobile field service app for small and midsize field service businesses, including plumbing, HVAC, maintenance, landscaping, and roofing companies. The software aims to help small field service companies grow, sche...Read more
Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps cont...Read more
FieldAware is a field management solution developed to manage every facet of the service delivery process. It allows users to manage service requests, scheduling, dispatching, customer relationships, invoicing and reporting, strea...Read more
Kickserv is a cloud-based field service management solution that provides small businesses, tools and functionalities, which help them to manage leads, estimates, team's schedules, jobs, invoices and payments.
Kickserv can be...Read more
IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field servic...Read more
ServicePower is an on-premise and cloud-based field Service solution. It’s suitable for businesses of all sizes and across different industry verticals such as HVAC, IT, transportation, service and more. Key features include work ...Read more
Astea Alliance Enterprise is an end-to-end field service management (FSM) and mobility platform that provides large and enterprise service companies with functionality to support the full service lifecycle, from the initial custom...Read more
SAMPro Enterprise by data-basics is a field service and construction management solution that offers modules such as Service Dispatching, Mobile Workforce, CRM, Analytics, Quoting, PO, Inventory and Requisitioning, Preventative Ma...Read more
ServMan by Cube Six is an on-premise enterprise management and accounting solution designed for businesses in the field service industry. ServMan has been used by industries including electrical, plumbing, Construction, IT Service...Read more
Service Fusion is an all-in-one, cloud-based field service management software. It caters to service contractors and businesses of all sizes across multiple industries. Service Fusion offers field service management, VoIP phone so...Read more
FieldEZ is a hybrid field service management (FSM) solution that helps organizations manage their field operations through automated job scheduling and work order management. The solution can either be deployed on-premise or hoste...Read more
RazorSync is a cloud-based field service management solution that features both mobile and desktop capabilities. It is supported on Android and iOS and is designed for small and midsize field service businesses. Key features of th...Read more
Transform your business with ServiceTitan's all-in-one software solution for residential and commercial field service businesses. With powerful tools that can increase revenue by 25%, improve sales, supercharge your team, and prov...Read more
Developed from the start to fit the needs of service contractors, HindSite is designed to streamline and simplify field service management, from scheduling and routing field technicians to contact management and invoicing....Read more
Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch. This solution includes a native mobile app and complementary web portal and serves a w...Read more
"MobiWork® prides itself as the top software solution that helps companies with technicians in the field to carry out their job efficiently without any delays but with superior logistical coordination, dispacth, GPS tracking, paym...Read more
Explorer Shafers offers an integrated on-premise service management solution designed to manage inventory, payroll, budgets and more. Integrated within that are applications to manage contacts and work orders, and schedule, dispat...Read more
ServiceTrade is a web-based field service tool that is accessible on all connected mobile devices. This program helps field techs communicate with their offices and allows customers to view job details in real time....Read more
The heating, ventilation and air conditioning (HVAC) service sector is an $82 billion industry. As it continues to grow, there’s no shortage of software products on the market to support it.
Whether you have a one-man shop, small business or large enterprise, HVAC field service management software is critical. These systems organize technicians’ daily tasks, customer data and more and help keep appointments on schedule.
However, since there are many product options, it might be difficult to know which one is best for your business. To help, we put together this guide.
HVAC service software is a type of field service management technology built specifically to handle the workflows and requirements of HVAC contractors. Buyers looking for HVAC dispatch software or HVAC scheduling software will typically find an integrated HVAC service software system beneficial. These systems can track almost any type of data that field technicians might need to help them work more efficiently, such as:
Since HVAC service software is intended for use in the field, most applications are accessible on mobile phones, laptops and tablets. That way, technicians can access customer details and work history, keep detailed notes, accept payments and capture photos on-site—all without having to call dispatch for information or update records when in the office.
HVAC products typically support appointment scheduling, invoice creation and customer data storage. Beyond that, some systems also track HVAC equipment information, manage the business’ parts and supply inventory and facilitate customer communication.
Here’s a detailed description of this functionality:
Scheduling and routing
Lets field managers generate service schedules and routes based on the availability of contractors and other resources.
Basic customer management tools let companies store and view customer account details, payment and service history.
Invoicing and payments
Allows technicians to create work invoices and automate customer payments upon completion of service while on site.
Helps companies keep track of HVAC equipment details, such as make, model, serial number, warranty data, manufacturer and more.
Lets users maintain inventory supply by tracking what items are used and sold and restocking when levels are low.
Service customers can view available appointment windows, submit service requests, pay invoices and check expected arrival times.
Service contractors who figure out how to effectively incorporate this software into their workflows can realize many benefits, including:
Fewer scheduling errors. Software Advice found nearly 67 percent of field service customers (not HVAC-specific) would not re-hire a company if a technician was up to 60 minutes late. Clearly, it’s important to prioritize punctuality. HVAC service software’s scheduling capabilities can give dispatchers a complete view of contractor schedules, location and availability to set appointment times contractors can keep.
Scheduling and dispatch board daily view for WinTac
Reduced double data-entry. The majority of HVAC service applications are built for use in the field. Therefore, technicians can create invoices, update records, take notes, track their time and more while on the job. This is much more convenient (and accurate) than having to create hand-written records that are entered into a system back in the office.
Increased overall efficiency. Service management products for HVAC companies automate many tasks, including: work orders generation, time tracking, scheduling, invoicing and customer management. When done manually, such tasks require many hours each day, so automating them can eliminate a lot of administrative work.
How HVAC Service Software Is Priced
The cost of field service software for HVAC contractors generally increases as the depth of functionality increases.
HVAC Service Software Pricing
Products on the lower end of the cost scale typically include only the most essential functionality, such as scheduling and basic invoicing and customer management. On the higher end, products have a more robust feature set—customer portals, inventory management and GPS fleet tracking capabilities, for example.
HVAC software’s price is also dependent on the number of people who will use the product. Some vendors charge a one-time or recurring fee based on the number of users. For example, a single user is charged a license fee; then, as the number of users who will need to access the system goes up, the per-user license cost goes down.
Other vendors charge a fixed one-time or recurring fee, which stays the same whether one or 50 users access the application.
The difference in per-user versus fixed-rate pricing models is especially important for businesses with many technicians.
Integration With Other Applications
For some businesses, especially large enterprises, integrating HVAC service software with other business applications is important.
Common integrations include:
Accounting software. HVAC business owners who integrate their field service software with an accounting solution can save themselves from having to manually transfer invoice and billing data from one application to another.
Customer relationship management (CRM) software. Companies with sales and customer support teams often require advanced interaction tracking and multi-channel marketing automation to effectively nurture prospective and existing customers. Integration with a CRM application can lead to more insights to help those teams upsell and meet customer expectations.