Essential features to look for in an HVAC service software
Technician scheduling
With a good HVAC scheduling app, you’ll be able to create technician schedules, manage appointments, and balance technician workload.
Automated dispatch workflows
The HVAC dispatch software should allow you to effortlessly assign jobs to the right technicians based on job skills, location, or job priority.
Work order management
Look for HVAC software that can ease end-to-end job management and helps you generate, assign, track, and close work orders on a single platform.
Intuitive mobile app
Since any HVAC company relies heavily on on-site support, it’s extremely important to have a mobile app that technicians can use to execute their service tasks and deliver better customer support.
Billing and invoicing
Check if your HVAC business software helps technicians receive payments and generate invoices when they complete their on-site jobs.
Technician enablement
A robust field service solution enables field technicians to view and monitor service tasks and their status with prompt in-app notifications.
Reporting and analytics
See if you’ll be able to track key performance indicators and team performance with a readily-available set of metrics in your HVAC service app.
Integrations
Does the HVAC software support seamless integration with other invoicing, payment, or CRM solutions for a better agent and customer experience?
Customer data management
Your HVAC service software must allow technicians to easily access accurate customer and device information as they go about their HVAC job.