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Anyone working in the service provider business knows that operations can always be more efficient—and that includes HVAC businesses. This is especially true when it comes to field service management.

The good news is, HVAC software can help field service management so much that it can make the entire business more efficient, from front-office scheduling and dispatching to field communications and customer service.

But that doesn’t mean that all field service management software is created the same. If you’re going to make the HVAC software investment, make sure you choose the software as a service (SaaS) that has what you need. With the right HVAC software, your service provider business can:

    • Do business from anywhere
    • Keep your entire workforce connected
    • Improve customer service
    • Help you gain more visibility

1. Do Business from Anywhere

Today, people expect you to be available no matter where you are—at the office, in the field, and at home. With smart devices and Wi-Fi, so many of your customers expect the same level of convenience from everyone they do business with, from their morning Starbucks order to their HVAC service company.

The right HVAC software gives you the tools so you can take your office with you, anywhere. SaaS makes it easy to use smart devices to see jobs for the day, locate technicians in the field, communicate with office staff, and check out invoices—all right from your smart device

This level of flexibility and visibility means nobody is tethered to a desk or a landline, and it can increase revenue and customer satisfaction. It can all but eliminate under-booking or over-booking situations with better scheduling visibility and dispatch capabilities. Plus, the front office and field associates can enjoy having all necessary customer information, including history, at their fingertips.

2. Keep Your Entire Workforce Connected

Do you ever feel like field service management is one big, not-fun game of telephone? With today’s HVAC SaaS (Software as a service), it’s so much easier to keep everyone on the same page and productive—but you have to get HVAC software that offers a mobile application.

With a mobile field app, you can view converted estimates, job statuses, payments, and more. You can also see real-time communication between field staff and the front office, and that’s just the tip of the iceberg.

Find an HVAC software solution with an app that can:

    • Receive dispatched job and estimate assignments
    • Display a map and driving directions to jobs
    • Take job photos and log notes
    • Capture pre-work and post-work signatures
    • Create and send invoices for completed work

Why not run your business from anywhere? Find out how with our new guide on improving your service business inefficiencies.

3. Use HVAC Software to Improve Customer Service

Customers love it when you can answer their questions immediately, or when you can recall their job information almost without having to check. It adds an extra layer to your customer connection.

Another thing that customers really love is when you can tell them almost exactly when their technician will arrive and how long the job is expected to last. In the field service industry, the service time window has always been a stressor. Customers want to know exactly when, and you’ve always wanted to tell them exactly when, but you’ve never really had the ability to do so.

Now you can—but only when you’re using HVAC software that has user-friendly customer communication tools such as:

    • Easy-to-use customer web booking portal
    • Automated pre-job text notifications
    • Touchless communication to ensure safety
    • The ability to send and receive client calls, texts, and images

4. Gain Visibility with GPS Fleet Tracking

Data is power you can use for good, to help operations run smoother. Using field service management software with GPS fleet tracking can empower your HVAC business with real-time data and location tracking of an entire fleet. It doesn’t just mean you’re aware and informed; it can also increase customer satisfaction if you choose a solution that can track where your technicians are.

This type of omni-visibility that GPS tracking brings can translate to:

    • ROI in your first year
    • Improved customer satisfaction
    • Improved driver behaviors
    • Prevented unauthorized use
    • Reduced fuel costs
    • Reduced insurance premiums

Use HVAC Software to Find Efficiencies and Scale Your Business

Once you realize the efficiencies that HVAC software can bring your business, you’ll see field service management as an opportunity to scale your business. However, you have to choose the right field service management software for your HVAC business.

We’ve broken all of the information down for you even more. See how HVAC software can help you grow by checking out our new guide, The Essential Guide to Scaling Your Service Business.

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