5 Key Features a Good HVAC Software Should Have

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Written By Tabrez Ahemad

If your HVAC business depends on remote and field employees, there is no better way to deal with massive tasks than using the right FSM software.

Manually tracking cars, dispatching HVAC technicians, and supervising the activities of employees can’t just cut it.

If new investment costs are high, opt for a solution, like a field service software HVAC, which is within your budget. Plus, ensure it has most, if not all, of the following features:

1. Dispatching and Scheduling

To run an efficient, smooth, and simple HVAC business organization, you must always be on top of its schedule. Not doing so means you will get in a constant game of catch-up, trying hard to resolve customer issues that bad business schedules may have caused.

For instance, the sick days of a technician may mean redoing and rescheduling things as well as several tasks at the last minute.

Because this is stressful, you should use HVAC software. This kind of solution will make it simple and quick to schedule and dispatch tasks.

2. Time Tracking

An HVAC software solution that comes with time-tracking features is essential. When your team clocks into HVAC jobs, it should be as straightforward as pressing a START button. Usually, the timer helps to track workers.

With GPS location and time tracking features, you will view your crew’s location in real-time. Knowing your crew’s location and how long they have been there helps to create accountability.

3. Order Management

About ten years ago, one could expect at least one week-long gap between a tech visiting and a customer getting an invoice. With HVAC FSM software, receiving payments and generating invoices have become manageable.

Many FSM solutions also come with payment processing and invoicing features, allowing you to generate bulk invoices and receive payments instantly with just one click.

4. Route Optimization

Route optimization and planning are often viewed through the lens of the last-mile delivery of services. However, it is also vital in field service management.

A technician on service calls of multiple clients during a shift may use a route planner to reduce fuel consumption and improve efficiency. Not to mention, it minimizes the company’s service car wear and tear. This, in turn, helps a lot to increase the number of field visits and simultaneously reduce costs.

5. Stock Management

When stocks of replacements and spare parts get distributed across different locations, keeping track of all these can be very difficult.

And if you don’t have the stock details, the stock levels can become dangerously low, thereby putting customers’ satisfaction at risk.

The best solution is user-friendly FSM software for your HVAC business to cope with specific requirements. This software won’t just track what you have in stock. It will as well provide an automated alert when a stock level runs low.

Concluding Remarks!

With HVAC software, your technicians can assess customer availability, job status, and local delays. It can also enable them to react to changing requirements without relying on the results.

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