How field service software can help your HVAC business?

March 22, 2018
How field service software can help your HVAC business

One can hardly discount the importance of business software when it comes to boosting productivity and saving time. Whether you’re looking to automate asset management or track on-field technicians in real time, business software empowers managers with a range of different tools that can smoothen the production process. But the trick lies in finding the right fit.

The HVAC industry, in particular, relies heavily on effective coordination between field-technicians and back office management in order to manage day-to-day operations.

While some businesses might only require certain services like customer management, invoicing, asset tracking etc. HVAC requires a more specialised approach typical of a field-service oriented business.


In the past, a large amount of time and effort was spent in manually recording and reporting various stages of HVAC services like customer orders, scheduling, billing, invoicing, asset tracking etc. Now you have many companies building business software that is tailor-made just for the HVAC business or other such field service-oriented businesses. They understand the importance of effective job scheduling and automate the process completely. From the moment you receive an order from a customer to the final sign off after the payment has been made, these software tools can aid your business through every step of the way.


What’s more, these software tools can be accessed via mobile phones as well, giving you and your technicians a higher degree of mobility and ease of access. You don’t need to sit tied to a desk while your workers are out completing orders in the field. On the other hand, your technicians too can instantly update every element of their job ensuring they don’t have to waste time with reporting later. Such real-time updates are also invaluable for you when it comes to evaluating work performances and identifying lag areas.

Future Ready

The term ‘field service apps’ could be misleading since these software tools, in fact, do much more than just help you manage on-field operations. They provide you with comprehensive post-operation facts and statistics which will then help you review your team’s performance and make informed decisions. We will definitely see a lot of improvements in such software. Especially with advancements in technology like the Internet of Things (IoT), machine learning, and Artificial Intelligence (AI), HVAC software is only getting better.

When it comes to selecting the right software to manage your HVAC business, ensure you assess all strengths and weaknesses and choose one that specifically suits your business needs. Remember, by properly utilising field service software, you make decisions that will take your company to the next level.

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