All the Tools You Need to Start and Run and Grow an HVAC Business

If you are into an HVAC business, then you would understand the importance of tools. Starting from attending service calls to making installations, for everything tools are a necessity. But HVAC businesses don’t run on mechanical tools alone; there are other tools like software programs that businesses need to increase efficiency. If you are still on the planning stage for your business, then you probably need to know what different tools an HVAC business needs on a day-to-day basis. Let’s now find out-

Basic HVAC Tools-

So, to begin with, let’s talk about the tools that, although basic, are needed regularly. Since these tools are found in almost every household and don’t require their user to have specific skills, so, we won’t go deeper into their details. We will look at the names. This toolkit includes a lot of items like screwdrivers, electric drills, assorted nut drivers, manual hand saw, pipe wrenches, pry bars, crescent and pipe wrenches, cutters, hammers, assorted pliers, etc. Other simpler items like duct knife, flashlight, extension cord, ropes etc. are equally vital for HVAC service operations.

Sheet Metal Tools-

Not all HVAC businesses undertake sheet metal work. Also, to undertake this specific work, you need a license. But even for sheet metal work, you need certain tools such as tubing cutter, staple gun, awl, crimpers, tongs, hand seamers, folding bars etc.

The Technical Tools-

You will also need many technical tools to undertake HVAC related servicing work. If you are wondering what technical tools we are talking about, then the following is a list-

  • Recovery unit is needed to take refrigerants out of air conditioners and cooling equipment so that there is no leakage.
  • HVAC technicians need to carry a carbon monoxide detector with them at all times so that high levels of carbon monoxide around, while they are at work, can be detected. Since carbon monoxide is odorless, you need a detector to ascertain its presence.
  • Another important tool needed is a thermal image camera which is heat sensitive and is used to locate troubled spots in a cooling device or air conditioner.
  • Technicians also carry a megohmmeter, which is used to find out the absoluteness of the compressor in a system.
  • Motor rotation in a system can be checked with a phase tester, which is again an important tool for HVAC technicians.
  • There are gases and liquids inside an HVAC system. Technicians can study the pressure with the help of a refrigeration gauge, which is a must in an HVAC technician’s toolkit.
  • If the refrigeration gauge you use does not have a multimeter, then you have to invest in a temperature sensor, which is required to measure the temperature of HVAC.
  • Technicians also need a vacuum pump so that any vapor inside the unit that they are fixing can be sucked out. It can also be used to suck out the refrigerant liquid which can later be repurposed. But one thing you have to keep in mind here is that these pumps are a little expensive.
  • To be able to measure how much refrigerant is being put inside a unit, technicians need a refrigerant scale.
  • Any refrigerant that has been recovered from cooling systems can be put inside a container, which is referred to as a refrigerant storage tank. If you want to be a competent HVAC company, then you will have to invest in such a storage tank for higher efficiency in your service.

The Business Tools That You Need-

For an ever-growing HVAC business, you need certain tools to smoothly undertake the operations of your company and increase your productivity. Here are some of such vital tools-

  • The first tool is a Field Service Management Software. It is just perfect to handle all the important operations of your business. Now, starting from organizing appointments and automating invoicing and quoting work to tracking client information, almost everything can be controlled with this software.
  • Payment software can also help you immensely. Electronic payments are a great way to make money transactions easy for your business. If you want improved efficiency, then you should integrate it with your field service management software.
  • Accounting is a major arm of any business. And that is why with accounting software in place, you will be able to increase your business productivity. Therefore, starting from handling salaries and paying overheads to balance the books, everything can be adequately handled with the good accounting software. An important point that you need to keep in mind here is that without having your accounting software integrated with the field service management software, you might miss vital details.
  • It is important to make sure your team of technicians communicate with each other efficiently. Whether it’s through phone calls, text messages, or online messages, you need to find out channels of communication which can be used on a sustainable basis. Even internet-mediated video communication can be a great option.

Other tools that will benefit you-

Under this category, the first item you have is uniforms. Now, you must be wondering why on earth uniforms be considered tools? Well, they are tools because, without the right uniform, your technicians won’t be able to perform their work efficiently. Also, the uniform of your company can act as a branding tool for your business. Hence, whenever your technicians go out in their uniforms, people will recognize your brand through them. So, having a professional look uniform for your technicians can also boost your business in a roundabout way. Now, isn’t that one of the best hvac business tips you have ever come across? Well, why not!

Also, make sure your professionals feel protected with the uniforms you provide them. Therefore, it means your company uniform should include everything starting from boots, knee pads and gloves to safety goggles and tool bags and boxes.

Further, you don’t just need tools to operate your business, but you also need them to grow it. And some of the most essential HVAC business growth tools include marketing tools, financial payment partners, review automation software etc. Without having amazing growth tools in place, you won’t be able to move beyond your current business status. And that is not what you would want for your business. Isn’t it?

With all the tools mentioned above, your business will stand more equipped than ever. And trust this- this hvac business strategy always invariably work. So, don’t worry about expenditure as far as procuring these tools is concerned. After all, they directly impact your business. Now, what makes you wait? If you are a start-up, then go ahead and invest in these tools for a great career in HVAC business.

Author Name :

Joy Gomez

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We changed our accounting system and required a work order system to keep track of our multiple daily service calls with multiple technicians. We looked at a number of systems and found that Field Promax fits the bill. Just a great app with exemplary service!

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Field Promax is great for work order management for 3 reasons: all the necessary information is available at a glance, it has enough features to cover our needs, but not to make it difficult to use and they have an extremely helpful support.

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Service Scheduling Coordinator, Harrison, OH

What I like about Field Promax is that all the information I need to access is on one screen. I can easily track the job progress and an invoice is just one click away.

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Owner,Swinson Air Conditioning Company, Inc Loxley, AL