A Helpful Guide to Choosing the Right HVAC Field Service Software

If you are one of those businesses that have finally decided to use HVAC field service software, it might be challenging to choose the right one. There are many options and even more questions which can make it challenging to make the decision. It is a crucial decision for any business as it takes a significant amount of money and time to implement the software and witness its benefits.

The ultimate aim for your business is to see if the HVAC field service management software adds value to your company and helps it in growing. You need a good return on investment. To make the most out of your HVAC software, you must ask a few questions. Before you choose the right software for your business, you must keep all the goals in your mind. Let’s have a look at some questions that you must ask so that you can ensure that you are investing in the best HVAC field service software.

Getting a sort of test drive

It is not feasible for you to take the HVAC field software test drive as it is an end-to-end system that needs to be integrated with the CRM, ERP, and accounting software of your business. Plus, the technicians need training on field service mobile app. As it is an entire system, it is not possible to get a sample product.

What you can do is go through the business scenarios and determine the business needs. You can find out how a routine day activity will be accomplished. You can find out how work order is created, scheduled, dispatched, and completed, followed by turning into an invoice. This information is no less than a test drive.

Can the software manage your business needs?

Once you are aware of your processes, you can figure out if the HVAC field service software can manage them for you. If more than half of your revenue is generated from delivering services, you must understand how to formulate pricing of services as well as how time, parts, and expenses are collected and how invoices are raised. You also need to see if the software can handle the renewal contracts along with automating work orders from them and making it easier to sell.

From the viewpoint of dispatchers, the software will change the process of how the technicians are dispatched. Thus, you must consider your needs to get technicians to the job site. The software must be capable enough to meet all of these needs.

 

  • How will the field software manage projects?

Installation of HVAC is a task that needs many technicians, along with several parts to be ordered and tasks to be scheduled. Certain businesses stay away from projects as they can be demanding for them and beyond their scope. They may lack the number of technicians needed. But with the HVAC field software, managing the projects can be simplified. The same technicians can be used for breaking/ fixing and pulling them off jobs when required so that they can help in completing the projects. Installations are an excellent way of earning the trust of new clients and getting them to sign to a preventative maintenance contract.

  • How much time will the software take for training your staff?

It is a crucial aspect to be considered when choosing the software. It is essential to find out how long it will take for people to become acquainted with the HVAC software. Older technicians may refrain from the same as they are accustomed to the traditional system of doing work with paper-based orders. It can be challenging to ask them to enter time and parts in a phone and complete the checklist.

The training time must be determined to keep in mind your technicians. It is better to involve them in the selection process so that a sudden introduction of the software doesn’t shock them. It won’t be a shock for the technicians when you go live with the field service mobile app. The dispatchers will benefit from the software, which will optimize routes and schedule work orders with full clarity into schedules. If at all, you feel that the software is complicated to learn, the technicians might resist it entirely and go back to the older methods.

  • Verify about the flexibility of the software

If any business wants to grow in the market, being flexible is the key. A flexible company is capable of offering more services, and the same applies to the HVAC field service software. The software must be able to handle all types of processes and services your business runs on. Most importantly, it should be able to integrate other programs into the HVAC scheduling and dispatch software which you use. It should be capable of integrating with accounting, ERP, and CRM services. You should be able to connect subcontractor management systems, tax systems, and sales programs with the software.

Having flexible software is essential so that you can customize it based on your specific business needs. If the software lacks flexibility and runs only in one direction, it may not be suitable for your business as it won’t fit your processes and ideas of how it should work for you. Thus, you must ensure that the HVAC field service software you are choosing works in your favor and not bothers you.

It is a crucial decision that you are going to make. Having software will change how your business works due to the introduction of automation. Also, it is going to be an expensive investment, so make sure you consider your business goals and ask the questions mentioned above before making the final decision. Any automation or software is meant for simplifying your routine jobs and not making it further challenging. Keep this in mind when choosing software.

With the HVAC software, you will have the opportunity to shape the business for meeting future needs. For further insight on the software and how it benefits your business, connect with us.

If you are one of those businesses that have finally decided to use HVAC field service software, it might be challenging to choose the right one. There are many options and even more questions which can make it challenging to make the decision. It is a crucial decision for any business as it takes a significant amount of money and time to implement the software and witness its benefits.

The ultimate aim for your business is to see if the HVAC field service management software adds value to your company and helps it in growing. You need a good return on investment. To make the most out of your HVAC software, you must ask a few questions. Before you choose the right software for your business, you must keep all the goals in your mind. Let’s have a look at some questions that you must ask so that you can ensure that you are investing in the best HVAC field service software.

Getting a sort of test drive

It is not feasible for you to take the HVAC field software test drive as it is an end-to-end system that needs to be integrated with the CRM, ERP, and accounting software of your business. Plus, the technicians need training on field service mobile app. As it is an entire system, it is not possible to get a sample product.

What you can do is go through the business scenarios and determine the business needs. You can find out how a routine day activity will be accomplished. You can find out how work order is created, scheduled, dispatched, and completed, followed by turning into an invoice. This information is no less than a test drive.

Can the software manage your business needs?

Once you are aware of your processes, you can figure out if the HVAC field service software can manage them for you. If more than half of your revenue is generated from delivering services, you must understand how to formulate pricing of services as well as how time, parts, and expenses are collected and how invoices are raised. You also need to see if the software can handle the renewal contracts along with automating work orders from them and making it easier to sell.

From the viewpoint of dispatchers, the software will change the process of how the technicians are dispatched. Thus, you must consider your needs to get technicians to the job site. The software must be capable enough to meet all of these needs.

 

  • How will the field software manage projects?

Installation of HVAC is a task that needs many technicians, along with several parts to be ordered and tasks to be scheduled. Certain businesses stay away from projects as they can be demanding for them and beyond their scope. They may lack the number of technicians needed. But with the HVAC field software, managing the projects can be simplified. The same technicians can be used for breaking/ fixing and pulling them off jobs when required so that they can help in completing the projects. Installations are an excellent way of earning the trust of new clients and getting them to sign to a preventative maintenance contract.

  • How much time will the software take for training your staff?

It is a crucial aspect to be considered when choosing the software. It is essential to find out how long it will take for people to become acquainted with the HVAC software. Older technicians may refrain from the same as they are accustomed to the traditional system of doing work with paper-based orders. It can be challenging to ask them to enter time and parts in a phone and complete the checklist.

The training time must be determined to keep in mind your technicians. It is better to involve them in the selection process so that a sudden introduction of the software doesn’t shock them. It won’t be a shock for the technicians when you go live with the field service mobile app. The dispatchers will benefit from the software, which will optimize routes and schedule work orders with full clarity into schedules. If at all, you feel that the software is complicated to learn, the technicians might resist it entirely and go back to the older methods.

  • Verify about the flexibility of the software

If any business wants to grow in the market, being flexible is the key. A flexible company is capable of offering more services, and the same applies to the HVAC field service software. The software must be able to handle all types of processes and services your business runs on. Most importantly, it should be able to integrate other programs into the HVAC scheduling and dispatch software which you use. It should be capable of integrating with accounting, ERP, and CRM services. You should be able to connect subcontractor management systems, tax systems, and sales programs with the software.

Having flexible software is essential so that you can customize it based on your specific business needs. If the software lacks flexibility and runs only in one direction, it may not be suitable for your business as it won’t fit your processes and ideas of how it should work for you. Thus, you must ensure that the HVAC field service software you are choosing works in your favor and not bothers you.

It is a crucial decision that you are going to make. Having software will change how your business works due to the introduction of automation. Also, it is going to be an expensive investment, so make sure you consider your business goals and ask the questions mentioned above before making the final decision. Any automation or software is meant for simplifying your routine jobs and not making it further challenging. Keep this in mind when choosing software.

With the HVAC software, you will have the opportunity to shape the business for meeting future needs. For further insight on the software and how it benefits your business, connect with us.