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HVAC businesses face similar challenges to many other service contractors. With employees spread between the office, warehouse and out on location, keeping them in regular contact is important for the company to function effectively.
A contractor dispatching software solution like ThermoGrid maintains communication between those employees, allowing them to work in a natural way without constant phone calls or email updates, yet stay up-to-date in real-time. Here are five of the major benefits of using the system.
Traditional methods of business management mean that departments work in silos, with people separated from each other and working independently. While this might ease the running of that individual team, the result is a disjointed approach across the whole business and important data being missed.
Using HVAC contractor business software joins up those departments, giving the visibility of all aspects of a customer’s account. This is particularly important for technicians, so that they can review all of the information about a job before they arrive at the site, in the full knowledge that it is up to date.
For HVAC companies of any size, using a software package to manage the business is increasingly important. However, having multiple systems can create issues, as a lack of communication between each one causes duplication, with employees’ time being used to fill in the gaps resulting in an inefficient step in the process.
The best HVAC contractor software packages integrate fully with those systems, as ThermoGrid does. So, for example, technicians are able to create invoices and update account details from the site, rather than the customer having to contact the customer service department separately.
HVAC contractors use parts, materials, and equipment on every job they complete, and so the inventory represents a significant portion of each project’s cost. Making sure that technicians have access to parts when they need them is important, to avoid the delays that are created by waiting for materials to arrive.
With the inventory management system included with ThermoGrid, not only can engineers easily see what items are in the warehouse, but the wider business can control stock more effectively, avoiding parts running out and avoiding over ordering, keeping the warehouse in balance.
Relieving your workforce from tedious jobs, so that they can concentrate on more value-added tasks, is one of the key functions of an ERP for contractors.
By automating steps such as generating invoices after each service call and creating reports, the whole process of managing a customer’s account is made more efficient.
By keeping track of technicians, it also means that the account management team won’t have to spend time considering which jobs to allocate to individuals, as HVAC service contractor software will be able to automatically assign work to the most suitable engineers based on their schedules.
The best HVAC contractor business software has the ability to keep you ahead of your competitors with its sophisticated analysis of data, which it collects automatically from every point of its operation.
By monitoring things such as the trends of the market in which you operate, the types of jobs being completed, the availability of parts and financial information, the system automatically generates reports on the health of the business. It also, crucially, gives accurate projections for the company in the future, and how it will fare in the market.
This information is then readily available whenever you want to see it, from anywhere in the world, without having to wait for it to be compiled and with no input from employees.
Learn more about ThermoGrid Software for HVAC Contractors.