HVAC Service Software
Manage your service management business easily with HVAC software
If you run an HVAC business, you know the time to wrangle the daily tasks. Emergency service calls. Evolving schedules. Lost parts. Missing invoices. Late payments. And never-ending paperwork. HVAC software keeps it all organized, helping you grow your HVAC business without increasing the length of your work day.
What is HVAC Software?
Picture your business without the daily paper chase. Imagine you have one place to manage your customer contact information, job history, estimates, work orders, service contracts, schedules, dispatch, routing, inventory, marketing, and invoicing. Your field technicians are connected with your back office staff, and everyone is working from the same place with real-time information.
And with your daily operations running smoothly, you now have time to focus on the big picture instead of the day-to-day issues, using centralized data analysis to make big revenue-changing decisions. That's what HVAC software can do for you.
Which is right for you?
|Do you primarily service and install HVAC equipment for residential or commercial customers?
|Do you manage the scheduling and dispatch of HVAC technicians to jobs?
|Do you directly invoice homeowners for completed jobs?
|Do your primarily work with builders on new residential construction projects?
|Do you need to create a contract to track extra POs that can then be sent to a home builder?
|Do you need to manage a constantly changing schedule with a home builder?
Everything you need to manage your HVAC business
Gain instant visibility with at-a-glance calendar views that display scheduled jobs, status, tech availability, and time-off requests.
Manage all aspects of your job. Define tasks, allocate resources, and establish timelines to ensure tasks are completed on time.
Send the right tech to the right job every time, based on tech skill, location, or availability. Watch first-time fix rates soar.
Gain real-time access to job details, and other important documents directly from your mobile devices whether on or off the job site.
Find what you need, when you need it. Track inventory from warehouse to truck. Manage PO's more easily, and be alerted when parts arrive.
Reporting & KPI Tracking
Get a visual on your business performance. Make data-driven decisions using insights into job profitability, recurring revenue, expenses, and performance metrics.
Mobile app for Technicians
Keep your techs connected, even if they have to work offline. Upload notes and photos, access service history and inventory, invoice customers, and accept on-the-spot payments.
Schedule maintenance reminders, share promotions, solicit reviews, drum up new business, and boost customer loyalty with automated marketing communications.
Service Contracts/Maintenance Agreements
Easily manage recurring revenue strategies to reduce seasonal revenue fluctuations and prepare for offpeak business cycles.
Pain relief for HVAC business owners
Embracing HVAC software that leverages automation will reduce paperwork and improve productivity, reducing many of the pain points that HVAC service pros experience every day—dispatch, work order management, invoicing, and even inventory. Reducing manual entry and automating repetitive tasks means less effort and fewer mistakes.
Technician-friendly mobile app
Your techs will get the job done faster and in less time. Our easy-to-use mobile application keeps them connected to job information, even if they're working in the corner of a basement with no network connection. Customer history, inventory searches, invoicing, and on-the-spot payments are all in the palm of their hands.
Rise above industry hurdles
Get an edge over your competitors struggling with labor shortages, technology adoption, rising costs, government regulations, and supply-chain disruption. With the right technology, you will prevail over these obstacles.
What do other HVAC pros say?
Don't take our word for it. Hear what our fans have to say! Learn how other HVAC business owners use ThermoGrid to optimize their businesses and reclaim more time in their workday. Check out our success stories and software reviews.
A Member Of Your HVAC Community
Air Conditioning Contractors of America
Women in HVAC-R
We are proud members of these organizations and are pleased to support their education, advocacy, networking, and mentorship goals.
Committed to your success, the ThermoGrid team are all EPA Section 608 Proctors, and are happy to consult on training and certification requirements.
HVAC Software FAQs
Who uses HVAC software?
HVAC software is used by HVAC pros and businesses that seek to streamline and enhance the management of their business operations.HVAC contractors who service HVAC equipment are among the primary users of HVAC software. They use it to manage scheduling, work orders, dispatching, billing, and customer information.Field Technicians: Field technicians who perform HVAC installations, maintenance, and repairs rely on HVAC software that supports mobile devices, enabling them to access job details, update service records, and communicate with the office.Other field services businesses, like plumbers, electricians, or any small-to-medium-sized business specializing in-home services, often find the features of HVAC software to meet their business management needs. These businesses have similar requirements to schedule and dispatch their skilled trade service workers to manage customer information, estimates, work orders, invoicing, and payments.
Which HVAC software should I choose?
Choosing the right HVAC software depends on what suits your needs and what makes your business run smoother.Keep an eye out for key features that will genuinely make a difference:Scheduling and Dispatch: Look for software that will help you speed dispatch and increase first-time-fix rates by considering which technician is closest to the job and what their skillset and track record are for that type of job.Customer Management: Seek contractor management software that keeps track of customer details and preferences, making every interaction feel personal and special.
Inventory Management: If your software lacks integrated inventory management, it's harder for your field technicians to find the needed parts and set expectations with your customers. If your techs can locate parts on service vans and coordinate in-field transfers without ever calling your office, work is completed faster, and fewer people are getting involved in the hunt for parts.
Invoicing and Billing: Choose contractor management software that simplifies invoicing and billing processes, accepts credit card payments directly from your customers, and integrates with your accounting software.Employee Time Tracking: Keeping tabs on your team's performance is a piece of cake with the right software. Look for tools that help you monitor and support your employees effectively. Reporting: Knowledge is power. Seek software that provides insightful reports to help you track KPIs and provide the data you need to make informed decisions to drive your business forward.Ease of Use: Contractor management software may seem complicated because it manages so much of your business. Find a user-friendly app that can be used - even by your technology-resistant team members.
How does HVAC software help me overcome my labor hiring and retention challenges?
HCAV software can be a great asset to help address the labor challenges prevalent in this industry.
Efficient Scheduling and Dispatching: HVAC software helps to optimize technician scheduling and dispatching greatly. When technicians are assigned to jobs that are better suited to their skills, certifications, and availability, this reduces downtime and ensures that technicians are kept busy on jobs that match their abilities, making their work more fulfilling.
Streamlined Onboarding: When you hire new technicians, HVAC software that offers customizable workflows will help facilitate their onboarding process by providing easy-to-follow, straightforward, standard procedures. This allows new hires to get up to speed quickly, reduces confusion and mistakes, builds their confidence quickly, and shrinks the time and effort required for training.Workload Balancing: HVAC software can help balance workloads among your technicians to prevent overloading specific individuals while others have lighter schedules. Reduce technician burnout and dissatisfaction and ensure that a fair distribution of work promotes a more positive work environment.Performance Tracking: HVAC software allows you to track the performance of your technicians better. You can monitor job completion times, customer satisfaction ratings, and other key performance indicators. Recognizing and rewarding high-performing technicians with specific KPI results can boost morale and retention.Superior Communication: Communication issues are a universal challenge, regardless of your industry. But for HVAC service businesses, using HVAC software helps to keep technicians better informed about job updates, changes to schedules and emergency calls, inventory status, and customer feedback. Clear and efficient communication greatly reduces stress and frustration among your team and improves job satisfaction.Enhanced Job Satisfaction: By streamlining and automating tasks, HVAC software relieves technicians from tedious administrative responsibilities and allows them to focus more on their core job responsibilities. Because no technician looks forward to managing paperwork and performing repetitive data entry.Improved Customer Service: Satisfied and motivated technicians are more likely to provide excellent customer service. This can lead to increased customer retention, creating a more stable workload for your technicians.HVAC software can clearly contribute to overcoming labor hiring and retention challenges by making your technician's jobs more satisfying and creating a positive and well-managed work environment.
Isn't my business too small for HVAC software?
The size of your business isn't the main factor when choosing to adopt HVAC software. Your current business challenges and the vision for your future business should be your primary considerations.
There is sometimes the perception that if a given technology is powerful, it must also be complicated and expensive. This isn't always the case.
Suppose you evaluate HVAC software designed for HVAC service businesses for explicit use by HVAC business owners and technicians. In that case, this should be an application built for ease of use and easy adoption by small, busy entrepreneurs.
Modern HVAC software and mobile applications offer licensing options for small businesses, so you never have to pay for more software than you need. Using a cloud-hosted application means you don't have to invest time or manpower into maintaining a system in your office. It's all taken care of for you.
The truth is that small businesses often reap the most benefit from using HVAC software. Smaller operations are often so busy just keeping their businesses running that it's challenging to prioritize the time needed to analyze profitability and performance and discover efficiencies and growth opportunities that might be within their grasp. HVAC software could end up being your hardest working and least expensive employee.
Is HVAC software available that combines scheduling, dispatch, estimating, service agreements, inventory management and invoicing, all in one solution?
Yes, software such as ThermoGrid provides these critical HVAC software capabilities for efficiently managing your business:
- Scheduling: Visual calendar views, and GPS-enabled clock in and out provide a crystal clear picture of where your team is at any time during the day.
- Dispatch: Improved dispatch capabilities are fueled by the easy selection of the best-matched technician for the job, whether by skill level, distance, or previous job performance, dispatchers can identify which tech will generate the most revenue for each job
- Estimating: Easily create accurate estimates for installs. Bult-in load calculation tools help to quickly identify how much heating and cooling a building needs.
- Service Agreements: Manage your membership programs easily using out-of-the-box templates that help to create programs and automatically book services, send reminders, and invoice program members.
- Inventory Management: Enjoy efficient stock levels, right-on-time availability, and carry far less overhead. Track and audit the movement of every part, from warehouses to trucks, to jobs
- Invoicing: Technicians can invoice customers and receive on-the-spot payments before even leaving the job site. And Integration with QuickBooks means that everything is synced with your accounting.
HVAC Business Resources
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Let our team of industry experts help.
Are you ready to take your HVAC service business to the next level?
Let's have a conversation about how ThermGrid can help streamline your entire operation with end-to-end management of your HVAC business.