7 Ways Software Helps HVAC Service Businesses Optimize Field Service Operations

HVAC service businesses are positioned to be some of the biggest beneficiaries of field service software in their day-to-day operations.

HVAC companies face many pressures to optimize their business, including increasing productivity and work order management, reducing costs of inventory and staff, and improving average repair time and first-time fix metrics.

Whether your HVAC company services single family homes or large scale commercial facilities, the planning, discipline, and processes you employ and service technologies you use have a profound effect on both your competitiveness and profitability. 

Learn how software can revolutionize field service for your HVAC company below. 

1. Make More Informed Technician Scheduling Decisions with a Visual Scheduler

Make quick and intelligent scheduling decisions using visual tech location, status, and skill-set information through a visual scheduler. Combine visibility of this important field service scheduling criteria with web-based, drag-and-drop scheduling capabilities and experience faster scheduling and higher service success rates.

2. Empower Technicians with Integrated Mobile Apps

Customers have higher expectations. You can help your HVAC service technicians exceed them by empowering them with real time customer, asset, inventory, warranty and other call resolution information available on mobile field service apps. There is no easier way to improve customer satisfaction, increase HVAC tech utilization, and boost enterprise service efficiency than with proven, cross-platform mobile field service software.

hvac field service technician software

3. Automate Preventive Maintenance Schedules

Preventive maintenance is the most profitable source of revenue for service businesses, so it does HVAC contractors a lot of good to focus on maintaining accurate and ongoing preventive maintenance contracts. With the right software tools in your arsenal, you can perform the following tasks with “set it and forget it” PM work order technology:

      • Automate alerts for expiring contracts
      • Track inventory for service contracts
      • Set up automated email campaigns and workflows to sell new contracts
      • Keep technicians informed with automated mobile alerts
      • Send alerts to managers when contracts aren’t profitable.

4. Give Customers Access to Important Information Through Stakeholder Portals

Stakeholder portal apps allow service organizations to create web pages with customizable widgets that raise key stakeholder visibility to important service data and manage the business to key performance indicators. HVAC service business information captured in the field can be made available to customers entering new orders and viewing work order status through their own stakeholder portals app.

5. Centrally Manage Service Van Inventory

Field service management apps streamline inventory maintenance of multi-digit alphanumeric parts and serial numbers for HVAC contractors. Service apps also support multi-costing methods in a centralized space, and monitor and re-order stock based on prior projected usage. An app with inventory management capabilities allows HVAC contractors to:

      • Set up an early warning system to managers of low inventories and other key business conditions.
      • Use mobile devices in the field so techs can update their van inventory and become a more integral part of the inventory management process.
      • Collect data in the field to improve parts planning and forecast future use.

6. Improve Sales with Automated Quoting Capabilities

With mobile quoting capabilities, HVAC service technicians can turn selling into a field function. With a mobile service app, techs can create a quote on the spot for additional work, or future sales follow-up. Gaining new customers through a quick and effective technician quoting process is the best way to service organizations to take advantage of techs privileged customer-facing position to get the most new sales and customer loyalty possible.

7. Create and Document Inspections in the Field

With heightened competitive pressures and increasing compliance requirements, HVAC contractors need thorough inspection processes in place. With a mobile inspection app, techs can perform paperless inspections through electronic forms on the mobile device, then sync the completed form with the back office to eliminate data reentry.

Conclusion: Prioritize Service to Take Your HVAC Business to the Next Level

As a provider of HVAC field service, you know that your service technicians, vehicles, parts, inventory and equipment are in a constant state of motion, making the task of managing these assets an ever-present challenge.

Whether you’re focused on commercial, residential, or industrial HVAC, field service software will make your HVAC business more efficient and effective. Optimize your field service operations with a mobile technician app and start seeing results right away.

7 Best Practices for Choosing a New Field Service App

Take steps to grow your HVAC contractor business with a field service management app. Use these tried and true methods for organizing the field service software buying process. Eliminate the unexpected and increase your chances of success with your software this year.

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  • MSI Data
  • Leena Meyers

    Leena Meyers is the Content Marketer at MSI Data. Topics of focus include: case studies, blogs, field service software and management, scheduling, KPI tracking and management, technician efficiency, visibility, and maximizing productivity.