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5 Top HVAC Software Options for HVAC Businesses

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HVAC field service companies are challenging to run, and you need good software to do it. The Ascent shares the best HVAC software options. – PowerPoint PPT presentation

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Title: 5 Top HVAC Software Options for HVAC Businesses


1
The 5 Best HVAC Software Options for Your Small
Business
https//www.eds.tech/
2
HVAC field service companies are challenging to
run, and you need good software to do it. Choose
from one of these five HVAC software options to
run your company more efficiently and save
money. The HVAC industry is booming. It already
employs nearly 400,000 people in the United
States, but it's projected to grow by 13--
nearly 50,000 jobs, which is much faster than
average-- over the next decade, according to the
Bureau of Labor Statistics. The increase is
thanks to booming commercial and residential
building construction. Chances are, your firm is
probably growing as well. While that is certainly
something every business owner hopes to do, this
is a demanding field that quickly becomes more
complex with each technician you add to your
team. You may have found it's simply too much for
you to handle with spreadsheets, and are looking
for software that is well-suited for an HVAC
company. Well, you've come to the right place.
We've found a few software options that would be
a particularly good fit for your company.
3
  • Here the top HVAC software options for your small
    business
  • Best for small businesses EDS
  • Best for overall features mHelpDesk
  • Best for mobile app Service Fusion
  • Best for support FieldEdge
  • Best for tracking technicians Intuit Field
    Service Management

4
What to look for in a great HVAC software HVAC
companies are constantly on the go, and they need
software that can handle the complex needs of
this demanding business. As a result, when
choosing field service management software, you
should look for options that have three
characteristics in particular. 1. An easy-to-use
interface It does no good to have work order
software with extensive, powerful features if you
find it impossible to use due to a cluttered or
confusing interface. Sometimes, that's in the eye
of the beholder, so you'll want to make sure that
any software option you choose makes sense to you
and your team-- otherwise, it's just going to
result in headaches down the road. 2. A good
mobile app HVAC businesses have people in the
field almost constantly. It's what they do. As a
result, you need software that offers a mobile
app so your technicians can access key functions,
such as invoicing or clocking in, via their
phones. The mobile app doesn't need to have all
of the software's features, but it should have a
clean, simple interface and the most important
functions readily available to your team. 3.
Strong invoicing and technician tracking tools A
big part of any field service management
business-- HVAC included-- is the ability to
quickly and efficiently invoice customers both in
the field and at the home office. It's also
important to be able to track your technicians,
so you can ensure they're taking the most
efficient routes to cut down on costs and so you
know where they are at at all times for
technician scheduling purposes.
5
Our top 5 picks for HVAC software options There
are a lot of software options out there, each
with their own strengths and weaknesses. We found
five of the best options for HVAC businesses and
broke down where they stood out the most.  1.
Best for small businesses EDS EDS is a great,
simple HVAC service software such as HVAC home
auditor and HVAC load calculation option that
does a lot of things well, and its low price
point makes it a particularly good option for
small HVAC businesses which don't need a big
enterprise field service management platform. It
has a lot of great features that managers will
find attractive, particularly when it comes to
invoicing. It helps to organize your invoices and
makes it easy for technicians in the field to
generate and finalize invoices through the mobile
app. Additionally, the app allows technicians to
check in quickly with the Time Sheet button and
manage their time with the Clock In
button. Pricing Pricing is quite reasonable at
20/month for 30 or fewer users.
6
2. Best for overall features mHelpDesk Here's
what makes mHelpDesk so great features,
features, and more features. When you have a
chance to tuck into this software, you'll be
impressed by all the things you can do. Its
billing and invoicing functions are
well-organized and make it easy to dial them up
quickly, as well as show you where invoices stand
and which are still unfulfilled. The user
interface is solid as well, with a daily calendar
that pops up on the main dashboard so you
immediately see what's going on today. It
provides a great top-down look at your
organization's activities, and you can get more
detailed from there. We were also impressed with
their customer service, which is helpful, and
it's easy to get someone on the phone. Pricing
Pricing starts at 169/month for the "Pro"
version, which allows you to manage a small team
of up to three users (additional users are
45/month each). The third tier is 374/month for
up to 10 users (additional users are 35/month
each), and you also get custom job forms, 10,000
text message alerts, and other extras. A Custom
option is available for businesses that need
unlimited users.
7
3. Best for mobile app Service Fusion We were
quite impressed with Service Fusion's mobile app,
which is simple, intuitive, and everything an
HVAC technician needs to do his job right from
their phone. The desktop version is simple as
well, and it's easy for even tech novices to
handle, even if they've never dealt with HVAC
business software before. There are other great
aspects of Service Fusion, including the fact
that it can track technicians on the road, and
it's incredibly easy to create work orders
because it auto-fills it with customers'
names. There's also a routing feature for an
extra charge that helps you check on your drivers
and ensure they have access to the most efficient
routes (and so you can monitor their driving
habits). Pricing Even though it's not free HVAC
software, Service Fusion is one of the most
affordable options out there, offering unlimited
users for each of its three tiers Starter at
99/month, Plus at 199/month, and Pro at
349/month.
8
4. Best for support FieldEdge FieldEdge is a
particularly good HVAC management software option
for larger businesses that want to get to the
next level, particularly because they offer such
good customer support which is essential if
you're getting features-packed software for a
larger team. There's also a lot of customization
potential in this software, which is ideal for
larger firms who want a software option that will
fit them like a glove. A FieldEdge representative
will guide you through the process of training
users and integrating data into the new
software. Sadly, that also means a fairly high
price point that may discourage smaller
companies. Some of its unique features include
live QuickBooks integration, as well as a
built-in price book of HVAC inventory
items. Pricing There's some sticker shock with
FieldEdge for sure, with a one-time 4,000 remote
training and setup fee just to get started. A
phone call to their support team found that
licenses generally run 100/month per user for
desktop users and 125/month per user for field
technicians. However, you may be able to
negotiate better terms depending on your business.
9
5. Best for tracking technicians Intuit Field
Service Management As you would expect from the
folks behind Quickbooks, Intuit Field Service
Management serves as great HVAC accounting
software. It also has a simple user interface
that will make it easy for you to manage the
administrative aspects of your business But it is
quite effective as HVAC dispatch software as
well. It has a feature called "Bread Crumbs,"
which enables you to monitor the routes your
technicians are taking so you can come up with
more efficient routes to save money-- or to just
keep an eye on them to ensure they're driving
safely. Its mobile app is helpful for
technicians, with a simple interface that pops up
the task at hand along with necessary customer
information, such as the customer's details and
how long the job is expected to take. Pricing
There's only one version of the software, but
it's priced in three different tiers 35/month
per user for 10 users or less 31/month per user
for 11-40 users and 28/month per user for
41-101 users. It's time to take a deep look at
your business. While these are all excellent
software options that most will find useful, the
reality is that every business is different, and
there's no one-size-fits-all software option out
there. If you're stuck looking for software, take
a moment to write down some of the attributes
that matter most to you. Perhaps that is more
organized accounting and administration, or maybe
invoicing has become a time-consuming
nightmare. You might be surprised by how
different what you thought was important to your
business compares to what is actually important
once you think about it. Taking this
introspective approach to what is really holding
your business back will guide you to the right
solution.
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