Is Your HVACR Enterprise Ready for the Best Field Service Software Out There?

Last updated Mar 16, 2020 at 5:24PM | Published on May 2, 2018 | Blog, Field Service, HVAC, IoT, Service Contract Management

The challenges in the HVAC industry are tough to overcome by many organizations, as the industry is more competitive, there is more room for error and customers are expecting high-levels of service, including on-demand and plenty of transparency. While customer service remains the top priority by many HVAC field service organizations, it’s not the only area they can improve in that will drastically affect the overall efficiency of their organization and increase the bottom line.

In Fieldpoint’s upcoming webinar, we’ll consider the issues faced in the HVAC industry and how HVAC field service software can help grow your business, generate new revenue opportunities, improve technician efficiency and speed up billing times.

HVAC field service software a better way to manage

With an HVAC field service software, you can manage your work orders, projects, contracts and technicians all from one platform. With Fieldpoint’s work order management module, there is no need for paper-based work orders or filing cabinets of historical data, as the work order management system gives access to the full history of work orders by company, device, piece of equipment and by many more searchable criteria, make it easy to find historical data.

Producing work orders can also be automated through preventative maintenance contracts and service level agreements that will automatically produce the work order with applied parts and checklists, saving time in the administration of service work. When work orders are ready to be scheduled, dispatchers can find an available technician through a skill set search, geographical search, or by looking at technician’s schedule and see who is available to take a call. The simple drag and drop system makes it easy for dispatchers to optimize the schedules of their technicians so that they are spending less time idling and more of their time completing service calls.

Adding mobility to your HVAC service delivery

Mobility has taken over the field service industry, as mobile apps are now making it easier for technicians and subcontractors to complete their service work. Work orders can be pushed straight to the field using the mobile app, where technicians can track travel and labor time, enter any parts or inventory used, and have their workflow managed with advance checklists that feature required and smart answers so nothing is missed and service levels remain high.

All-in-one software solution with built-in integrations

Just having a standalone HVAC field service software may help you with better work order management, but if you want to have faster billing times, reduce the time administrators need to input customer data and have full access to inventory, you’ll need an integration to your CRM, ERP and accounting system as well. Fieldpoint’s Data Transfer Service allows for any program to be connected to the Fieldpoint HVAC field service software, making it an all-in-one software solution. Accounting and tax systems, subcontractor management systems and payroll software can all be added, synchronizing any program your organization uses with the Fieldpoint software.

More data, information, and analytics

One critical area that many in the HVAC industry struggle with is consolidating all their data and information into meaning analytical reports they can use to make quick business decisions. If the information isn’t live from the field, it can be a challenge to make a decision that affects the direction of the organization. Fieldpoint’s Business Intelligence module allows for data to be graphed and presented on customized dashboards, giving managers, CEOs and anyone who needs to make decisions the information that is important to them right in front of them from the moment they log in to the HVAC field service software.

Join us for our webinar on May 9th and see how our HVAC field service software is helping to solve the complex and diverse needs of the HVAC industry, as we look at many different ways field service software is affecting change in the industry.

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