Spring Maintenance- Perfect Time to Roll Out Field Service Management Software

Blog, Field Service, HVAC, Oil and Gas


Last updated Jul 11, 2019 at 2:41PM | Published on May 24, 2018 | Blog, Field Service, HVAC, Oil and Gas

With spring weather upon us, it’s time to check those HVAC units, ensuring air conditioning is ready for the hot summer days and heating units are repaired from the long winter that didn’t seem to end. If you don’t have your customers signed up to a preventative maintenance contract yet, now would be the time to do so, as they are more aware of when their HVAC unit isn’t working when the temperature reaches into the boiling levels.

For HVAC organizations, regular maintenance can be a challenge, especially when you need to get to all your customers before the summer comes. That means scheduling every contracted service call you have, building work orders for those calls, applying checklists, dispatching your technicians or subcontractors, having parts applied, the work needs to be completed and word orders returned for billing. It’s a lot to handle, but that is where an HVAC field service management software can help.

Never miss a preventative maintenance call

Spring season is busy season for HVAC organizations. Customers are starting to hit the air conditioning on and problems will arise pretty quickly if belts, filters, coils and electronic connections aren’t kept in proper working order. With potentially all your customers calling in for some kind of maintenance, the last thing you want to do is miss the customers who already have a preventative maintenance schedule with you.

With an HVAC field service software, automation will ensure you never miss a preventative maintenance call, as the work order will automatically be created from the schedule you and your customers design. You can attach any parts, checklists and instructions to the work order, and it will automatically generate it for the dispatcher to schedule.

Reduce the chaos of service delivery with mobility and subcontractors

With an influx of service calls, there might be too many for your full-time technicians. The first solution when you have implemented a field service management software is to utilize the scheduling tool to optimize your technicians schedule so that they are completing the most service calls in their day, without having to spend too much time idling or driving to the next call. That also means, using the native mobile field service app so technicians can see every work order on their mobile device, giving them all the information they need in the palm of their hand. If they require parts, technicians can see the requirements on their phone and which warehouse has the part they need, reducing time hunting through inventory or calling dispatch to get what they need.

Busy times also mean that perhaps your HVAC organization needs to contract the work out to a third-party vendor. Some HVAC organizations use nothing but subcontractors to complete the work and they use the same mobile field service app as regular employees. They can enter time, expenses and parts into the mobile app and once a job is finished, have their payment voucher automatically created for quick payment. Hiring subcontractors is a great way to reduce the burden on your workforce, while also keeping your customers happy but not missing any service calls due to the busy season. And with a mobile app with advanced checklists, your standards remain the same, whether it’s a full-time worker or subcontractor.

Don’t let another busy spring season go by without optimizing your field service delivery with HVAC field service software. Not only will you rest easy knowing that every service call is completed to the highest of standards with mobile apps and checklists, but you’ll make your technicians lives easier and generate more revenue with advanced scheduling tools to dispatch your technicians.