Fast-Track Your HVAC Dispatching With Smart Software Solutions
Manual dispatching processes can take up a lot of time and slow down day-to-day operations. There's also the risk of errors, such as allocating the wrong work order to a technician or not sending a timely alert to a technician already heading to a job site. Our easy-to-use dispatching software eliminates these risks with a host of tools that will make scheduling and job allocation a breeze.
Visual Calendar for Efficient Scheduling
Get a clear overview of your team's availability with our calendar interface, featuring time slots and customizable views. When a work order comes in (which you can also manage and track with our software), you simply drag and drop it into the calendar. In an instant, you can see who is available, what work orders they have, where they are located, and how much time they are expected to spend on jobs.
Dispatcher Mode for Instant Alerts
Our platform is also available as an app, which can be easily installed on any mobile device. Once you've allocated a job to one of your technicians, they'll be instantly alerted to their new booking. They'll have easy access to all the connected work orders and job site information that they need. Your team will know what they need to do and where they need to go without having to contact the head office or get paper documentation.
Optimize Technician Time With Smart Scheduling
With our calendar interface, you'll be able to allocate jobs to technicians that make optimal use of their time. If your techs are in a certain location on a certain day, your schedulers can easily ensure that any further jobs allocated to them are all within the same area. If you've got a larger team and lots of jobs to complete, you can use our scheduling groups function to put your technicians into smaller teams for specific work orders.
Be Known for Fast Emergency Dispatching
Be ready to tackle any emergency repair situation and keep your valuable customers happy. Our software uses in-built GPS technology to track the location of your technicians who are out on job sites. Use this tool to find and allocate a technician who can travel to the emergency job in the shortest amount of time.
Faster Communication With Your Technicians
Your team can stay in constant communication with each other using our software without needing to pick up the phone or send an email. Your technicians will be automatically alerted to any work order updates or other communications they need instantly. They can also update work orders with photos, notes and other documentation on the job, keeping your head office remotely updated on progress.
Other Automation Benefits With HVAC Dispatch Software
Easily Track Customer History
Our platform enables your team to provide exceptional customer service using our integrated customer record system. Track every email, invoice, work order and maintenance job by connecting them to individual customer records. At a glance, you can see your entire relationship history with your customers anytime and anywhere, helping you to respond to inquiries and issues promptly and efficiently.
Keep on Top of Your Inventory
You can also simplify your inventory management processes using our HVAC software. Automatically track inventory levels in your main warehouse or at individual locations (including technician vehicles), setting minimum stock reorder points for easy replenishment. You can also automate stock removal from your inventory upon job usage, giving your staff a clearer picture of what's available. Plus, you can easily make bulk price changes to your inventory items when you need to.
Seamless Timesheet Management
Get rid of paper timesheets with our platform's timesheet system. Our GPS-powered Check In/Check Out feature allows your technicians to log their start and finish times on work orders without needing to fill in a paper form, and you'll know exactly where they've been on the road. Digital timesheets can then be easily sent for approval and overtime hours can be added as needed using our easy customization tools.
Streamlined Quote and Invoice Creation
Our platform offers a one-click quote and invoice workflow that is a hassle-free way to generate new business and maintain regular maintenance contracts. You can build your own price book that your team can use to create quotes, which are automatically sent by email to new and existing clients. Create PDF invoices that include a payment link, giving your customer an easy payment option.
Set Up Mandatory Processes For Staff
Make sure your staff are aware of their obligations with enforced processes and actions made using our software. Ensure that your technicians check in and out of a work order before they move on to the next job, or that they attach completed job checklists and reports before they can close it. You can also make sure all signatures are obtained from relevant stakeholders for completed work or that invoices are generated and sent on time.
See the Automation Benefits for Yourself.
Using end-to-end business workflow software like ours offers you numerous benefits. The best way to get a feel for all the possibilities that HVAC dispatch software can offer is to get a live demonstration. Our friendly Customer Care team is available to give you a complimentary demonstration, so you can see it in action and learn more about our service offer and support.Make the shift from manual dispatching processes to automated operations that save you valuable time, reduce the risk of errors, and enhance staff productivity. Our HVAC dispatch software is the tool you need to boost your reputation and generate more business. Get in touch with our sales team at ServiceBox at 1-855-761-2248 to book a free platform demonstration today.
