HVAC Dispatching Software: How Does It Work?
We help you to help your customers. Our dispatching software is designed for service companies across North America, and we specialize in supporting the HVAC industry. We offer an all-in-one platform that covers all aspects of your business workflow, streamlines communications between teams, and frees everybody's time to focus on outstanding service delivery.
1. Start With Customer Service
Business success starts with customer service success. Our bespoke customer management database easily captures customer information and tracks every interaction and work history they have with your company. A clean and user-friendly interface gives you all the tools you need to seamlessly manage your customer relationships.You can easily keep track of any customer billing issues with automated alerts. Connect job requests, invoices, service agreements, and more to each customer record, saving precious search time. Never miss ongoing work tasks for your customers, as our software can automatically generate these for you.
2. Manage Your Staff Scheduling and Live Dispatch
Get rid of paper trails and use our software to easily manage scheduling and job dispatch for your technicians. Our drag-and-drop scheduler is easy to use, saving your admin staff precious time. Your technicians can easily look at their calendar on their mobile device and know what jobs they need to do and where they need to be. Our scheduler gives you vital visual information for personnel management. If you've got lots of staff, you can easily allocate them into teams and assign work on this basis. Plus, our software's inbuilt GPS tracking lets you easily dispatch your technicians to emergency jobs based on their real-time location.
3. Streamline Your Work Orders and Job Management
Workflow management is the backbone of our software, and all of our components are designed to link in with every job that you need to track. With the click of a button, you can manage each work order from quote to completion. Easily collate notes, images, checklists, materials, and other job documentation in one place. From start to finish, you simply press a button to move from quote to work order to invoice, reducing duplication and improving workflow efficiency. Your techs can use our software to easily email an invoice with the payment link to the customer while they are on site. GPS tracking automatically completes timesheets for your workers, saving them time on admin and letting them get to the next job faster.
4. Keep Everyone in the Loop With Mobile Connectivity
As our software is cloud-based, users can access everything they need to work from anywhere. We have a dedicated mobile app you can access, or you can log in from any web browser. Reduce the need for emails and calls by running all communications through our platform. Your technicians will be able to access everything they need and report on their progress using the app. They'll get dispatch notifications, reminders, and other communications in real-time. Your head office will be able to see the real-time progress of jobs, including notes and pictures taken from job sites.
5. Cut Down on Admin for Quotes and Invoices
Our software gives you all the tools you need to control and track your quotes and invoices with ease. Our cloud software lets you generate quotes anywhere and lets you add digital signatures and attachments for a personalized touch. Streamline repetitive pricing by duplicating quotes for new leads or repetitive jobs. Automated reminders will help you keep on top of converting quotes into sales. Job done? Click that button to convert your quote into an invoice. There's no risk of invoices being lost, meaning that you can follow up on outstanding accounts and ensure prompt payment. Your head office can easily email invoices to clients, or your technicians can easily do so on-site.
6. Link Up With Top Accounting Software
Our in-built accounting connector means that you can easily link to QuickBooks or Sage50, turbocharging your accounting processes. Not only can you quickly generate invoices from our software inputs, but you can easily synchronize your invoices to your accounting software, ensuring that your financials are up-to-date.
7. Stay on Top of Maintenance Needs and Customer Contracts
Your customers will need ongoing HVAC maintenance services. Our software is primed to help you stay on top of recurring jobs and keep your loyal customers happy. Free up valuable time to chase new business with our platform alerts and automation tools that streamline your contract management. Use scheduled service reminders via phone, text, and email to keep everybody on top of maintenance work, along with materials needed and maintenance tasks to be completed. Our software will highlight contract renewals and expirations, giving you time to reconnect and renew with valuable customers.
8. Maintain Inventory Stocks Easily
Without a well-stocked inventory, you'll be wasting time getting the parts and equipment you need. Our platform integrates inventory software that is easy to use and automatically connects to your work orders and other records. Reduce the need for inventory phone calls and email inquiries with automatic tracking of stocks, including low-stock alerts.
9. Refine Your Marketing Strategy for Continued Work
A strong online presence is essential for bringing in new business and strengthening customer relationships. Tap into our Marketplace and access services to help you boost your marketing and advertising activities. Available tools include website auditing/building, customer review generation and distribution, social media content management, and SEO support. From initial inquiries to ongoing maintenance contracts, HVAC dispatching software is essential for making service businesses like yours profitable and competitive. Save time and money with simple and intuitive software that starts with the customer and puts dispatching and workflows at its center. Contact our friendly team at ServiceBox at 1-855-761-2248 to request a free demo today.
