For residential HVAC contractors, numerous software solutions are available for field service management. The best HVAC software depends on your unique needs and goals, but several features benefit any HVAC business. Explore the top HVAC software providers and the main features to expect to make the most informed choice for your company.
Leading HVAC Service Software Providers
1. Sera
Customer service, customer service, customer service - this is what sets Sera above the rest.
Sera’s software was developed by an industry expert with more than 30 years of experience in the HVAC and plumbing businesses. It is also built on the four pillars of success for residential HVAC contractors. Our software uses automated intelligence to help contractors optimize operations to save time and money and increase profits.
A core component of our HVAC business software is an Automated Admin Portal, which includes a Dynamic Dispatcher that assigns the right tech based on priority, capability, and availability. It also helps monitor schedules and the status of your techs.
Another component is the industry-first Customer Hub, which allows customers to schedule appointments online, saving dispatchers time, increasing efficiency, and boosting bookings.
One of the best features of our HVAC management software is our free pricebook for all HVAC contractors. This fully customizable pricebook puts owners in more control of the bottom line. Techs can also create multiple quotes within minutes and show the difference between member and non-member pricing with two-column quoting.
Sera’s pricebook offers multiple benefits, including:
- Ability to apply and adjust estimated labor hours, which set the standard for efficiency tracking within the pricebook
- Flexibility to apply changes across the entire pricebook, either across the board or at the line item/task level
- Helping manage pricing, labor, finance fees, and margins vs. being a static, one-dimension pricing guide
- Real-time adjustments applied immediately to new quotes in the field
- Saving time by avoiding manual, complicated computations
No other HVAC software partner offers a free pricebook like Sera. Although the pricebook can deliver up to a $3,700 value for your business, contractors can also use their own pricebook if they prefer.
2. FieldEdge
FieldEdge delivers multiple features to help businesses achieve greater operational efficiency and augment customer service. It provides HVAC dispatching and invoicing software, Quickbooks integration, and customer management capabilities.
3. ServiceTitan
ServiceTitan is one of the largest providers of HVAC software, serving commercial and residential businesses. Its features include tools for invoicing and tracking technicians, and a mobile app compatible with IOS and Android devices.
4. Jobber
Jobber’s HVAC software provides the features businesses need for job management tasks like scheduling, invoicing, payment processing, and estimates. It offers features like drag-and-drop calendars and push notifications for teams.
5. Service Fusion
Service Fusion’s all-in-one HVAC service software offers solutions for field service technicians and office staff to simplify business decisions, boost productivity, and increase customer satisfaction. It also helps contractors get paid faster.
Top HVAC Business Scheduling & Dispatch Software Features
One of the most important aspects to consider with scheduling and dispatch software is features. The following software features are vital for HVAC business management:
Online Booking for Customers
Research indicates that customers prefer to book appointments online themselves, with a significant percentage of people making appointments after business hours or using a mobile device while on the go.
Software that offers live booking widgets enables new and returning customers to request appointments for the desired services and time that works with their schedule.
Job Scheduling
HVAC software should eliminate the time-consuming task of manually scheduling jobs, viewing individual schedules, checking the status of HVAC technicians, and manually assigning and adjusting HVAC jobs as needed.
Automated Dispatching
During setup, the input of tech information (skills, capabilities, etc.) into the software is a key aspect that allows for automated dispatching. Once the backend is configured, dispatchers can spend their time scheduling more technical jobs vs. redundant jobs. This helps reduce employee stress and promotes greater efficiency and customer satisfaction.
GPS Tracking
GPS tracking allows the admin to monitor what goes on in the field. It helps them ensure techs stick close to their schedules. This can maximize the number of jobs a single tech completes daily without overwhelming them to streamline operations. Time tracking also keeps customers in the loop with real-time updates on estimated arrival times.
Real-Time Financial and KPI Reporting
Measuring success is necessary for any small business to grow. The right HVAC software will provide real-time updates on financial data and key performance indicators to hone reporting and ensure everyone has access to the same information.
QuickBooks Integration
Many home service businesses utilize accounting software for managing financial data. QuickBooks Online is a popular cloud-based tool that contractors can access from anywhere for accounting and invoicing tasks. Software that enables QuickBooks integration simplifies the flow of invoice information from the job site to accounting software to lower instances of redundant data entry.
Membership Building & Pathing
It’s not enough to offer memberships — business owners need a system for managing their memberships to maintain year-round work.
Securing more jobs throughout the year with memberships is easy with the right software, as techs can show customers the difference between utilizing services as members and non-members. For instance, Sera’s software allows techs to create two-column quotes showing customers the cost savings for members versus non-members, highlighting the value of memberships.
Powerful Tech Quoting Engine
Software with a robust tech quoting engine enables field technicians to provide customers with multiple quotes while at the customer’s home. This prevents them from needing to consult admin for quote information and facilitates a better customer experience.
Invoicing
Simplify invoicing by giving techs the information they need to create invoices and process check and credit card payments without help from the office staff. Some HVAC software also provides a customer-facing portal for homeowners to keep track of invoices, such as Sera.
Simple Onboarding
Once you choose a software partner, you want to start quickly. This means selecting a provider that offers a pain-free onboarding experience. Choose a partner that delivers a straightforward onboarding process, like Sera. All our clients work with an assigned onboarding specialist, as well as a detailed launch checklist to help complete onboarding in 30 days.
Free Pricebooks
Pricebooks are a must-have in the HVAC industry. No software partner provides the pricebook features you need like Sera. In addition to having access to our free and proven pricebook, HVAC contractors can make real-time pricing updates or modify their entire pricebooks according to their needs within minutes.
Improve Business Operations with HVAC Software from Sera
For HVAC software with the features, residential HVAC contractors need to increase day-to-day functionality and enhance customer service, choose Sera. In addition to software solutions that add money to your bottom line, we also deliver excellent customer support to assist you during onboarding and beyond.
Contact us to learn more about our software, or schedule your discovery call or free demo today.
