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3 things to know about HVAC software

The HVAC (Heating, Ventilation, and Air Conditioning) industry employs thousands of people in the country. It is important for almost every business since modern offices require the installation and service of air conditioners, heaters, and proper ventilation. However, with more work along with tracking invoices, other parts of the business can become a challenge for HVAC companies.

Manual intervention at every step of such a huge operation complicates things and might lead to losses as well. Technology, however, always has an answer, with HVAC invoice billing software designed for this very reason.

What is HVAC software?

HVAC software is a tool that helps HVAC companies automate their business processes. They can dispatch technicians, manage contracts, and send invoices with just a single click. This doesn’t just save time and money, but also offers a better customer experience. Your customers won’t have to deal with any paperwork, as they’ll receive every detail on their phone.

Invoice billing through the HVAC software also helps reduce the load on your accounting team. They can send, track, and monitor all invoices digitally, which is much better than having to verify paper-based invoices.


How to choose a HVAC software?

If you’re looking for a HVAC software for your business, don’t just go with the first one that you see. There are many options out there, and you’ll most likely profit from a bit of research. Here are a few things to look for when choosing an HVAC software:

  • User interface (UI)

There’s no point in using an app or website that has a confusing UI. Therefore, ensure that you have used the platform and screened through its features. Most HVAC software companies will allow you a demo before signing up for a plan.

  • Mobile application

Your technicians won’t carry a laptop with them while visiting a customer. It’s inefficient, and that is why you should pick a HVAC software that also has a mobile application.

  • Decent invoicing tool

The HVAC software that you choose should have a strong invoicing tool. Invoices are the biggest and most integral part of your business process. So, it is paramount that the software has a decent invoicing feature.

3 Best HVAC software

Here are some of the best HVAC software available in the market.

  • Jobber

Small businesses will find Jobber especially appealing. It isn’t as expensive as the others and is yet simple and really effective at automating HVAC business processes. Its invoicing tool is great, which is exactly what you want from a HVAC software.

  • Service Fusion

Service Fusion offers you three types of plans: Starter, Plus, and Pro. The Starter pack is basic, while Pro is the premium version that has a few add-on features. Service Fusion also has a mobile application that makes invoicing really easy.

  • Intuit Field Service Management

One of the more premium options in the market, Intuit Field Service Management has great UI and accounting features. “Bread Crumbs” is one of its standout features, allowing you to track the route your technicians are taking.

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