Improve your service and workforce efficiency with HVAC management software

When it comes to HVAC installation, repair, and maintenance services, your clients want you to treat them as your priority. The better you attend them, the more they tend to choose you over others during their next requirement.

But, seldom despite holding the best of intentions to cater to the patrons in the best possible way, the gaps in your services may disappoint them by not matching up to their expectations. There can be different causes for this, but one of the most common reasons for reduced efficiency of your services or servicemen in the field operational challenges.

Inapt work scheduling like assigning a job to a low-skilled technician or duplicate scheduling or overlapped scheduling; inadequate access to information at the time of need; coordination and communication gap between back-office and field staff; inefficient inventory management, lack of mobility solutions in terms of data collaboration, are some of the well-known operational challenges that cause service delivery inadequacies such as low-first visit effectiveness, time delay, or unavailable field staff, etc.

HVAC service software suites are one-stop comprehensive tools that are designed to enhance the operational efficiency of HVAC services. These are industry-specific field service management software that automates the majority of field operational processes and thus makes them easy to handle, quick, less hectic, and more efficient. Here describing the key benefits of HVAC Software

Real-time access to information

Using the software, the technicians can have real-time access to service information such as machine parts warranty details, service history, customer details, next service due date, the optimal route to the client's site, service warranty, and other contractual commitments, etc. Being handy with all these vital pieces of information, allows the technicians to be more prepared for the job at hand.

Reduction in travel time and fuel expenses

HVAC management software can reduce one of the prime productivity leaks related to field jobs, i.e commuting time. The software uses web mapping services and provides a real-time optimal route to different destinations. However, that is just one advantage, whereas the software can correlate that information and make it functional in various other ways.

• For instance, it enables the managers or supervisors to geo-track the real-time locations of the technicians. They get a bird's eye visibility of who is where.
• They can track their on-field movements, calculate their location proximity (including the travel time with traffic jams) to a job site and accordingly assign them tasks at locations that can be reached at the shortest possible time.
• Thus for a new service request, instead of allocating the job to any random technician, the manager can allocate it to the nearest available technician. This way, the servicemen spend less time on roads.

Better Customer Experience

HVAC management software can efficiently streamline the work schedules and always ensure that the jobs get assigned to the right technician. Before work schedule, the automation of the software considers aspects like availability of the technicians of particular time and day, their proximity to a job location, their skill sets, availability of inventory stock items, pending service requests in the pipeline, etc. This way there is always accuracy in commitments made to the customers.

Final words

Above and beyond, there are various other features to enhance customer experience, like automated messages that inform the customers about their service status, technician details, due-dates for the next service, etc. Even the route maps for live-tracking the technician's arrival can lo be shared with the clients. The software also facilities onsite payment settlement through its automated invoice feature.

Bhupendra Choudhary is Business Head of FieldCircle - a leading field service management software company.