Manage Scheduling KPIs Easily With HVAC Scheduling Software

Author: Bhupendra Choudhary

As job locations in the HVAC business keep on changing with every new service request, so it is a tough job to predict the staffing needs, especially during peak hours. In addition to that managing the regular staff scheduling, adjusting the KPIs, flexible week offs, leaves, compensation offs, etc. further complicates the scheduling job.

No doubt, it an excessively time-taking and juggling act for the manager, especially if he is still using the old-school tool-spreadsheet. Sometimes, the job of task scheduling as per the KPIs becomes so time-consuming that it turns out to be the full-day work for the manager, and thus takes a big dig into his productivity towards other managerial responsibilities. Besides, ineffective scheduling, it may also impact the productivity of the field technicians rendering the HVAC services.

HVAC management software is the solution to fix all these complexities around staff scheduling. It helps in implementing automated scheduling solutions even for bigger workforces, working at different territories in rotating shifts. An automated HVAC software has many advantages around job scheduling, some are listed below:

Easy to Adapt

In a spreadsheet, making any change in the scheduling is a manual job so it can be prone to error. Moreover, if someone else wishes to make changes, the process of seeking the manager's permission can be a long follow-up process through phone calls or text messages. So, the method is time-consuming as well as error-prone. While managers can get the task easily done with the aid of user-friendly automated templates. Most of the software comes with customization facilities in the templates, so that businesses can tweak the scheduling process as per their business’s requirements. Anyone can be given permission-based real-time access to the software to make any necessary changes, and immediate notification can be sent to whoever needs to be informed.

Meet Mobility Demand

HVAC management software programmes are mobile apps and thus can be installed in the smart devices of the field technicians. This provides easy access to their self-service requirements. For instance, the field technicians can access their daily, weekly or monthly schedules anytime from any place. Notification/ reminders of job-schedules, updates regarding date, time and location, can be automatically sent to the concerned technicians. Even, the attendance can be updated virtually using the GPS integration through which field technicians can share their live locations.

Visibility & Accountability

HVAC management software optimizes the job schedules based on field technicians KPIs, their availability, location proximity and skill sets. So, in a way, it ensures that the most appropriate technician is dispatched for a job, which is at the proximity of the technician so that he could reach on time. HVAC software also works as an automatic notification portal through which managers can inform the field technicians about schedule changes.

Wrapping up

Effective job-scheduling based on KPIs; daily and weekly reminders to the field technicians; mobile solution to access employee self-service, likewise there are many more interesting ways to leverage HVAC management software. For instance, the software is like a centralized database, wherein all enterprise data can be stored. This cloud-based data repository can be accessed from anywhere to retrieve any form of required data. All these features provide a push to the efficiency of the field workforce by providing them with the necessary support to execute their jobs in a more effective way.