How HVAC Software Can Help You Manage Your Work Orders
If you find yourself wasting time chasing down lost quotes and contact information or sorting out duplicate orders, your business could benefit from using software to manage your work orders. Designed to expedite your daily tasks, service industry software can increase your operational efficiency, streamline your scheduling, keep track of field technicians, and ensure you never forget another invoice.
How HVAC Software Can Help You Manage Your Work Orders
By Implementing Automation
One of the ways a good software system can help you improve efficiency is by assigning work tickets to technicians and teams automatically. Depending on your software setup, the program can automatically route certain types of tickets to specific teams or employees.
While the time-saving benefits may seem small for one ticket, you’ll quickly find how much more free time you have now that you aren’t manually assigning each job. This feature is especially valuable for large service companies with a full client roster and numerous teams.
With Real-Time Updates
Instead of waiting until they return to the office, HVAC software allows field technicians to update project notes while they’re still at the job site. Not only does this reduce the chance that the technician will forget to update the project log, but it also ensures that you always have access to current, accurate information.
In addition, having access to every project in real-time enables you to provide better customer service. For example, if a client calls with a question about their servicing, your team won’t have to chase down the assigned technician for details. Instead, they’ll be able to access the information they need effortlessly.
By Booking Preventative Maintenance
If you aren’t using customer management software for scheduling preventative maintenance appointments, you’re leaving money on the table. Configure your software system to send automatic reminders to clients when it’s almost time for their system to be serviced. Sending reminder texts and emails and offering conveniences like automated scheduling to your customers ensures you’ll be at the front of their minds when it’s time for repairs or servicing.
By Managing Payments
Service companies can quickly leave a bad taste in customers’ mouths by handling payments and invoicing unprofessionally. Although it’s only human to err, clients become understandably uneasy with financial mistakes.
A software program can ensure that a client is never billed for warranty work or has to contact you about invoicing because they were never charged. You’ll also have peace of mind knowing that off-warranty repairs weren’t mistakenly entered as warranty work, and your company collects every dollar it is owed.
By Gathering Analytics
Keeping work ticket data in a software system with your other business analytics makes tracking your metrics easy. You can build custom reports that help you measure the types of requests you receive, ticket response time, and repair costs.
Having this information available to you in one user-intuitive hub ensures you can address issues as soon as they arise. It also makes it simpler to gauge your performance against KPIs for big-picture planning and stakeholder reporting.
Ticket management software keeps your company connected and boosts team efficiency. HVAC companies can improve efficiency and customer experience by implementing software systems designed with the needs of service enterprises in mind.
