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HVAC Software For Small Businesses

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HVAC management app for small businesess

HVAC industry contains various nuances which are significantly influencing an overall performance rate of the business. An effective organization of the working process – that is the key to the enormous success in daily operations. HVAC business software is an essential tool for the specialists that can prevent any risks of getting late, in case something happens. The network will help to intercommunicate between the workers and even find a substitute for a professional if the person is late with the schedule.

The working process is supported with essential tools which are presented in the software. The most beneficial features of the software for hvac companies are the following ones:

  • The scheduler and multifunctional calendar for the greatest time effectiveness;
  • The customer base who are working with the company;
  • Electronic estimating, billing and invoicing system for reducing the paperwork;
  • A common database of specialists and information on peculiar cases for easy access;
  • The possibility to communicate within a common network through stationary and mobile devices.
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HVAC business invoicing software

E-invoices are faster and more effective if compared to conventional paper solutions. All the invoices and bills will invoices through the app according to the prepared pattern. Such use of the software saves time for proper managing of other business processes. With the ManageMart invoicing feature you can get paid online, as you can create an account and connect to such payment systems as Stripe, PayPal and Square. In addition, HVAC service invoicing software can be also convenient for your customers, as, with it, you can charge them automatically for the specified services. Manage your invoices business software can additionally help to deal with payrolls.


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Scheduling solutions for HVAC business

Efficient HVAC scheduling software is key to time-saving, which allows you to manage the daily work processes efficiently. By submitting all the necessary work-related events, meetings and tasks in the schedule. In addition, you can manage all the tasks competition and control the deadlines thanks to the ManageMart multifunctional calendar. It also includes such functions as: 

  • Manage tasks, specifically create, update or delete them;
  • Create within a couple of clicks the following types of tasks: meeting, phone call, general task, equipment maintenance;
  • Set different views of the calendar. It could be daily, monthly or weekly;
  • Recurring tasks feature allows you to save time and effort avoiding doing repeating tasks;
  • Flexible, customizable and interactive desktop calendar interface in HVAC field service software both online and mobile app version;
  • You can set for every task-specific color for available work;
  • View the activity of employees, their level of workload and plan work schedules for the months ahead.

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Use HVAC dispatch software for the most effective routing

HVAC dispatching software is an irreplaceable assistant when one needs effective planning of the working process. 

  • It can design the most cost-effective route or maintenance service that naturally results in the fuel saving. 
  • Automatic routing will help you find the fastest route to travel for the day.
  • Get detailed reports about trips, fuel monitoring, driving activity and actions in particular zone or route.
  • The program benefits significantly in case of order cancelation as it can redirect the expert to the nearest available order without the necessity to return to the base.
  • ManageMart GPS tracking system is easy to use and it is mobile friendly.

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HVAC service estimating software to attract more customers

The customers tend to make orders more easily if they know a possible price for the services. HVAC estimating software has a built-in form for filling to get an instant estimate for any service, either installation or maintenance procedure. The result is based on the current price of the equipment and wages of the professional and distance to the object. There are both commercial estimating software and residential estimating software adjustment with various tariffs available.


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Best field service software for HVAC business

The HVAC field software has got a deep integration with all the aspects of the business. 

  • Each element is connected with another resulting in the most effective sharing between the owner of the software from different departments. 
  • The software keeps all the information in the cloud and works a lot faster than a person who builds a schedule with hand and paper. 
  • A single data massive is the thing that contributes significantly to the growth of the productivity level of the entire industry.

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Monitor the billing of the workers with HVAC computer software.

HVAC invoice software offers the possibility to track the work of the experts and check the time that was spent on the orders. 

  • There will be no need to waste time on endless counting of the working hours of the employees in the field of operations.
  • You can configure automatic filling of the content of the service in recurring invoices.
  • All the data is transferred from the mobile app, installed on the devices of the workers, to the central computer. 
  • Our soft supports following Stripe, PayPal and Square payment gateways.
  • Service software for HVAC is capable of storing all the data on the supplies and notify about the people who used them and in what quantities. 


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Grant various payment opportunities to the customers

The possibility to integrate various payment systems into the HVAC billing software will be much appreciated by people. Numerous options are available for your service: 

  • You can receive payments from your customers online
  • You can pay to your employees by couple of clicks from your dashboard
  • Use fast remote financial transactions through popular services: PayPal, Stripe, Square
  • You can send invoices to your customers with ManageMart SMS service or send them to their email.


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HVAC monitoring software for storing the customers’ base.

Results – that is the thing the encourages the most effective level of productivity. Storing the information about the customers can become a problem even if you do it on the personal computer. 

  • You can effectively organize all the client database and see how many customers you have 
  • See how many bookings there were for some stated period. 
  • You can forget about large folders with documentary or old fashioned programs as with one single specialized 
  • Business management software you will have all the data organized with all needed electronic documents ready for instant access.

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Full Feature List

CRM

Customer Management

With customer profiles integration option, you can keep track of everything related to your clients. The profiles keep a history of all their and your activities and orders.

01
Scheduling & Calendar

Scheduling & Calendar

Create one-time events or a reoccurring series of events. Make events inevitable. Track your time and assign duties to specific employees or crews.

02

Invoicing / Billing

Create invoices with ease. Set up recurring invoices that you can generate at any time. Bill per hour, per job, or flat rates! Save time in your workflow.

03
Accounting

With ManageMart you can keep all accounting records in order. Spend less time on paperwork and focus on the improvements of your business.

04
Employees Management

One of our significant features is an option to have numerous users with the unique login information. You can grant different access levels for each specific worker.

05
GPS Tracking, Maps & Routes

ManageMart has the most innovative GPS tracking system. It works with more than 530 different devices and guarantees smart geolocation in real time.

06
Equipment Tracking

Manage all your equipment easily, and in full detail. Track repairs, and the cost that goes with them. Setup maintenance time for all your equipment.

07
Reports

Know your profit/loss and send your tax information to your accountant with the click of a button. See who is past due, and how much is owed.

08
SMS / Texts Service

Quickly send messages to any customer or to certain groups of customers. By one click, you can send invoices directly to your customer’s phone.

10
Documents & Notes

Do you want to send contracts or newsletters? With the integrated option in the section for the documents, you can easily do this like a Pro!

11
Instant Messenger

ManageMart built-in internal instant messenger improves the communication process in your team and with the customers.

12
Custom Fields

Custom fields allow you to add additional information and items to any area of the program.

13
FREE 7 DAY TRIAL
NO CREDIT CARD REQUIRED

ManageMart can be accessed on anything that connects to the internet, and it works perfectly every time!

  • NO Setup fee
  • NO Download
  • Update Instantly
  • Unlimited Support
FREE 7 DAY TRIAL
NO CREDIT CARD REQUIRED

ManageMart can be accessed on anything that connects to the internet, and it works perfectly every time!

  • NO Setup fee
  • NO Download
  • Update Instantly
  • Unlimited Support