What HVAC Techs Needs to Know Before Creating a Quote

Every HVAC business has its own process for creating estimates and winning bids. You may create estimates by hand, via email, or while on the...

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Calculator for quoting a HVAC job

Every HVAC business has its own process for creating estimates and winning bids. You may create estimates by hand, via email, or while on the phone with your customers. Whatever your process may be, ask yourself this: how well does your HVAC estimating system account for accuracy and flexibility before a final quote reaches the customer? And what happens when an estimate is approved but you discover the job requires additional labor, equipment, or repairs?

Before creating a HVAC quote, here are 5 essential items you first need to consider:

  1. What type of service will fulfill the initial request?
  2. How much time will the repair, replacement, or installation require?
  3. What type of equipment does your team need to complete the job?
  4. What is the estimated mileage/gas for travel?
  5. How many techs will you need to schedule?

Once you’ve answered these questions, the next step is creating a quote that accurately conveys this information, and at the same time, leaves room for opportunity. 

The Value of Custom Templates for HVAC Job Estimates

Using custom service templates from RazorSync, your team can experience better workflow management, whether you’re in the field, at the office, or on route to your next job site. 

Incoming Requests: Some HVAC repairs require the same tools, skills, and time management, while others require additional steps or parts. Our custom templates give you and your team more flexibility to edit existing templates or create new ones, using notes and instructions from previous work orders. This cuts time in half and allows your techs to make changes on the go, so your customers receive accurate pricing whenever they request it. 

Up-Sell/Maintenance Packages: Because your techs are the ones in the field, it’s important to equip them with the best resources to up-sell services and provide customers with the information they need to make informed decisions. If customers request a furnace repair but are curious about the cost to replace their heating system, your techs can easily access their information and educate them on their pricing options right there from their smart device. The tech can then create a new quote, schedule the replacement, and order their parts, all from the same device. 

Inventory Management: Using RazorSync’s custom template features, you can easily include parts and equipment needed within each quote. If a particular service item is out of stock or low on inventory, you’ll immediately be notified. This allows you to plan ahead and include up-to-the-minute information on when the repair or installation will be completed. This keeps techs and customers on the same page and helps avoid miscommunication. 

Streamline Your HVAC Business with RazorSync

To learn more about RazorSync’s HVAC job estimating software, request a free live demo today! From creating a quote to scheduling employees and tracking time, our field service app will help you maximize your bottom line and get quotes sent out and approved faster! 

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