HVAC Field Service Software: The Small Business Guide

Building your brand and attracting customers as a small business can be tricky. That’s why it’s important to arm your business with the tools it...

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Building your brand and attracting customers as a small business can be tricky. That’s why it’s important to arm your business with the tools it needs to be successful. An HVAC field service software streamlines your business. No matter how large or small your team is, your software connects operation from field to office with ease.

Rising spring temperatures often remind residential customers to get their HVAC units repaired before the summer heat hits. And considering that 47% of Americans choose small businesses over large ones, it’s time to prep for the upcoming summer season. 

Reputation can make or break a small business. That’s why having a reliable team dedicated to providing customer service and quality work is so important. To ensure operations run smoothly and consistently, it may be time to consider an HVAC field service software. A field service management software carries customers throughout the entire service lifecycle: from becoming a new lead to routinely satisfying service requests and becoming retained customers. 

Your Guide to HVAC Field Service Software


As customers call in with service requests, you can assign the right job to the right tech. Whether based on trade skills or techs in the nearby area, your field team can see a comprehensive list of their daily tasks. Not only will this help them plan their day, but it allows them to give customers more accurate service window times. 

Estimating & Invoicing

When your HVAC field service software is integrated with QuickBooks, your field techs can create more accurate estimates for customers on-site in seconds, eliminating the possibility of under- or over-priced services. Once an estimate is approved, your techs can capture customer signatures and send invoices directly to your customers from their smartphone or tablet. 

Workflow Management

You can’t manage your team minute-by-minute throughout the day, but with customizable service templates, you can ensure each step of a work order is fulfilled. By creating custom templates for jobs, you can add descriptions for each job process, set statuses to update office management and set relative dates to ensure each tech is prepared well-before they enter the job site. Not only will your customers appreciate the preparedness, but you’ll also reduce the time needed to uncover and troubleshoot their issues. 

Customer Portal 

Poor customer service is a leading cause of loss of business. When you choose an HVAC field service software that has an integrated customer portal, you’re empowering customers to choose your services on their own time, when it’s convenient for them. Rather than requesting a service over-the-phone and dealing with an automated help desk, customers can log into their self-service portal and request a service in seconds, hassle-free.

Interested in an HVAC field service software that can do it all? Try RazorSync free for 14-days or schedule a live demo with one of our team members. 

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