It’s a tale as old as time. As your field techs head out to start their day, your office team begins working diligently to stay ahead of the day’s incoming paperwork. Invoicing, filing, payroll, inventory—it all begins to pile up for your bookkeeper, resulting in a mentally taxing workday that never seems long enough to get the work done.
This is true across field service industries. But as the temperature heats up and people begin cooling down their HVAC units to combat warmer weather, it’s increasingly important to know the benefits of QuickBooks for your HVAC company.
3 Small Business Benefits of QuickBooks for HVAC
1. Simplify Billing and Invoices
With QuickBooks for HVAC field service software, you’ll have access to a number of mobile and automated invoicing tools. Through their smartphones or tablets, your field techs can create quotes, invoices and work orders, update inventory and track hours right from the job site. As new customers are created, your accounting records are automatically updated. And with mobile signature captures, work orders can be completed and signed for by the customer on the spot, allowing you to easily update their customer record.
2. Reduce Billing Errors
An added benefit of automated billing: QuickBooks for HVAC management allows you to connect any and all payment accounts necessary. As bookkeeping tasks are added into your field service management software, tasks that require manual intervention are performed automatically based on your company’s unique workflow. With less need for human intervention, your books are balanced without the threat of data entry errors.
3. Access Key Reports and Insights
Another key feature of integrating QuickBooks in your HVAC company is continuous, centralized access to important information via the cloud. With all your transactional data, customer and accounting records in one place, you have immediate access to key reports and insights. See where your sales come from, uncover areas of cost improvement and optimization and more. And because you’re connected via the cloud, you can access this data anytime, anywhere, from any device.
When your HVAC techs enter a job site, the customer is relying on them to provide a quality service at a reasonable price. With the ability to add custom service templates to work orders, you reduce the back-and-forth needed to provide accurate estimates and invoices, making things easier for both your tech and the customer.
RazorSync, the #1 rated mobile field software, is designed to seamlessly connect your HVAC operation from field to office. With QuickBooks’ HVAC business integration, RazorSync optimizes your HVAC billing operations from the ground up, from estimating and invoicing, to time tracking and payroll management.