Maybe your best employee quit. Maybe your competitors started undercutting pricing. Maybe your customers aren’t happy with your services. Or maybe your HVAC marketing strategy isn’t working so well.
Whatever the case, now is the time to start thinking about changing things up and deploying technology to ensure a superior customer experience. Luckily, there are plenty of digital options out there to optimize various aspects of your operations, often with affordable prices that save you more money than their subscription costs.
This article will explain how HVAC service software can boost your business growth by outlining our top picks of the seven best HVAC software every pro can use to do wonders with their bottom line.
What is HVAC software?
HVAC software is a tool that helps you monitor your business activity as well as an HVAC pro. It contains features that help businesses run more efficiently by automating routine tasks and streamlining operations. For those in the HVAC industry, that also means monitoring performance remotely, streamlining communication procedures, and producing invoices.
While there are many different types of HVAC software, most are used for customer service, job scheduling, inventory management, and keeping track of finances. Some enable you to do all of these things at once, while others don’t. Some also work best for teams and enterprises, while others can serve the solo entrepreneur just fine.
In the same way, there are many different types of software on the market, there are also businesses with different needs, so you should choose the one that best suits your requirements. If you’re looking for software to benefit every HVAC business, check out our piece on the 21 best apps every HVAC technician needs.
While tons of different software products are available, here are our picks of the seven best HVAC service software.
7 best HVAC service software tools for your small business
- Workiz HVAC Business Software
- HVAC Events
Let’s dive in!
Trusted by over 100,000 service pros, Workiz is one of the best management platforms for on-demand service businesses, HVAC included. Workiz enables businesses to ditch the inefficient and dated methods of managing a business while leveling up their performance and handling more customers at any given time.
Workiz enables businesses to grow through its easy-to-use platform that helps HVAC professionals manage their scheduling, invoicing, payments, and much more, all in one place.
With Workiz, businesses can:
- Track invoices and get paid on time.
- Easily schedule jobs using its dispatch and scheduling features.
- Manage all incoming calls.
- Monitor team’s calls, time on site, and location.
Best for: Service teams, HVAC included. The interface can even be tailored for HVAC pros.
Price: Workiz has three pricing plans: Starter, Team, and Professional, starting as low as $65, $169, and $299 per month, each with a 7-day free trial that requires no credit card.
CompanyCam is a photo-based app that contractors (HVAC included) can document different aspects of their work for learning or insurance purposes. Use it to take unlimited snapshots of your work environment, and share them when necessary with integrated time stamps. You can use it as an integration of other business management software, like Workiz.
Best for: Business owners looking to either optimize their teams’ training or to be covered in case of legal action.
Price: CompanyCam offers a free subscription for teams of under 3 employees. The Pro plan for teams of up to 250 people costs $19 a month and offers unlimited storage and a project list. Enterprises of 250 team members and up can enjoy a custom price by contacting CompanyCam.
Connecteam is a mobile-first communications platform for non-desk jobs. Use it to create custom checklists, forms, and reports. Connecteam is also great for scheduling shifts and tracking work hours and locations.
Best for: Field service teams or franchise workers in need of a simple remote communication tool.
Price: Connecteam’s Basic plan offers a fixed fee of $39 a month for the first 50 users and includes basic communications and tracking features. The Advanced plan that costs $79 a month also includes advanced settings, as well as templates, smart groups, and admins permissions. Tech-savvys can make great use of The Expert plan, which includes process automation and reports. Enterprises of over 50 employees can contact Connecteam for a custom offer.
The task of producing invoices can be a hassle for every business owner, but QuickBooks makes the process easy. QuickBooks is an accounting software developed and marketed by Intuit. It helps small and medium-sized businesses manage and pay bills, and operate various payroll functions. And the best part? You can easily integrate it with other business management software, like Workiz.
Best for: All small to medium businesses that don’t have a full-time accountant.
Price: Quickbooks offers a free 30-day trial. Its Simple Start plan ($8 a month) offers to track incomes and expenses alongside custom invoices and quotes. The Essential plan costs $12 with additional insights and report features. The company also offers a Plus Plan ($17 a month) that enables inventory tracking and budget management.
5. HVAC Events
As an HVAC business owner, you want to learn from the best professionals out there, and there aren’t any pros missing around North America. 105k businesses operate in the US alone on a daily basis, sometimes making millions just from repairing people’s ventilation systems. You don’t want to be left out of this party. Better yet, think of how you can collaborate with industry thought leaders to better serve your customers, whether it is through technology or otherwise.
HVAC events is a meetup app for HVAC pros. Yup, just like the one they’re having in the tech industry. HVAC events notifies you of meetings and events happening throughout the coming year. Use this app to set your personalized schedules, get speakers’ information, watch the attendee lists, and prepare for the event in whatever means necessary.
Best for: HVAC business owners looking to level up their brand.
Price: Free! Why not install it, really?
A business owner is best positioned to stand out from the competition by having a large number of positive reviews. It is difficult, however, to find good reviewers. In fact, there’s a pretty good chance you’ll run into a dissatisfied customer every now and then to derail the little pile of positive reviews you’ve already accumulated.
Don’t leave your business reputation to chance. Use reputation software like Nicejob to help you nurture your loyal customers and get higher rankings on Google and social media. NiceJob provides tools such as review invitations, automated email and SMS follow-ups, review funnels, and so much more. With their tools, you can easily ask for a review, get one, and spread the warm words of your customers across multiple channels to increase sales. Plus, you can connect NiceJob to a service management app like Workiz.
Best for: Businesses looking to strengthen their reputation, thus attracting more customers.
Price: NiceJob’s Reviews plan is available for a 7-day free trial, followed by a monthly fee of $75 a month. The plan includes review invites and replies, website publishing, Facebook marketing, and integrations. Their Convert Website plan ($99 a month, plus $399 setup fee) includes additional content writing, webpage SEO, call tracking, and even a website coach (!).
ResponsiBid is a software that enables on-demand service businesses like HVAC companies to boost their sales by simplifying the sales process. It isn’t quite a CRM or a business-management tool, but it’s software signed to complement such software through its unique sales features to help you grow your revenue and get more customers.
Simply put, it focuses almost exclusively on providing instant quotes to your leads from your website and helping to automate the follow-up in-person too.
Plus, ResponsiBid allows customers to schedule appointments themselves online based on your technicians’ schedules.
Best for: Businesses looking to streamline their sales process.
Price: ResponsiBid has three packages starting at $199 and going up to $249.
Which HVAC business software should you try?
As a small business owner, when you’re choosing a specific software, you should consider the following aspects:
- Ease of use: The software should be user-friendly. The easier it is to use, the more efficiently you will be able to use it.
- Flexibility and versatility: Your HVAC software should offer a wide range of features and enable you to do as much as possible.
- Priced for value: If you’re running a new HVAC company, buying on a budget is often smart. For growing HVAC businesses, balancing budget and value is essential. Make sure you’re getting the best bang for your buck to optimize profits and ensure that the HVAC software of your choice meets all of your operational needs.
Suppose you have several employees and are looking for a software tool with better value and more features than a lot of starter packages. In that case, Workiz’s HVAC management software is designed to be an all-in-one tool to get everything done and simplify your workflow processes.
With its time-saving features like job management, scheduling, invoicing, CRM system, inventory management, and lead-management tracking, you can take some of that workload off your shoulders and focus on growing your business.