Make life easier for your whole staff with Zoho HVAC Estimating Software from FieldTech

When you work in HVAC installation or maintenance, you know your business has a lot of moving parts – and, many people depend on your various departments to interact smoothly so they can produce to the best of their abilities.  So, it’s no surprise that when your quoting or estimating ability isn’t as strong as it could be, it can bring down the performance of your company as a whole.  Unfortunately, many HVAC companies do suffer from the lack of a good HVAC estimating software, and thus business generally speaking suffers.

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You shouldn’t have to suffer through inefficient software or processes any longer.

You got your business to where it is through sheer grit, in spite of all the manual work involved.  And, now that proper HVAC software exists to drastically help your business, you have the power to significantly increase productivity and raise company morale.  Imagine what that would do for your team.

How well would your HVAC service team function without the usual paper quotes?

What is FieldTech?

FieldTech provides not just HVAC estimating software, but a whole bundle of apps to different kinds of companies working in field services, construction, manufacturing, and technology.  We customize the apps to our customers’ specifications, and to various industries, such as HVAC installation and maintenance.  The apps run on Zoho Creator and integrate with each other – and with Zoho CRM – creating an ecosystem you can run your entire business on, if you so choose.

Features of the Zoho HVAC Estimating Software

  1. Mobile capability for on-site estimates
  2. Assemble accurate quotes with both labor and materials
  3. Collect electronic signatures from customers on-site
  4. Send quotes to management for approval
  5. Integrates with other FieldTech apps, as well as Zoho apps, for a unified experience and continuity of data.

How this HVAC Estimating Software works

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FieldTech’s HVAC software for quoting gives your sales team or technicians the power to deliver quotes to customers easily.  A typical scenario might look like this:

  1. The team member arrives at the customer’s location.  The team member speaks to the customer or otherwise gets the information necessary to put an estimate together.
  2. Team member enters information into the HVAC pricing software, including:
    • Data for the needed parts and labor
    • Good/Better/Best pricing, if applicable
  3. Customer approves this quote by signing it electronically.
  4. The quote syncs with Zoho CRM and, optionally, goes to a manager for approval
  5. Upon approval, workflow automation can trigger the next stage of your process, such as:

Get even more than the HVAC pricing software: FieldTech is a whole family of apps

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The section above mentions some integrations of the HVAC pricing software.  This other software, in turn, syncs with other standard Zoho apps, as well as other FieldTech (Zoho Creator) apps, to form one unified business system.  You can run your entire HVAC service organization from this one suite of apps.

FieldTech includes:

  1. Job Dispatching
  2. Quote Building
  3. Inventory Management
  4. Field Services Work Order Management
  5. Manufacturing Work Order Management
  6. Job Costing
  7. Commission Calculation

…and, much more.

Ready to see what this HVAC software would do for you?

Let’s chat about it.

Rome wasn’t built in a day, and our HVAC pricing or estimating software is quite customizable out-of-the-box.  In order to show you the best possible version of the software, we’d like to learn about your business, your current issues, and your future plans.  That way, we can show you something that makes sense for you now and later on down the line.

Get in touch today to schedule your free introductory consultation, as well as a demo.

Submit your info below.