Use FieldTech Zoho HVAC Service Software to turn your daily scheduling grind into something smoother.

One of the most crucial aspects of any HVAC business is the act of scheduling.  That goes for sales/estimation appointments, as well as work order scheduling appointments.  For smaller operations, this isn’t always a hassle, but as your business expands, juggling multiple calendars, multiple appointment types, and the like, can be a huge burden – one you probably don’t want to take on yourself.

What goes into HVAC dispatching?  A good deal.

hvac service software

If it’s any consolation, we know what you’re probably going through.  HVAC jobs are often quite complex, involving multiple appointments, permitting, and installation.  

HVAC dispatching by itself is complicated, as it could involve a sales appointment, an inspection (or multiple inspections), and of course the installation job itself.  

Scheduling these multiple kinds of appointments is tough too.  Not only do you need to juggle multiple calendars, but make sure you have the right person for the job, with the right company resources and materials.  In short, HVAC dispatching is no small feat! HVAC companies who don’t use the proper HVAC dispatch software could be at a huge disadvantage.  For that reason, we wanted to give those companies, including yours, a helping hand with scheduling services.

Features of the FieldTech Zoho HVAC Service Software

Rather than keep you toiling away with your scheduling, this HVAC dispatch software packs these great features to save you time.

  1. Scheduling appointments by calendar availability, proximity, or skills required
  2. Schedule multiple appointment types depending on need
  3. Schedule work orders involving technicians, crews, equipment, and more
  4. Easy drag-and-drop scheduling functionality
  5. Easy clock-in/out of work orders
  6. Integration with Google Calendar and Zoho CRM
    • The scheduler writes appointment information back to Zoho CRM as events, and associates them with the record of your choice.  (Usually either leads or deals.)  It also writes info back to Google Calendar, but can also write directly to Zoho Calendar as well.
  7. Integration with Zoho Desk (for scheduling appointments or work orders directly from tickets) coming soon.

hvac service software

How does the FieldTech HVAC Field Service Software work?

This job dispatch software works in slightly different ways depending on what kinds of appointments you schedule for.

For sales calls/appointments: When someone requests an appointment with you over the phone, your dispatcher can easily filter through available staff by the date (or date range) requested, proximity to last appointments, and skills required for the job.  (For example, if the appointment type was “sales call,” the dispatcher would only see staff who had the “sales call” skill or attribute associated with them.) Company resources can also be assigned to staff members during appointments.

For work or surveying jobs requiring one person: Scheduling works in relatively the same way as the sales call example above.  For jobs requiring use of equipment or other company assets, those can be assigned at this time as well.  When your technician arrives at their job, they can use their mobile work order app to clock in and out of their job, view job-related instructions, and even take photos of their work site and gather e-signatures for approval if necessary.

For work requiring a crew: For this type of work, your scheduler can use easy drag-and-drop functionality to quickly assign crews to jobs using a kanban work view, or assign jobs to crews using a crew calendar view.  As with the appointment types above, crews can be filtered by skills required, proximity to last job, and of course availability.

Real HVAC Service Software needs more than just scheduling capability, however.

hvac service software

Job or appointment setting for HVAC system installation is a crucial part of your business – but, it’s far from the only part.  Scheduling sales calls is invariably tied to quoting, and scheduling jobs is of course connected to work orders. And, maybe you already have programs to manage those aspects, but…what if you don’t?

In that case, we have you covered.

Rather than provide only one HVAC field services app, we offer an entire family of apps called FieldTech, including this scheduling software.  When you subscribe to the FieldTech service, you can use as little or as many of the apps as you need.

What’s more: FieldTech runs on the Zoho Creator platform, so we can customize it for you just the way you need it.  Plug into Zoho CRM for field services, too, and reap even more benefits.

The FieldTech Family of Apps

  1. Mobile Quoting or CPQ
  2. Appointment or Job Dispatching Software
  3. Field Service Work Order Management
  4. Inventory Management
  5. Invoice & Expense Tracking
  6. Time Tracking
  7. Equipment Tracking
  8. Job Costing
  9. Commission Calculation

How much worry would this save you every day?

Let’s find out together!

No two HVAC businesses are exactly alike, and the first step in a successful software deployment is always making sure the software works for you.  With that in mind, contact us today for a free introduction to the FieldTech job dispatch software and initial consultation on this app or any of the others in the FieldTech family of apps.