When a prospect contacts you for a quote, you need to respond rapidly or a competitor will get the business. Optsy’s HVAC office software will ensure you have all your standard pricing in one place so you can check a few boxes and generate a detailed, accurate and professional quote almost instantly. No more opportunities lost while you’re slaving over a manual quote or estimate.
Once the prospect has approved your quote thanks to your speedy response, the HVAC scheduling software in our suite of tools will use the same client data to schedule the work with the next available and closest technician, so your staff don’t waste time zigzagging all over the map and there aren’t any data transfer errors.
When the scheduled appointment day arrives, our HVAC dispatching software will automatically send your client a notification with the approximate service window for their job based on the assigned contractor’s schedule for the day. When your staff member gets to that part of their schedule, our HVAC dispatching software will tell them the best route to take to the client’s premises based on their current GPS coordinates and it’ll send another notification to the client with an estimated time of arrival. How’s that for handy field service management and fantastic customer service!