HVAC is one of the most competitive field services industries, so you need every advantage you can get your hands on. Optsy HVAC software combines several high-impact tools that’ll give you not just an edge, but an entire secret weapon that’ll transform the way you run your business and bring clients flocking to your door.
HVAC software that saves time, money and your sanity and makes you more competitive
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.
How Optsy HVAC software can benefit your business
Our software is full to the brim with all the features you need to efficiently manage your HVAC Business.
Any of your staff can enter and access details about your clients including contact and payment details, communication and order history, reminders, and notes. And each other part of our software can access that information too. So, your staff enter the client details once, and they can then be used in quotes, invoices and work orders, and they can even be used to select the best route to the client’s premises.
Just think how much time it’ll save when you no longer have to enter client details into several different programs. Plus, clients will see how much more professional you are than the alternative HVAC contractors, when they realize they never have to give you the same information or answer the same questions multiple times.
When it comes to ongoing HVAC clients, an SLA is vital. An SLA that lays out the immense value you deliver while protecting your business from scope creep and unfair litigation in the event there’s ever an issue.
With our software you can create and manage SLAs and other contracts. It’ll even automatically schedule tasks and issue invoices based on the contracts you have in place. With Optsy, you’ll spend far less time serving those valuable, ongoing clients while offering them a smoother, more reliable service. That’s a win for everyone.
So much goes into successfully managing electrical jobs. You’ve got to know the client’s history, exactly what needs to be done and which equipment and tools are needed for the job, so they can be made available. Then you’ve got to assign the job to an available member of your staff, hopefully someone who has another job in close proximity, and make sure all the paperwork gets done so you get paid promptly, have all the information you need at tax time and everyone knows you’re maintaining the level of service required by your SLA (if relevant).
If you’re using several pieces of software to do all that, you know it takes ages to input all the data and make sure it’s consistent across tools. That’s why we included HVAC service management software in our suite of field services management tools. With Optsy, you can quickly, efficiently and accurately manage every single aspect of all your jobs in one place, regardless of whether they’re once-off installations, regular maintenance jobs, or everything in between. You’ll save time on data entry and reduce data entry errors, get more jobs done each day, increase staff satisfaction because they spend less time on paperwork and zigzagging all over the map, be able to serve your clients more professionally, and save money by not having to buy or subscribe to an array of tools.
Worried Jimmy’s been slacking off? Think Cho might be ready for a raise? Optsy’s fully customizable reporting tools will tell you how productive your team is whenever you need to know. Want to check your cashflow? There’s a report for that. Trying to figure out who your best clients are, so you can see if they’ll refer other customers to you? You can create a report for that too.
Need to send a regular report to your larger clients that summarizes the HVAC tasks you’ve completed? Optsy’s customer reporting functionality will allow you to do just that. You can even automate it!
Basically, if you want to know something about your business or your clients want to know something about the services you’ve performed, as long as you’ve put the data in the system, our service management software will be able to generate the report you need. We’ll even help you set up custom report templates, so accessing the business insights that will help you grow is super easy.