HVAC software has been steadily increasing in popularity. If you’re looking for a way to maximize the efficiency and profitability of your HVAC business, choosing and implementing the right HVAC software can make a big difference. What is HVAC software? HVAC business software can integrate, track, and help manage a variety of functions and elements of your business—including scheduling, dispatching, invoicing, reporting, inventory, and more!
Simply knowing that your business could benefit from HVAC software is a great place to be. However, there are many different HVAC service software companies and solutions. You may find yourself looking at an HVAC software list and have no idea how to differentiate the options. What should you be looking at? What factors really matter? How do you determine what is best? How should you be comparing the different options? Check out the most important factors to consider and compare in 2022 in the sections below.
How to Find the Best HVAC Software for Your Business
First, you want to understand some of the most important benefits of using HVAC business software, like 3C Connect. HVAC software allows you to stay on top of your workforce while forging connections with your customers. It enables you to unify customers, co-workers, and your company overall. While many software systems have similar general functionalities, there can be significant differences in many key features. Below we’ll break down what you absolutely need to pay attention to when choosing an HVAC software.
We’ll start by looking at a few key features that can be easily overlooked when evaluating HVAC management software.
Looking for software that checks all the key boxes? Schedule a demo of 3C Connect HVAC software here.
Engineered Specifically for HVAC Technicians
Many HVAC software programs are technically sound; however, a vast number of them weren’t created with the needs and experience of a technician in mind. It is essential that a good HVAC software is built specifically with the needs of your company and techs at the forefront of development. Some software programs may seem to check off the basic boxes, but when it comes time to actually implement the software in the field, they can leave a lot to be desired. Make sure to specifically ask any company you consider working with about this.
3C Connect was built by HVAC service contractors, so you can be sure that our software creates a smooth and intuitive workflow for the needs of HVAC contractors in the field, particularly with our mobile app.
Setup & Implementation
This is another feature that is often overlooked! If it takes you weeks or even months to have your HVAC software fully set up that is more time that you’re not able to put the software to use. Additionally, it slows down the process to get your whole team up to speed on how the software works. If your software gives you the key functionalities you need AND can be set up quickly that is a huge bonus.
At 3C Connect we can usually have you up and running with our first-class software in days, making us a clear top choice (in addition to the myriad other benefits of our software). If you’re looking for the best choice, setup time can be an important factor.
Inventory management can be a huge pain point for many HVAC companies. The best HVAC management software, like 3C Connect, allows you to easily manage inventory and replenishment. For instance, we offer the ability to customize your inventory and connect to distributors inventory for automated replenishments. With automated replenishment, the parts your team needs will arrive at your door, and all you need to do to make it happen is click a button.
Reach out to us today to talk more about our automated parts replenishment program!
Scheduling & Routing
This is a common feature of HVAC software, and it is essential in providing value to your company. Many HVAC dispatch software programs, including 3C Connect, offer scheduling tools to dispatch and assign your team in the most efficient way. Additionally, this can be tied to metrics and reports that help you track and measure the performance of your team.
Not only should HVAC software help you track and manage your team of technicians, but it should also help you manage your base of customers. With 3C Connect, every customer’s appointment and equipment history are just a click away, and a customized dashboard shows the most important details. This allows you to stay on top of tune-ups and agreement status on the fly while in the field. It makes it easy to see who has maintenance agreements and who does not, and the in-app pricing will reflect that.
Invoicing & Payments: QuickBooks Integration
HVAC software should also streamline efficiency and effectiveness with invoicing and payments. Integration with your payment software is essential (because of QuickBooks’ popularity, finding HVAC software that integrates with QuickBooks is important for most companies). 3C Connect synchronizes with QuickBooks: simply choose items from you 3C Connect database and auto-sync them for effortless bookkeeping.
On top of that, 3C Connect has a built-in flat-rate price book. This makes billing quick, simple, and consistent for your techs in the field. Again, since the software tracks maintenance agreement, customer-specific pricing based on agreement status will be reflected. So, not only is our HVAC software scheduling, customer management, and invoicing software—it’s also HVAC preventive maintenance software.
Business Reporting Tools
An additional level of value that HVAC software can provide is business reporting tools that are relevant, easy to use, and powerful. 3C Connect offers fully customizable reports on many important KPIs. For instance, you can look at company-wide sales broken down by type of sale, or you can look at the referral source for each customer. You can filter results for time periods, technicians, and more. So, our HVAC software not only allows you to improve efficiency in the day-to-day operations of your HVAC business; it also provides you with tools to further analyze business performance to further optimize the efficiency of your operation.
The most valuable and useful HVAC software will have helpful training resources that can support training for your new techs, as well as continuing education for your experienced staff. 3C Connect stands out for its training videos and technical troubleshooting resources. An HVAC software that provides ongoing learning resources for techs is a huge bonus.
Free HVAC Software?
A lot of folks understandably want the benefits of HVAC software without having to pay anything. While we would recommend you to be wary of free software, there is a great way to get all the benefits of top-notch software without having your wallet take a big hit. 3C Connect is a no-cost system with Cost Recovery Plus.
Cost Recovery Plus will pass all membership and set up costs (including tablet expenses) directly to your clients. This is done by automatically adding these costs directly to the service repairs on each invoice, making 3C Connect a no-cost program for you. Time and time again we see our customers ecstatic that the software pays for itself over time, essentially making our HVAC service software free.
Great for Small Businesses
Looking for HVAC software for small businesses? 3C Connect could be the perfect fit. We understand that as a small business you want to improve efficiency and productivity and save money on your bottom line—when you implement 3C Connect and the Cost Recovery Plus feature, you get all that and more! Our no-cost system helps you manage every aspect of your HVAC business with one easy tool.
Schedule a Demo for 3C Connect HVAC Software
If you’re looking for the best HVAC service software for 2022, you need to consider all the items mentioned above. Please contact us if you have any questions about the items on the list.
Whether you are looking for residential HVAC software or commercial HVAC software (or both!), 3C Connect is here for you. Our technician-focused functionality; fast setup time; inventory management, scheduling, and invoicing capabilities; training resources; no-cost system; and more make us a popular choice for businesses across the country.
Get in touch with us today to schedule a demo and see how we can seamlessly connect your customers, co-workers, and company to unlock greater efficiency and profitability for your business.