Streamline Operations
Scheduling & Dispatch
Our scheduling dashboard saves you time by allowing you to easily locate technicians out in the field, track their progress and adjust their workload in real time.
- Flexible drag and drop scheduling to plan your daily, weekly, monthly or even yearly workload
- Manage emergency calls outs with ease
- Get customer status and vital information at a glance
- Close calls quickly and efficiently with custom icons that give you all the information you need
- GPS tracking allows you to see where technicians are in real time
- Automatically synced with your technicians iPad
Inventory Replenishment
Save thousands every year on callbacks and hours wasted with automated parts replenishment to streamline your inventory management process.
- Customize your inventory to exactly what you want your field technicians to offer
- Orders are automatically placed with your distributor of choice
- Add multiple vendors for electrical, plumbing, HVAC or even hardware stores
- Reduce costly callbacks with an automated replenishment process
- Add or remove parts as needed quickly
- Choose how you want to replenish parts, from distributor or shop inventory
- Track & order special order items sold by technicians daily
Payments
Never chase a payment again with our automated payment processing.
- Built in credit card processing
- Technicians can securely collect payments from customers with our Square app integration
- Process online or send payment request links right from 3C Connects dashboard
- Banking grade security
Technical Training & Troubleshooting Videos
Accelerate the learning curve for new technicians and give veterans quick access to refresher training and reminders with our proprietary library of training videos.
- Over 70 training videos filmed by a technical guru with over 30 years training technicians
- Simple, easy to follow on-demand training & diagnostic videos
- Give your technicians the confidence to conduct any repair, anytime—even in the field.
- Reduce callbacks and give your customers a quicker service
Flat Rate Service Price Book
Fully customized for your inventory and your needs.
- Edit service repair descriptions that will relate to your field workers and your customers the way you want
- Offer different brands of parts from multiple distributors under the same service repairs
- Mark up individual parts instead of “averaging” and get a consistent margin across your inventory
- Stay on top of price increases and adjust flat rate pricing in seconds to maintain profits across your service and maintenance departments
QuickBooks Integration
Save hours in admin and accounting time with our Quickbooks integration, synchronize everything at the click of a button.
- Create new customers or update existing customers in Quickbooks automatically
- All invoice line items are synced into Quickbooks for a complete and detailed history of your business
- Sync payments with invoices automatically and save hours every week
- If needed, collect payments via your invoice
Mobile App
Keep your technicians in sync with the office to deliver a 5 star customer experience and increase revenue by 60% or more.
- Technicians can access entire customer history at the touch of a finger
- Empower technicians to price out special order repairs and collect payments upfront, saving office time and phone calls
- Attach pictures to work orders with a few taps
- Technicians get access to inspection and fire off sheets for all customers and their equipment
- Complete callouts with no internet connection or phone service
SMS Reminders
Communicate instantly and automatically with your customers.
- Save hours in phone calls and callbacks due to no shows
- Automatic SMS reminders to confirm appointments in seconds
- View responses automatically on your schedule board
Field Inspection Sheets
Store a complete history of readings and findings for every appointment
- Turn key inspection sheets save you hours of set up time
- Fully customizable for mandatory checks or for specific equipment commissioning tasks to make sure your customers warranties are valid for the life of the term
- Store and access fire off sheets for all equipment you install and maintain
- Implement quality control checklists to eliminate callbacks and maintain 5 star customer feedback
Debrief System
Save hours in administration with our work order debrief system.
- Turn key system ready to use on set up – Saves hours of set up time for contractor
- Track employee incentives, commissions and sales.
- Owners and managers will have their fingers on the pulse of the company with little time added to their day
- Make any needed changes to a work order to assure reporting accuracy.
- 100% customizable so you can track and incentivize what’s important for that month or that time of year.
- Our 3C Debrief system ties directly with our reporting system for assured accuracy and real time numbers.
Increase Profitability
Reporting
Our detailed reports allow you to make data driven decisions to boost profitability and operational efficiency
- Fully customizable, easy to use reporting so you can track what’s important to you and your business
- Create fully customizable leaderboards for data driven management and productive performance reviews and inner-department meetings
- Turnkey reports built-in to measure company and employee performance accurately from the start
- Generate individual performance reports with one click for crucial evaluation or 1-1 meetings
Agreement Management
Manage maintenance agreements successfully with 50% of the office staff
- Automate Annual and Monthly memberships billing and receiving allows the office to focus on other tasks
- Flexible Maintenance agreements allow you to retain all of your customers looking for a trusted contractor
- Adapt quickly to the changing maintenance agreement offerings for our industry
- Turbocharge maintenance agreement sales and bring in easy money
- Give technicians insights into which customers have maintenance agreements and create opportunities for them to sell more agreements
CRM & Task Manager
Increase customer retention and revenue by over 60% with detailed customer tracking and task management, allowing you to create opportunities to grow your business quickly
- Keep a comprehensive roster of sites and systems under a customers profile
- Set up new service agreements, track new sales opportunities, and schedule follow-up reminders easily
- Tag customers interested in products and services throughout the year to generate targeted marketing lists for an instant revenue boost
- Track all agreement tune ups
- Schedule all your regular non-agreement tune ups as needed]
- Use these insights to fill you slow season and keep your technicians busy throughout the year
Sales Proposals & Job Costing
Save hours every month with pricing templates
- Fully customizable price book
- Create pricing templates on the fly or prior to the sales calls
- Show multiple financing options with monthly payments
- Built in financing options to make selling easier and generate hundreds of thousands of dollars in additional revenue
- Offer up to 6 different packages
- Adjust prices by adding markups in seconds
Cost Recovery Plus
Get all of the benefits of 3C Connect for free.
- We allow you to pass monthly costs on to customers by using our smart recovery system
- By adding a small amount to each line item per day, 3C Connect effectively pays for itself, which means you get all of the benefits and none of the overheads
Want a personalized walkthrough?
Book a free no obligation demo now to discover how 3C Connect can help you streamline operations, increase profitability and grow your HVAC business.
5.0
★★★★★ 5/5
5.0
★★★★★ 5/5
