10 Best Dispatching Software for HVAC Business in 2020 - xB WebPRO Agency
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10 Best Dispatching Software for HVAC Business in 2020

HVAC owners have a variety of processes and tasks to manage each day including marketing, payroll, scheduling, dispatching, and accepting payments and much more. To be on top, HVAC businesses need to look into every detail of their notable clientele.

In today’s time of advanced technologies, the right kind of software is the key to grow your HVAC business. Instead of wasting hours of time in redundant tasks daily, invest in HVAC software to achieve business efficiency allowing it to grow above and beyond.

HVAC software helps HVAC contractors to create and manage work orders, track tasks, generate invoices and manage client information. It helps HVAC companies to manage and streamline their business and saves them from the cumbersome task of manual calculations and storing paperwork.

Why do HVAC businesses need dispatch software?

With the expansion in business, the number of jobs increases for which a calendar or diary is sufficient to manage. Moreover, phoning up or sending messages to your field staff one by one to update them on their next schedules is not an efficient business.

Here comes the dispatch software which makes everything automated. You can make any change to the schedule on your system and your field staff will be able to see the updated schedule at their end. It will assist you to manage every moment of your client’s journey from the time they enquire, quote to scheduling and final invoice.

Besides improving customer experience, HVAC dispatching software helps in better team communication and avoid any kind of confusion among the staff. Assigning jobs, dispatching staff and coordinating with them can be a tiresome task, but HVAC software helps you overcome all the confusion like a pro.

Automating business operations and management saves time, money and energy. Therefore, investing in HVAC software makes sense and is a growing trend as well.

What makes Good HVAC Dispatch Software?

While investing in a good HVAC software, you expect it to perform the tasks that it was designed to do. The software should be easy to operate and designed to fulfill your business needs. The following are the features of good HVAC dispatch software:

  • Great Design
  • Extraordinary user experience
  • Highly Reliable
  • Efficient
  • Easy-to-use

Best HVAC Dispatching Software for HVAC business

Many of the best dispatch software offers much more services than merely the dispatch for HVAC business owners. They come with a number of additional services and features that help manage the workings of HVAC companies, assisting the team to accomplish their task more easily.

Let’s learn about the 10 best software systems that are used by HVAC professionals in 2020.

  1. Housecall Pro

    Overview

    A cloud-based service management app, Housecall Pro is used by service professionals to manage and automate their workflow. It is a perfect business solution that includes a mobile app along with complimentary web portals. Housecall Pro serves an array of industries such as HVAC, Plumbing, Electrical, and Pest Control.

    This ideal software is created to increase productivity while offering a user-friendly and a simple-to-understand interface. Being one of the most reasonable and well-rounded solutions, Housecall Pro is perfect to operate and manage your HVAC business.

    Features

    Housecall Pro is known to offer dispatching and many other services to HVAC companies who are managing nearly every aspect of their business with it.

    • Dispatching
    • Live GPS tracking
    • Scheduling
    • Estimate quotations
    • Generates automated response and invoice
    • Online booking
    • Account manager
    • Postcard and email marketing strategy
    • Reporting
    • Reviews
    • Payroll exporting with QuickBooks integration
    • Payment processing

    Platform

    Housecall Pro software can be accessed on iOS, Android, Desktop (Cloud/SaaS/Web).

  2. Jobber
    Overview

    A landscaping solution, Jobber software is designed to serve home services businesses such as that of HVAC. This cloud-based online field service management tool is designed to stretch the capabilities of the HVAC businesses. Reliable, trustworthy and easy-to-use, it helps many field service providers in boosting their operational efficiency.

    HVAC business can take a toll on managing off jobs and organizing service agreements. Jobber helps you to manage and track your team efficiently without wasting any time and energy. It offers the flexibility that is needed to perform the task faster and in a more productive way. The calendar feature of Jobber helps you in properly deploying your team and gives you a clear view of your field team’s availability

    Features

    Jobber helps HVAC business owners to organize their task from dispatching and managing their crews to payrolls and making payments.

    • Dispatching
    • Scheduling
    • Quality service experience
    • Customer relationship management
    • Invoicing
    • Easy payments
    • Time & GPS tracking
    • Expense monitoring
    • Convenient Payments

    Platform

    Jobber software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  3. FieldAware

    Overview
    Robust dispatch software for your HVAC Company, FieldAware is designed to be powerful and easy-to-use. It empowers HVAC servicing teams to deliver timely and efficient customer services. The software can be easily customized according to the unique needs of your business.

    FieldAware dispatch software helps increase the revenue of your HVAC business, reduce the repair costs and lower the client churn. This simple software syncs with your back-office operating systems helping you in getting more visibility for the entire process.

    Features

    The cloud-based software provides the visibility needed to optimize the dispatch technicians efficiently and quickly. Being an HVAC owner, you can transmit the jobs or reschedule changes instantly to the assigned team members in the field using a cell phone.

    • Dispatching
    • Scheduling
    • Barcode scanner
    • Invoicing
    • Quotations
    • Mobile access
    • Work Order Management

    Platform

    FieldAware software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  4. Kickserv

    Overview

    A complete workflow management solution for service companies, Kickserv is perfect for small companies with 1 to 25 employees. They have spent more than 20 years perfecting their field service management software.

    Kickserv has injected best practices from thousands of home service companies. This software is user-friendly, affordable and reliable. It can run independently or has two-way sync with Quickbooks online, Xero accounting software or Quickbooks desktop.

    Features

    It features complete job management.

    • Dispatching
    • Scheduling
    • Quotations and estimates
    • Invoicing and billing
    • Contact information database
    • Instant payments
    • Live signatures
    • History tracking
    • Customer service
    • Calendar views

    Platform

    Kickserv software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  5. ServiceM8

    Overview

    ServiceM8A is cloud-based solution software that helps in simplifying and managing the operation of your HVAC business. Besides it also helps other field service organizations such as Plumbing, Electricals, Cleaning and Pest control.

    This software offers maintenance, safety reports and invoicing for the companies with up to 30 employees. It can easily integrate with Quickbooks Online, Xero and MYOB, which allows users to directly enter the payment details in the accounting solution and then generates reports on the ledger.

    Features

    The service management solution enables the users to schedule the staff automatically based on their skills and availability. Then the software automatically routes to the field staff to the site. The staff can view the routes from any location using the mobile phone application.

    • Dispatching
    • Scheduling
    • Routing
    • Invoicing and Billing on site
    • Quotations and estimates on site
    • Record notes, photos and videos
    • Accepts credit card payments
    • Sync with the account package
    • Capture live signature

    Platform

    ServiceM8 software can be accessed on iOS, Desktop (Cloud, SaaS, and Web).

  6. FieldEdge

    Overview

    A cloud-based field service management software by dESCO, FieldEdge serves many of the home service contractors, especially HVAC, Electrical, Plumbing, and Pest Control. The software allows companies to smoothly manage field operations remotely.

    It was initially developed by the owners, technicians, and dispatches of an HVAC business more than 35 years ago. It can manage your entire business operations. It integrates with payment solutions, Quickbooks online and can also create service agreements.

    Features

    HVAC contractors and business owners can manage field team performance on this software. The technicians can have all the account information through this software they need to offer a satisfactory customer experience.

    • Dispatching
    • Scheduling
    • Billing and Invoice generation
    • Work order management
    • Online time clock
    • Reporting
    • Service agreements
    • Customer database

    Platform

    FieldEdge software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  7. ServiceTitan

    Overview
    With over 100,000 users, ServiceTitan is the most utilized software for HVAC businesses. This field service management solution helps HVAC contractors and owners to manage every aspect of their business from dispatch to payroll.

    The software provides dispatchers with access to customer details, call recordings and job histories making them improve the customer experience. It is equipped with the capacity-planning tool with which you can categorize technicians according to their skills, allowing you to optimize your team’s schedule in a more efficient way.

    Features

    ServiceTitan is the all-in-one software for residential and commercial HVAC service businesses.

    • Dispatching
    • Scheduling
    • Reporting
    • Invoicing and billing
    • Customer database
    • Payrolls
    • Marketing
    • Payments
    • Inventory
    • Service agreements
    • Customer service
    • Work order management
    • Training (online, webinar, in-person, documentation)

    Platform

    ServiceTitan software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  8. Loc8

    Overview

    Loc8 is web-based home service management software that makes simplifies and smoothens your business operations. It is packed with job and workforce features required to manage the service companies.

    This solution serves service contractors such as HVAC, Plumbing, Electrical, Handyman services, Carpenters and much more. It works for businesses of all sizes. Besides being user-friendly this software can manage nearly every aspect of your HVAC business from a mobile device.

    Features

    With Loc8, HVAC contractors and business owners can track every task from estimates to invoice.

    • Dispatching
    • Invoicing and Billing
    • Payment collection
    • Quickbooks and Xero integration
    • Customer service
    • Quoting and estimates
    • Reporting

    Platform

    Loc8 software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  9. Tradify

    Overview

    Tradify is web-based software designed specifically for businesses with less than 20 employees. Ti is equipped with each and everything trading officials need to cut back on admin. From quotes, scheduling to job reporting, Tradify manages everything with utter ease.

    Besides HVAC businesses, this tool is used for other services as well such as plumbing, electrical, painters and many other industries. It is simple to understand, and easy to use tool which simplifies the management and the workflow of the home service organizations.

    Features

    • Dispatching
    • Scheduling
    • Billing and invoicing
    • Online training (webinar, live online)
    • Quick quoting
    • Integrating with accounting solutions Quickbooks Online, MYOB, Xero
    • Online job management
    • Material tracking
    • Real-time project updates

    Platform

    Tradify software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  10. simPRO Software

    Overview

    Another ideal service management software solution is simPRO. It helps HVAC business owners to provide them with a streamlined platform for all their challenges in optimizing the task while increasing their profits and productivity.
    simPRO is the choice of many in the field services because it’s easy to use and access. It helps in simplifying and smoothen the workflow management.

    Features

    Besides easy dispatching tools, simPRO helps in implementation and training as well along with online help guides. Moreover, it can integrate with accounting solutions such as Quickbooks and Xero to streamline job management and accounting.

    • Dispatching
    • Online work clock
    • Job work management
    • Training (live online, in-person, webinar, documentation)
    • On-site invoicing
    • Quotations and estimating
    • Customer service
    • Payments

    Platform

    simPRO software can be accessed on Android, iOS, Desktop (Cloud, SaaS, and Web).

  11. Creating a Notable User Experience

    HVAC software helps the contractors and companies to eradicate paperwork based processes, track & close opportunities in a better way, more lead conversions, getting control over dispatching & scheduling, and streamline the billing and payments.

    Being HVAC business owners your dispatch software should help your technicians and field staff to avoid things that keep them from being on time. With smart optimization tools, it gets easy to keep your team productive all day. With simple clicks, you can simplify your work management for HVAC services.

    You can boost your HVAC business reputation and increase leads by combining the HVAC software with quality equipment thus creating a better user experience. Well-respected job performance that impresses your clientele is necessary for continued business as the competition is very high for this industry.

    If you are looking for a trusted online marketing agency for your local contracting business, xB WebPRO is your solution. We have a team of experts with experience in HVAC and other businesses that can help you make a serious impact online. We have immense knowledge and experience in working with digital marketing tools to get your HVAC business more leads and sales. Besides HVAC, we also create well-responsive websites for mobiles for contractors such as Electrical, Plumbing, Construction and much more. Partner with us now.

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