The Best Field Service Software for HVAC Businesses

Field service software for HVAC businesses

By Julia Watts | Content Manager | Published: December 15 2018

Get your processes running as effectively as possible with the best field service software for HVAC businesses


HVAC Business

Did You Know?

According to industry experts, demand for HVAC equipment is meant to grow by 6.8% in the coming year.

So how is your company going to deal with this industry growth? As a HVAC business, organizing the operations of your field team can be a tiresome and frustrating process – especially if you’re dealing with multiple callouts in multiple locations.

Luckily, field service software for HVAC companies can help. It’ll enable you to:

  • Amend schedules
  • Invoice or quote clients
  • Instant message employees
  • Log your fuel usage
  • Access client accounts

Investing in field service software will literally transform the way your business operates by enabling you to action all of the above remotely.
So what are you waiting for? Receive quotes for HVAC field service software by filling in our short form.

Now that we've introduced the benefits, it's time to ask: who offers the best field service software for HVAC companies? Looking at functionality, features and customer reviews, we’ve come up with a list of the best field service software companies for HVAC businesses. These are:

Find out more about what each company offers in the reviews below.

The Best Field Service Software for HVAC Businesses – Rated

CompanyBest forStar rating
Salesforce LightningBest for reliability
Verizon ConnectBest for ease of use
SamsaraBest for fleet management
CoresystemsBest for customer support
VonigoBest for flexibility


Salesforce Lightning

You may very well know Salesforce from the world of customer relationship management (CRM). And now, with Salesforce Lightning, it’s brought its talent for producing reliable systems to the field service software scene, too.

Salesforce Lightning is all about helping you to increase productivity and optimize operations. How? By delivering on the following features:

  • Knowledge database
  • Communications
  • Asset tracking
  • Offline updates
  • Service reports
  • On the spot contract signing

If a member of your team is stuck on a tricky job, they can tap on the app and access a heap of resources that’ll enable them to complete the job more efficiently, whether they’re fixing a leaky air con unit or a running the rule over a boiler.

Need to let them know about a change in their schedule? Use the app’s instant messaging service. You’ll also be able to keep track of your tools, easily create reports, and provide better customer service with instant contract creation.

Pros:

  • Integrates with a range of software
  • Track customer journey from start to finish
  • Tighter control on workflow
  • Intuitive interface

X Cons:

  • Not as many features as the main Salesforce CRM software
  • Customization is a little tricky

Verizon Connect

Verizon is America’s largest telecommunications company, so you know you’re going to be purchasing field service software that’s been expertly designed and had plenty of investment.

Verizon’s field service software is all about making you more aware of how your business is functioning. Here are the top highlights:

  • Effectively assign jobs
  • View workforce status pretty much in real time
  • Determine the best routes and order jobs effectively.
  • Produce electronic forms for completion on the go

One of the biggest advantages of Verizon Connect’s field service software is its ease of use. Without much fuss, you can manage your fleets, keep track of your assets, and benefit from better control over your customer service.

Pros:

  • Well thought-out dashboards
  • Automated reporting
  • Easy to use
  • Nationally recognized name

X Cons:

  • Customer service hit and miss
  • Not particularly customizable

Samsara

Samsara field service software isn’t strictly field service software. It’s more fleet tracking with field service software features built in. But for HVAC businesses with larger fleets, you can’t really go wrong.

How do you feel about receiving real time tracking footage of your employees on the road? When it comes to managing the costs of operating on a larger scale, having those extra capabilities as part of your field service system will prove invaluable.

With Samsara, you’ll also receive the following features:

  • Real time tracking and vehicle stats
  • Allow customers to track location
  • Ability to update customers
  • Reassign and reschedule
  • Maintenance reporting
  • Capture delivery receipts
  • Integrated back office

Pros:

  • Advanced fleet tracking
  • Reassign drivers
  • Collect proof of service from customers
  • In-depth reporting

X Cons:

  • Lacks some customer relationship management features
  • Interface not as intuitive as others

Vonigo

The team at Vonigo state that they designed their software with growing businesses in mind – and in reality, that’s just what they’ve done. Highly rated for flexibility and customization, this field service software is a great purchase for growing businesses of all sizes.

When it comes to the best field service software, Vonigo has really thought about every stage of a field business’ operations. Here are just some of the features you can expect:

  • Customer relationship management
  • Scheduling
  • Invoicing and quotes
  • Reporting and case management

That’s not all: if you’re looking to take your field service software further, you can look into teaming it up with Vonigo’s online booking service. And if you want to make the software super-orientated to your company, you can even customize the branding.

Pros:

  • Customizable
  • Packed full of features
  • Regular updates
  • Can grow with your business

X Cons:

  • Some features not intuitive
  • Limited training material

Coresystems

Coresystems’ customer service has been rated highly across the net, which is great if you’re new to the field service scene. And with features designed especially for HVAC businesses, you know you’re getting a great industry-specific package.

So what kind of features can you expect to see? How about:

  • An intuitive interface
  • Environmental, health and safety strategy implementation
  • Online and offline capabilities
  • Expense tracking
  • Customer relationship management

Coresystems has ensured that its software answers the main HVAC industry pain points, with cost adjustment, selling, health and safety and asset tracking all catered for.

Pros:

  • Great customer service
  • Industry-specific features
  • Allows for intelligent scheduling
  • Integrate with CRM systems

X Cons:

  • System runs a little slow
  • Not much in the way of fleet management

Next Steps

Now that you’ve learned about how the best field service software suppliers can help you improve your business, it’s time to find out how much a system costs. Click on your state below and answer a few questions to receive bespoke quotations from our top suppliers.


FAQs

Is there HVAC field service software for small businesses?

Yes! The great thing about field service software is that it’s completely scalable. Start off with a basic package which is ideal for smaller business operations, then upgrade your package as your business grows.

Can I download field service software onto my iPad?

Absolutely! Most field service software comes in the form of an app, so you should be able to download it straight from the app store or Google Play.

How much does field service software for HVAC businesses cost?

The quotes you receive will reflect the number of users (or vehicles) you need the system for. You’ll find that the cheaper packages won’t offer as many features, but may offer enough features for smaller scale operations.

Julia Watts Content Manager

Specializing in the complex realms of telephone systems, business energy, vehicle tracking, asset tracking, and fuel cards, Julia writes content that cuts through the noise to help you find the right solutions and technologies for your business. Having spent five years working across the dynamic world of entrepreneurship, she loves helping exciting ventures – big or small – to flourish.

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