Hello heroes of the traditional economy!😎

In our last article we started discussing about how HVAC companies could benefit from a centralised management system and how it can automate manual work processes to help them become more efficient.

In this article we will continue to discuss more about benefits a CMS (centralised management system) can bring to HVAC companies and their operations.

An important aspect in the day to day operations of HVAC companies is scheduling jobs and management of teams of technicians that go at the client site to perform the required installation, diagnosis or maintenance jobs. many HVAC companies still face challenges around organising and managing the workload because of the manual process behind this and the lack of a tool where all processes are centralised and easy accessed by anyone on the team.

My HVAC company is having challenges in managing multiple jobs and teams at the same time. How do I solve this?🤔

✅ The centralised management system offers smart dispatching and workforce management capabilities to simplify scheduling, team and task management. The office team can easily receive the requests from customers, schedule upcoming jobs, assign teams or technicians to certain jobs. The technicians receive notifications and details about the job and with the map capabilities to easily locate the job site.

The system can be even more advanced and you can implement features like:

• Job assignment based on skills, level of experience, job type, availability and level of urgency.

• Automatica assignment and synchronisation with the current schedule

• Automatic recommendations and notifications for route optimisation and assignment of a job to teams that are nearby that specific location which can save up costs on fuel and time of travel. This also will ensure that the request of the client gets processed in a shorter time.

• Integrations with your existing CRM’s to ensure up to date information about clients and job requirements

• Automatic reminders for technicians to clock in and out when starting or finishing a job

• Chat capabilities for technicians to be able to communicate effectively with the office team.

• Real time data on the work done by technicians that offers complete oversight on hours worked.

• Advanced data and statistics about the jobs performed, time needed to perform, nr. of people involved and be able to asses more accurately the type of jobs your company needs to take and which ones actually cost the company more money to perform and why.

What about the accounting and payments?Can I automate those processes?🤔

Sure, just sit down and relax, I’ve got you covered here also 😎

✅ The centralised management system can automate your accounting and payments transforming it into a digitised process that not only saves work hours but also makes your team more productive by giving them time to concentrate on more strategic financial activities of the company. The team will have a better overview on expenses and costs, better manage customer billing and collection of payments.

✅ Your can create automations for any type of payments customised to each client and contract. The automations can track contract terms, dates and payment schedules and send notifications to both your team and the clients about the upcoming payments with invoices generated automatically either for one-off payment or requiring payments. This makes the payment collection easier for your team especially if your HVAC company is working with a big number of customers either commercial or residential.

✅ The CMS can also have API and advanced connectivity capabilities to be able to connect it with your accounting software to offer complete and seamless integration for uninterrupted accounting and financial processes

✅ Now wait, we’re not finished yet… you can integrated analytical features to able to view and analyse financial data in real-time, compare the cashflow and financials of the company during different periods of time to improve your decision making process.

Investing in custom automations and digital tools you is worth every penny because it can help you cut costs, create long term value of the business and open up opportunities for a better exit in the future if you plan to do this at some point being able to sell the business with a bigger multiple. 🚀

Cheers for the HVAC heroes!!!

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