What's On This Page?

• Introduction
• Fieldproxy
• FieldEdge
• ServiceTitan
• Jobber
• HouseCall Pro
• ServiceWorks

Introduction

Finding the right HVAC software for your small business can be a challenge. With so many options available, it can be tough to know which one is the best fit for your company. In this blog, we'll explore some of the top HVAC software options for small businesses, including their key features and pricing.

There are several HVAC software products that are currently popular among small businesses and may still be relevant in 2023. Some options to consider include:

1. Fieldproxy
2. FieldEdge
3. ServiceTitan
4. Jobber
5. HouseCall Pro
6. ServiceWorks

Fieldproxy

Fieldproxy is an automation and sales management tool for field services. It removes the everyday struggles of reporting and maintaining streamlined processes to increase productivity efficiently. From scheduling tasks, assigning various resources, planning, and management, Fieldproxy is a go-to solution. Certain essential features include:

• Automations that helps easy task creation and management
• Timeline Reporting that helps gain insights on what happened and when
• Report generation with detailed analytics unique to each business
• Live employee tracking that updates field agents who are on the go
• Simple user interface that is easy to understand and navigate
• Invoice generation and Attendance tracking.

As businesses expand and operations grow more complex, managing field teams can be a daunting task. From managing tickets to scheduling jobs and everything in between, keeping track of everything can be time-consuming and inefficient.

That's where Fieldproxy comes in - an end-to-end field team management solution that aims to simplify these tasks and streamline operations.

Ticket Management Solutions

One of the key features of Fieldproxy is its ticket management system. With this feature, businesses can create, assign, and manage tickets, ensuring that issues are resolved quickly and efficiently. This means that customers get the service they need, and businesses can maintain their reputation for quality customer support.

Schedule Jobs For Field Agents

Another important aspect of Fieldproxy is its job scheduling feature. With this tool, businesses can schedule jobs and assign them to field teams in real-time. This helps ensure that the right team is on the job at the right time, which can save businesses time and money.

Generate Quotes And Estimates

Fieldproxy also offers a mobile application that allows field teams to generate quotes and estimates on the go. This feature is particularly useful for businesses that operate in industries where quotes and estimates are necessary, such as construction or landscaping. With this feature, businesses can provide accurate quotes to their customers quickly and easily.

Raise Invoices And Collect Payments

In addition to generating quotes and estimates, the Fieldproxy mobile application also allows businesses to raise invoices and facilitate payment collections through integrations with popular payment gateways. This can help businesses get paid faster and with less hassle.

Collect Valuable Customer Feedback

With features like customer happiness index, and historical customer data, ensure your customers are always satisfied with your products and services. Know exactly how your customers operate and provide better quality services.

Dashboards And Reports

Fieldproxy’s easily-presentable data dashboards and reports allow managers to make sense of all the data their field teams collect, in real time.

Create, curate, and manage different dashboards and reports to help make better data-backed decisions for your service teams.

Closing Thoughts

So why should businesses consider Fieldproxy? With its comprehensive set of features, Fieldproxy can help businesses save time, streamline operations, and improve customer satisfaction. And with a free demo available, there's no reason not to give it a try.

If you're looking for an end-to-end field team management solution that can help you manage tickets, schedule jobs, generate quotes and estimates, raise invoices, and collect payments while also providing customer feedback support, then Fieldproxy might be the solution for you.

Book a free demo today to see how Fieldproxy can help your business improve its operations and customer satisfaction.

FieldEdge

FieldEdge is a field service management software designed specifically for contractors in the HVAC industry. It includes features such as scheduling, invoicing, and inventory management to help HVAC businesses streamline their operations and better serve their customers. FieldEdge also offers customer relationship management tools and marketing automation to help HVAC businesses grow.

Some key features of FieldEdge include:

• Scheduling: Schedule appointments with customers and technicians, set reminders, and track job status in real-time.
• Invoicing: Creating professional invoices and estimates, as well as tracking payment status.
• Inventory management: To track their inventory levels, set reorder alerts, and generate purchase orders.
• Customer relationship management: Managing customer information, tracking interactions, and generating reports.
• Marketing automation: FieldEdge offers a range of marketing tools, including email campaigns, social media integration, and lead tracking.

Pricing for FieldEdge starts at $99 per month for the basic plan, which includes one user and all the core features. Higher-tier plans are also available with additional features and support. It's important to carefully evaluate your business's needs and choose a plan that meets those needs and fits your budget. FieldEdge offers a free trial so you can try out the software before committing to a subscription.

ServiceTitan

ServiceTitan is a field service management software designed for contractors in a variety of industries, including HVAC. It includes features such as dispatch, customer relationship management, and marketing tools to help businesses streamline their operations and better serve their customers. ServiceTitan also offers a mobile app so you can manage your business on the go.

Some key features of ServiceTitan include:

• Dispatch:  Dispatch technicians to job sites, track their progress, and update customers in real-time.
• Customer relationship management: Managing customer information, tracking interactions, and generating reports.
• Marketing tools: Range of marketing tools, including email campaigns, social media integration, and lead tracking.
• Mobile app: Mobile app allows businesses to manage their operations from anywhere, including scheduling appointments, dispatching technicians, and invoicing customers.

Pricing for ServiceTitan starts at $149 per month for the basic plan, which includes one user and all the core features. Higher-tier plans are also available with additional features and support. It's important to carefully evaluate your business's needs and choose a plan that meets those needs and fits your budget. ServiceTitan offers a free trial so you can try out the software before committing to a subscription.

Jobber

Jobber is a field service management software designed for small service businesses. It includes features such as scheduling, invoicing, and job costing to help businesses streamline their operations and better serve their customers. Jobber also offers a mobile app and integrations with popular tools like QuickBooks and Google Maps.

Some key features of Jobber include:

• Scheduling: Schedule appointments with customers and technicians, set reminders, and track job status in real-time.
• Invoicing: Creating professional invoices and estimates, as well as tracking payment status.
• Job costing: Businesses to track the cost of materials, labor, and other expenses associated with each job.
• Mobile app: Jobber's mobile app allows businesses to manage their operations from anywhere, including scheduling appointments, invoicing customers, and tracking job progress.
• Integrations: Jobber integrates with popular tools like QuickBooks and Google Maps, making it easier to manage your business's financial and geographic data.

Pricing for Jobber starts at $49 per month for the basic plan, which includes one user and all the core features. Higher-tier plans are also available with additional features and support. It's important to carefully evaluate your business's needs and choose a plan that meets those needs and fits your budget. Jobber offers a free trial so you can try out the software before committing to a subscription.

HouseCall pro

HouseCall Pro is a field service management software designed specifically for home service businesses. It includes features such as scheduling, invoicing, and customer communication tools to help businesses streamline their operations and better serve their customers. HouseCall Pro also offers a mobile app and integrations with popular tools like Google Calendar and QuickBooks.

Some key features of HouseCall Pro include:

• Scheduling: Businesses to schedule appointments with customers and technicians, set reminders, and track job status in real-time.
• Invoicing: Cr eating professional invoices and estimates, as well as tracking payment status.
• Customer communication: Managing customer information, tracking interactions, and generating reports. It also allows businesses to communicate with customers through the mobile app or via text or email.
• Mobile app: Mobile app allows businesses to manage their operations from anywhere, including scheduling appointments, invoicing customers, and tracking job progress.
• Integrations: HouseCall Pro integrates with popular tools like Google Calendar and QuickBooks, making it easier to manage your business's financial and calendar data.

Pricing for HouseCall Pro starts at $49 per month for the basic plan, which includes one user and all the core features. Higher-tier plans are also available with additional features and support. It's important to carefully evaluate your business's needs and choose a plan that meets those needs and fits your budget. HouseCall Pro offers a free trial so you can try out the software before committing to a subscription.

ServiceWorks

ServiceWorks is a field service management software designed for contractors in a variety of industries. It includes features such as scheduling, invoicing, and dispatching to help businesses streamline their operations and better serve their customers. ServiceWorks also offers a mobile app and integrations with popular tools like Google Calendar and QuickBooks.

Some key features of ServiceWorks include:

• Scheduling: Schedule appointments with customers and technicians, set reminders, and track job status in real-time.
• Invoicing: Creating professional invoices and estimates, as well as tracking payment status.
• Dispatching: Businesses to dispatch technicians to job sites, track their progress, and update customers in real-time.
• Mobile app: Mobile app allows businesses to manage their operations from anywhere, including scheduling appointments, dispatching technicians, and invoicing customers.
• Integrations: ServiceWorks integrates with popular tools like Google Calendar and QuickBooks, making it easier to manage your business's financial and calendar data.

Pricing for ServiceWorks starts at $99 per month for the basic plan, which includes one user and all the core features. Higher-tier plans are also available with additional features and support. It's important to carefully evaluate your business's needs and choose a plan that meets those needs and fits your budget. ServiceWorks offers a free trial so you can try out the software before committing to a subscription.

Conclusion

When choosing HVAC software for your small business, it's important to carefully evaluate your specific needs and choose a software that meets those needs and has good reviews from other users. It may also be helpful to try out a few different software products with a free trial or demo to see which one works best for you. With the right HVAC software, you can streamline your business operations and better serve your customers.