Tom keeps dragging his feet with going mobile. Part of it is the cost of buying tablets, part is how roughly the tablets will be handled in the field. For now, his team will use paper service tickets instead of a service work order app.

Dave waited a bit but now knows that smart devices are here to stay. He’s totally onboard with using HVAC business software, starting today when he hands out new tablets to his techs.“Efficiency, here I come,” he glows.

Back To Our Story…

Tom’s dispatcher, Mary, gets another call for service. It’s a hectic day, made more frustrating because she’s had to call three times to connect with their tech, Jason and give him the service call details.

When Jason finally answers, he scribbles the details of the work order on a piece of scrap paper and tosses it in the passenger seat.

Dave’s office is humming when another call for service comes in. His dispatcher, Terry, calmly enters the details of the call into their new service work order app and assigns the call to their tech, Eric.

Within a few minutes a work order pops up on Eric’s tablet pre-populated with service call details.

Jason misplaces the paper with the service call details, so he has to call the office back. Mary is not happy and the customer cautiously looks out the window at the van parked in their driveway.

Jason makes a math error while filling out paper ticket but doesn’t realize it.

Eric reads the mobile work order before walking up to the house. He confidently greets the customer and confirms the reason for the call. He immediately begins diagnostics.

Eric uses the HVAC business software app to automatically calculate the correct repair price.

The customer wants to pay with credit card. Jason calls office to give the card details and amount while the customer waits.

The customer wants to pay with credit card. Eric simply swipes their card for the correct amount and gets their signature instantly.

Service calls are piling up and a frantic Mary has to wait until Jason calls in to assign him his next job.

Late in the day Jason returns with the paper HVAC work order ticket.  Mary has to decipher Jason’s writing and then uncovers the math error.

Mary has to manually add invoice information into QuickBooks the next day.

Service calls are coming in steadily. Terry enters and assigns them in the service work order app, so the details of Eric’s next call are ready when he is.

Terry receives the invoice digitally from Eric minutes after he completes the job and begins the accounting process.

Terry hits the button to sync Mobile work orders with QuickBooks immediately – No manual entry needed.

Tom is still struggling…

• Paperwork is still getting lost
• Paper files have grown
• His staff is overwhelmed and frustrated
• Paperwork with illegible handwriting and math errors
• Delayed accounting and dispatch

Meanwhile, Dave has…

• Electronic, organized files
• Archived work orders
• Less-stressed office staff
• Legible invoices with no math errors
• Real-time, accurate accounting
• More efficient dispatch