HVAC Management Software
FieldTrack helps your HVAC service business to streamline all service operations effectively. Plan your service calls, manage different teams, get data from the field and reports and make service delivery simpler.
Planning and Scheduling
FieldTrack through planning and scheduling helps you in reducing the response time. You can easily reach the locations for installation, repairs and maintenance. With FieldTrack’s HVAC service software scheduling tool you can easily create and schedule a work order. Your service provider will be notified once the work order is assigned to them.
- Track the activities of your team through GPS
- Smart and Optimum Scheduling and Dispatching
- Schedule Recurring Jobs
- View clients’ locations
- Get instant client demand notifications
Customer Management
FieldTrack’s customer’s benefit from the powerful and efficient field service capabilities and the most effective technician tools that help them delight customers on every visit. Your business could use a boost in service revenues by using the FieldTrack HVAC business management software.
- Valuable information about customers
- Find out potential cross selling
- Import/Export customer database
- Customer Panel
Territory Management
FieldTrack HVAC software facilitates you in expanding your area of operations by helping you optimise the capabilities of your existing human resource. Know what locations your reps are at and which one do they prefer. Appoint the best suited reps to the clients in their vicinity for swift service.
- Dispatch service people and teams expertly
- Quickly respond to customers
- Zone and sub–zone allocations
- Multiple location management
Expense Tracking
FieldTrack expense tracking helps to you utilize your critical resources efficiently. It turns out to be a cost effective tool for your management. FieldTrack is the comprehensive solution for the HVAC industry, improving productivity and efficiency while increasing your bottom line.
- Track time taken by their reps
- Record their mileage
- Estimate costs accordingly
- Increase quality by expense management
Dynamic Forms
FieldTrack gives you the advantage of making built-in Customized forms to provide to your customers quickly. Our software gives the user discretion to make as many forms as required with a lot of customising options.
- Pre-built forms available
- Easy form customization
- Sharing and instant uploading of forms
- On-the-field form filling
Intelligent Report
Get insights to a number of intelligent reports that will help you throughout your task management process ranging from reps’ information to the customers. The collected data can be used to automatically generate insightful reports.
- Attendance sheet
- Work Order
- Client’s location chart
- Products/services reports
- Data presentation through charts
Integrations
FieldTrack integrates with a pool of your favourite apps and softwares to make your work easier for you while you provide the world with a flawless experience.
- Google Calendar
- Zapier
- QuickBooks
- Google Maps
- PayPal
Other Included Features
Import/Export
FieldTrack lets you easily import or export your existing customer data file to the App and have a one stop location for all your customer contact information
Customer Panel
Get all your customers’ information at one place. Know their work order history to provide them with better services
Product Management
Manage your sales and products’ inventory better with FieldTrack’s product management feature
Invoice Tracking
With invoice tracking, remain updated with your cash and receivables to keep your balance sheet right!
Attendance Management
Monitor your reps’ work hours and attendance daily and improve your reps’ productivity with FieldTrack’s Attendance Management system
Photo Capture
Add photo capture option to your forms and enable your reps take photos of the site of their work order!
