How to Grow Your HVAC business with HVAC After-sales Service Management Software?

In today’s highly competitive HVAC industry, your HVAC company cannot sustain long without delivering excellent customer experiences. HVAC equipment requires timely maintenance service to keep it working for a lifetime. Hence the after-sales service highly matters for the HVAC industry. 

Good after-sales service helps your HVAC business win the trust of the customers.  But how do you keep track of the regular servicing of the HVAC equipment of all your customers?

Do you do it manually? Or do you wait for customers to reach out to you when they face an issue with their HVAC systems?

This results in missed business opportunities and poor customer experiences.

81% of consumers say a positive customer service experience increases the chances of them making another purchase (Zendesk, 2022).

To keep up with the HVAC preventive maintenance schedules of all your customers, you must leverage technology. 

An HVAC after-sales service management software can help you keep track of recurring HVAC repair and service tasks of all customers. It also helps you schedule service jobs, assign technicians, monitor the live job status, gather customer feedback and update the HVAC service cycle.  

Let’s learn how you can grow your HVAC service business with HVAC after-sales service management software.

How Does HVAC After-sales Service Management Software Help HVAC Business?

Unoservice is a comprehensive and user-friendly after-sales service app designed to help HVAC businesses in India streamline their operations. It provides a powerful desktop HVAC service software and an HVAC mobile app that can be used to manage customer inquiries, scheduling jobs, invoicing, payment processing and more. With this app, businesses can easily keep track of their customers’ needs and provide them with the best possible service.

With its comprehensive features, It makes it easy for businesses in India to manage their after-sales services efficiently and effectively. Let’s walk through the essential features of an HVAC after-sales service management app in detail.

Quickly Create New Jobs with Work Order Management 

The Unoservice HVAC after-sales service management tool comes integrated with an HVAC CRM and automated service reminder. The CRM holds all the customer data and neatly organizes it. Additionally, it updates the upcoming service dates for customers’ HVAC equipment based on their HVAC preventive maintenance contracts.

The HVAC contract management software handles all the HVAC service contracts and integrates them with service reminder software. The automated service reminder software fetches the upcoming service due dates and generates alerts to remind telecallers or the HVAC manager to follow up with the customers to schedule service jobs.

As soon as the customer books a service appointment, the HVAC work order management software creates a new job and updates customer information and equipment data from the CRM. The dispatcher gets notified about new jobs by viewing all the open jobs on the Unoservice HVAC FSM dashboard.  

Thereafter the HVAC dispatcher can further schedule technicians and monitor job completion to close the work order. 

Schedule Technicians for the HVAC Maintenance Jobs

The HVAC service manager gets notified about new open jobs on the job dashboard. They can open the work order and assign a relevant technician by selecting one from the dropdown list. The technician gets notified about his new job assignment on his Unoservice HVAC mobile app.

Speaking about scheduling jobs, to get the most out of your resources it is better to optimize the scheduling process. Unoservice HVAC after-sales management software lets you see all the customer’s locations pinned on the geographical maps. This helps the HVAC dispatcher bulk schedule multiple upcoming service jobs in the same region.

This simplifies HVAC technicians’ work as they can complete all the jobs in that region on a single day instead of travelling to the same place on alternate days. It increases technician productivity, saves time and reduces travel expenses.

Dispatch Technicians with Real-time Data Access

All the data gets stored in the in-built cloud-based CRM tool. The cloud-based storage makes it easy to update data at any time from anywhere. The technicians can quickly notice the reschedules or data changes. This enables real-time collaboration between the field teams.

The technicians can view their entire day’s schedule on the Unoservice HVAC technician mobile app. They instantly get notified about new service appointments on their mobile app. The HVAC technicians can view all the job data, customer data and service history on the app. This eliminates commuting to the office to fetch data, saving travel time and expenses. 

With all the data in hand, HVAC technicians can keep the right tools, service plan and inventory in hand to complete the service task faster and with better efficiency. This boosts customers’ satisfaction and keeps them coming back to your HVAC service company. They also spread word-of-mouth and bring new customers to you.   

Track Technician’s Live Location with GPS Functionality

The HVAC dispatcher can keep tabs on the technician’s availability at any time when the technician is checked in to the HVAC mobile app. Along with this, the Unoservice HVAC after-sales service app also plots all the customers’ locations on the integrated map. This makes it easy for HVAC dispatchers to assign jobs to HVAC service technicians based on their proximity to the job location which ensures after-response times.

Additionally, the HVAC dispatcher can also bulk schedule multiple upcoming service jobs in the same region for the same day so that HVAC technicians need not commute to the same place on alternate days, wasting time and fuel.

Bulk scheduling for particular regions helps you cover all customers’ recurring service jobs without missing any. It also helps you identify the gaps in the market and boost your marketing efforts to onboard new customers and expand the customer base.

The dispatchers can see where the HVAC service professionals have been the entire day with the recorded mileage data and travel history. The data collected further assists in payroll management and expense reimbursement.

Automated Service Reminder

One of the main advantages of HVAC service software is its ability automated HVAC business operations. You need not waste time in performing time-consuming repetitive tasks like organizing data, updating the next service dates, etc. Instead, use the time to focus on improving customer service and making business decisions.

Once a job gets over, the CRM integrated into the Unoservice HVAC after-sales service management software automatically saves all the job data for the particular customer. Further, it also updates the customer data with the next service date. 

The free service reminder software integrated into the Unoservice FSM tool automatically fetches the upcoming service due dates of customers from the CRM and alerts the HVAC manager or the telecallers to follow up with the customers. It also helps you send out reminder messages to your customers reminding them about their upcoming service due dates and asking them to schedule an appointment.

Sometimes, your customers might not be interested enough to schedule an appointment. In such cases, you must entice them and give them valid reasons to book an appointment. Customers love discounts and when it’s personalized, they love them even more. 

According to eMarketer’s research, nearly 50 per cent of smartphone users worldwide said they are eager to receive real-time promotions from retailers on their smartphone devices.

As customer retention is highly cheaper and more lucrative than customer acquisition, you must leverage this marketing gem by sending personalized discounts and deals to your customers on their birthdays and other special days. This entices them to quickly schedule an appointment and stay with your company. Unoservice HVAC software enables you to send bulk SMS to your customers for free. 

Conclusion

An HVAC after-sales service management software helps you keep in touch with your existing customers and boost their satisfaction with regular maintenance of their HVAC equipment. Unoservice HVAC field service management software is a multipurpose HVAC service management tool. It not only helps you manage customers and service appointments but also helps you manage every stage of HVAC service operations.

You can try the Unoservice HVAC FSM tool for free to explore its functionality and find you how you can leverage the FSM software to grow your HVAC service business.

Frequently Asked Questions about HVAC After-sales Service Management Software