Why you need preventive maintenance management scheduling and estimating software | 6 top features of HVAC service software for equipment maintenance planning by E-strats

by Administrator 29. May 2019 21:55

When you have your equipment installed at the customer site, chances are that the product will start malfunctioning when you least expect it. This is a problem faced by even the largest HVAC companies. Since home appliances that are constantly in use, such as air conditioners and heating systems, are often prone to breakdowns if not maintained properly, costing money in lost time and service calls.

One way to deal with the problem of unexpected failures is to use an HVAC optimization solution. A Software that uses new technology to help the service business owner carry out preventive maintenance activities throughout the year and work through it in steps because adopting preventive maintenance strategies is better than having a reactive approach to product breakdowns.

An HVAC preventive maintenance software simplifies the process of managing routine scheduled maintenance tasks. Among other important features, an HVAC service maintenance management tool lets the contractor schedule recurring visits for timely diagnosis and lets the air conditioning technician maintain a checklist of preventive maintenance tasks aimed at ensuring that the product is always in the best condition.

Our software for HVAC service execution management offers web and mobile cloud-based software for air conditioning contracting companies especially in the Middle East countries like Saudi Arabia, Qatar, United Arab Emirates(UAE), Oman, Bahrain, and Kuwait.

Here’s how the HVAC maintenance scheduling software by <a href="http://www.estratcom.com/">E-strats</a> helps with proper and timely diagnosis of the installed air cooling and heating system equipment while keeping the Contractor, Technician, and Customer in the loop:

Schedule multiple visits to a single job for routine checkups

A technician can assign multiple visits to one job after a customer signs the HVAC service agreement software contract using the service mobile app hence eliminating the need of paperwork to follow up on the schedule. Once the client has decided on the dates of servicing, the information related to scheduled visits are communicated clearly and instantly to the customer and the contractor.


Ability to track and manage multiple visits as required

Once the job visits for an HVAC service call has been created, the dates for scheduled visits can be changed depending on the customer’s availability. All future visits can also be easily tracked with respect to time using the HVAC business software for contractors.

View the daily schedule for assigned jobs

The technician and contractor both can keep an eye on the daily schedule which shows jobs according to the day, date and time. The Scheduler view for a contractor differs from that of a technician’s in a way that a contractor can view, assign and appoint different jobs to technicians while a technician can only view and perform a job assigned to him.


Automated alerts and notifications for important updates

Sending important phone notifications and SMS alerts so that your technicians never miss an appointment is another useful feature of HVAC service scheduling software. The service reminders free you from having to manually send updates to customers, HVAC field technicians, and back office staff.

 


Preventive maintenance HVAC checklist

Make your own customized checklist for each job or use the same default checklist to ensure all the necessary measures and steps have been carefully listed. The technician can view the list directly on the mobile app and perform checks according to the Air conditioning contractor’s preventive maintenance checklist.

 


Improve cash flow for your heating ventilation and air conditioning company

Get notified in real-time when a job is complete, letting your technician invoice from site or invoice from the office on the same day. Get paid for future work orders or recurring visits on time, keeping your revenue stream consistent. Create quotations, estimates, and invoices for a job and email them to your customers directly from the mobile and web-based Air Conditioning service software solution.

 

Using the Preventative Maintenance scheduling, dispatching and work order management software can help you counter unexpected machines stoppages and product breakdown issues hence ensuring excellent customer service and giving your business a new exposure and boost altogether.

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