Here’s 4 ways to use HVAC software to organize your service history:
1. Keep an Up-to-Date Customer Database
2. Take Notes on Service Calls
Many HVAC technicians don’t take notes about a customer’s equipment or what they observed on a service call because they don’t have the tools or the resources to do so, plus, it’s not convenient. Notes that are scribbled into a notepad or on the back of an envelope can easily get lost before they make their way back to the office to be added that customers file.
HVAC software that provides remote mobile access to technicians in the field makes it easy and effective for them to log and reference notes about the customer, the current call and their prior service history while on site. Mobile access allows techs to go paperless in the field. From a tablet or smartphone, techs can complete and update their jobs along with materials, parts, labor and other charges on a work order.
When techs have mobile access, it also helps them look prepared, organized, and able to provide top-notch customer service. A customer is looking for all of these things, and will be more likely to become a returning customer if your techs are consistently organized and providing excellent customer service.
3. Set Reminders for Services
4. Renew Service Agreements Before They’ve Expired
When you have a filing cabinet full of customer files, it can be hard to stay up-to-date on service agreements. If a service agreement lapses before you can renew it, or if it slips through the cracks and preventative work isn't done, it might be hard to retain that customer in the future.
HVAC software allows you to run reports on current service agreements, service agreements that are up for renewal and service agreements that have lapsed. If you can reach out to your customers and extend service agreements before they expire, your business will remain steady year-round and you’ll have better odds of retaining your current customers.
How do you organize your business’s service history?
Check out wintac.com for more information, and see what our management software has to offer!