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Your Summer Checklist for HVAC Businesses

Posted by the Wintac team on Jun 8, 2018 10:16:35 AM

As you prepare for the busy season, we recommend that you take the time to evaluate your preparedness, productivity and effectiveness from last season, and that you carve out the time to come up with a better game plan this year. We promise that a little extra effort now will pay off in the long run.

Read on to learn more about what you can be doing now to prepare your technicians and your business for the upcoming summer months.

Implement a Business Management Solution 

Field service software like Wintac is designed to help HVAC service businesses streamline their daily operations, get organized, and work more efficiently. Having a centralized database allows you to electronically organize your customer records, easily access their service history and maintenance agreements, and even generate paperless work order and invoices. Mobile access for the techs in the field and integrated GPS solutions also help to increase communication and alleviate dispatching headaches, allowing your team to work smarter and more efficiently together.


Evaluate Past Promotions

If you haven’t already, now is the perfect time to evaluate how any past promotions or marketing campaigns performed. Before you just fly by the seat of your pants, figure out how you can make your promotions better this season, and further, how you can leverage new tools to capitalize on your efforts even more. Now is the ideal time to get all your promotions ready, dot your “is” and cross your “t”, and start spreading the word about your campaigns to your technicians and customers. 

Get Reviews 

You know you’re going to be busy, why not take advantage of this opportunity to get some reviews? Reviews are so important for HVAC businesses as the majority of consumers use them before making a decision, consumers are more likely to spend more money with you if you have positive reviews, they help you reach a wider audience of potential customers, and they help boost customer loyalty.

Today, resources like as ReviewBuzz specifically help HVAC contractors get more 5-star reviews from simply sending an invoice!

Learn more about how you can started here.

Talk To Your Techs

A happy employee is a productive employee. Ask your techs, your dispatcher, your service managers, etc. what tools or resources they need going into the busy, hot, summer months. Now is the perfect time to assess what held you back last year from providing the best possible customer service or getting the job done in one visit. Proactively addressing these setbacks now will ensure a more successful season now.

Managing or running a HVAC company in the summer doesn’t have to be filled with complicated moments all the time. Following this checklist will help you have a successful and profitable season.

Our industry-leading solutions, designed to streamlinemanage and scale your business, are the best value on the market. Learn more at