HVAC maintenance agreements are crucial for driving revenue, with a successful maintenance contract program easily accounting for 50% or more of your HVAC company’s annual revenue. Below, we’ve delved into
Job Management Software
We know that when business is good, staying on top of all the jobs constantly flowing in can be difficult. With FieldPulse, you can manage status updates, comments, notes, files, photos, related records, and job duration logging from anywhere, so no matter where your day takes you, rest assured that every job is completed accurately and on time.
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Work Order Management
With FieldPulse’s work order software, you can organise your technicians into teams, and even assign managers. Your team structure can be as simple or complex as necessary to fit your business’s needs, allowing you to distribute your workload in the most efficient way possible.
Easily customise and organise your jobs with custom fields, job tags, color coding, and related records. Create quotes and invoices directly from your jobs, or vice versa!
FieldPulse lets you instantaneously change job statuses and view live updates from your mobile, tablet, or computer. Add comments to jobs and send team managers push notifications about them so everyone stays on the same page.
FieldPulse’s Task Management ensures your techs have all the information they need to complete every job. Instantly view arrival and departure checklists, quality assurance documents, and save frequently used subtasks as templates for easy and adjustable job creation on the fly. Assign tasks to individual technicians or teams, and attach files, photos, custom forms, equipment manuals and more to deliver the best quality of work.
The days of spending hours tracking down who was responsible for what task, and when it was completed, are over. Easily check off all the necessary tasks that each job requires in even the most hectic situations, ensuring that no steps are overlooked along the way.
The FieldPulse app also lets you attach files, photos, custom forms, purchase orders, and equipment manuals digitally for easy access wherever the day takes you.
Field Service Project Management
There’s a lot that goes into making a job successful, and seamless project management is a big part of that. With FieldPulse, you can ensure that your projects are always up to date with completion percentages and status and acceptance notifications.
Duplicate jobs, group them under projects, or even make them reoccurring with interval options like monthly, quarterly, annual, or custom ranges.
For longer term projects, FieldPulse helps you keep track of all the details with notes, comments, service history, status updates, location tagging, and file and photo attachments, so nothing gets lost in the shuffle.
Mark certain tasks so that they can only be viewed by managers, who can assign them to certain individuals or teams. Even notify your customers of a task’s completion via the Customer Portal.
FieldPulse’s Time Tracking feature gives you the power to track your technician’s time with geotagged location updates. Enable your techs to clock in and out on specific jobs and view your team’s time at a macro-level with our Timesheets feature.