Set your HVAC Company Apart From the Competition

October 7, 2013
HVAC, Microsoft Dynamics CRM
2 min read

With just a few changes, you can create a positive experience that will set your HVAC company apart from the competition:

1. Mobile Devices, smart phones & tablets: Using a tablet with a form application or our FieldBoss HVAC Solution will allow the customer or contractor to input information quickly. The advanced technology of tablets and apps will give the customer a one-step process without the redundancy. Tablets also introduce a visual element to traditional forms. Zoom in on product features, display product highlights, and turn a 2-dimensional form into an interactive selling experience. With FieldBoss, you can have real time access to all your information even in areas with no reception!

2. Organized Scheduling and Dispatch: Never send the wrong technician with the wrong equipment ever again. With FieldBoss, you can efficiently schedule technicians and equipment with a rules-based scheduling engine that is completely integrated with Microsoft Outlook. Maximize technician utilization by optimizing call routing that can be accessed from a mobile device.

3. Integrate with Accounting: Having your CRM system integrate with your accounting system maximizes your business efficiency. You can finally share your financial data with your sales team. Not only will you be able to view customer information, but connecting with QuickBooks or another popular accounting system, you can also track expenses, create customer reports, and gain insights so you can better forecast. FieldBoss integrates with all popular accounting systems. It also integrates optimally with Microsoft Dynamics GP financial and inventory management so that you can organize, operate, analyze, and manage your business using software from a single vendor, Microsoft.

Implementing a CRM system that was designed specifically for the HVAC industry will really improve efficiency in day to day activates like scheduling and tracking important information. For more information on FieldBoss for HVAC Contactors, please contact us.

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