Why Now is the Right Time to Upgrade Your HVAC Field Service Software

August 19, 2018
3 min read

It’s amazing how often we hear from busy HVAC companies looking for a solution to the many headaches that they endure on a daily basis. They know they need to make changes not only for the health of their HVAC company, but for their own health as well. Unfortunately, many are caught in their operational trap, claiming that they’re too busy to make changes and it isn’t the right time to upgrade their

HVAC field service software. Every single day that HVAC decision makers put off upgrading their field service software, their business is missing out on growth and revenue opportunities.

A common fear among HVAC executives is the change-induced disruption and extra work that any major software upgrade creates.

How do you rationalize implementing a new field service management software for your company? Are you experiencing any of the following challenges?

  1. Call-to-service time is causing customers to wait too long
  2. Poor optimization in dispatch and scheduling, causing unnecessary truck rolls
  3. Low first-time fix rate
  4. Inefficient Maintenance Control Program
  5. Service-to-cash cycle is slow
  6. Lack of visibility into field service operations is resulting in poor forecasting
  7. Inventory is lost or being stock-piled in trucks
  8. Field employees are driving to/from the office just to drop off or pick up paperwork
  9. Invoices/Work orders are getting lost, destroyed or are illegible
  10. Information is being re-keyed into disconnected back-office systems
  11. Customer retention rate is low
  12. Inflated timesheets/overtime

So when is the right time to upgrade your HVAC field service software? Now!

As summertime winds down, so too does the busy HVACR season. This lull is the perfect time to address your business processes and your field service software needs. The offseason provides the time to take a serious look at the operational efficiencies of your company and evaluate what is working and what needs to change.

Here is our recommended timeline for contractors looking to upgrade their HVAC field service software:

September – Cooling season is over! September is the perfect time to shop around. Do your research, ask questions, and view software demos.

October – You have chosen your new software. October is the month for planning the transition from start to finish. Work together with your new partner to ensure nothing is missed.

November/December – It’s time to implement the software and put all the planning into motion. Don’t forget the test run!

January – Go live! Now you can take on more jobs, grow your business, and strengthen customer & staff loyalty.

Each day that you delay is costing you money, and potentially putting you at a competitive disadvantage. HVAC companies that have taken the time to upgrade their field service operations and connect the field with their back office have realized significant improvements in field efficiency. This has not only created a more satisfied workforce, but ultimately it has improved customer satisfaction, resulting in additional opportunities for growth and revenue. With a knowledgeable and experienced partner, the transition from paper to automation can be seamless.

Contact FIELDBOSS and make your next busy season a breeze.

#HVACsoftware #SoftwareUpgrade