With so many options available, choosing a great accounting software can be difficult. Especially when you are just starting an HVAC business. Intuit QuickBooks is one of the most popular small business accounting software, but there are a lot of best accounting software for hvac businesses that can offer more features for your company, depending on your needs.
There are hundreds of software features that make up the best accounting software on the market today. But if you’re a small hvac business or a contractor headed into your first year or two in business, accounting software costs – especially the expensive stuff – can be overwhelming and scary. There are several best accounting software to choose from, whatever you decide, you should consider the complete plug-in feature before purchasing. It is not a good idea to invest in something that will not meet all your needs.
Smart Service
As a small business owner, you already use QuickBooks to help manage your billing and accounting—so why not utilize QuickBooks to handle other aspects of your HVAC business? Smart Service empowers you to do just that. Smart Service is a QuickBooks add-on that integrates with your existing customer information to allow you to schedule, dispatch, plan routes, manage technicians, and deploy work order information to your crews via the iFleet mobile app. Managing your HVAC operations has never been easier!
Schedule Jobs Using Your Data in QuickBooks
Smart Service fully integrates with your customer data in QuickBooks, so scheduling a job with all the right details is a breeze! View your crews’ schedules for the week in one window. Then, simply click and highlight the available gaps to schedule a new job. Start typing your customer’s name, and Smart Service will do the rest. Pull up the address, work history, and any other notes you may have stored in a single click. No more handwritten calendars or double data entry into QuickBooks—Smart Service is HVAC software for QuickBooks that simplifies it all!
Make Dispatching a Breeze with HVAC Software for QuickBook
With Smart Service, you can easily dispatch workers without rifling through filing cabinets, double booking technicians, or making multiple phone calls to set up appointments. When a new job comes in, simply find an active technician with time available in their schedule to create the new job. Smart Service will pull in all your existing customer information, work history, installed equipment, and any other pertinent data your technician needs to get the job done. Simply save the new job and iFleet ensures your technician gets the information right away.
Send Updated Work Order Information to Technicians in the Field
With the click of a button, send updated or new work information directly to your field technicians with iFleet, the mobile field service app and Smart Service companion. Gone are the days when your technicians called to find out where they needed to go next. Don’t mess with handwritten work orders ever again. All techs need to do is check their mobile device! With iFleet, your technicians can also update job progress, add line items for any services rendered, and collect customer signatures. Once the job is complete, Smart Service will use the work order information to generate a ready-to-bill invoice right in QuickBooks, ensuring your billing stays accurate and remains comprehensive for all services rendered.
HVAC Software for QuickBooks That Can Do It All
Smart Service is more than just HVAC scheduling software; it is software for QuickBooks that better runs every aspect of your HVAC company. Think about all the time and hassle you could save with an HVAC software solution that can:
- Manage customer database
- Maintain job notes
- Optimize HVAC service routes
- Store customer work history
- Set up recurring service appointments
- Assign jobs to technicians
- Manage and monitor inventory
- Create and schedule job estimates
- Track technicians out in the field
- Track customer installations and equipment
- Collect and log payments
- Generate invoices upon completion of work
- Receive work updates from technicians out on the job
- Track employee time
Jobber
WHAT WE LIKE
Batch invoice creation
Robust client portal
Interactive user community
OVERVIEW
Price Range: $$Starting Price: $29/month
Client OS: Web, iOS, Android
Jobber is an HVAC business software–providing estimating, quoting, scheduling, dispatching, CRM, and payment processing. This helps your teams dispatch estimates, installs, repairs, and track jobs all in one place. Jobber also offers free product coaching and has a private Entrepreneurship Group that lets users ask questions and share advice with thousands of other business owners.
Why We Like It: Jobber knows what its strengths are–scheduling and dispatching–and does them well. The calendar offers a variety of views (monthly, weekly, grid, etc.), and depending on how your day is scheduled, you can view overlaps and who is available for dispatch purposes. There is also a map view that lets you view days out into the future and show different locations so technicians can see ahead of time where they’ll be on a specific day.
In addition to scheduling and dispatching, Jobber provides estimating and quoting, CRM, and invoicing with online payments. This lets your employees schedule HVAC assessments and work requests, build quotes in the field, let clients approve and request changes within their client hub, and keep track of service agreements.
Jobber also integrates with two of the most popular accounting software options available (QuickBooks Online and Xero)–allowing your business to continue using the financial package it’s used to while implementing featured dedicated to the service side of your business. Jobber will usually run promotions for new users, with their lowest package starting sometimes starting at $25/month for the first 3-months ($49/month thereafter).
Housecall Pro
While Housecall Pro can serve a variety of industries, the solution was made with HVAC businesses in mind. The software provides customer management, service plans, a price book, sales proposal tools, QuickBooks integration, consumer financing, and reporting options. It also offers GPS fleet management, dispatching, and online payment processing.
Why We Like It: Housecall Pro offers strong functionalities both in the office and in the field. This means both management in the office and technicians out in the field can get access to scheduling, invoicing/estimating, and payment collection.
The combination of desktop and mobile use allows you to manage scheduling by setting up new and recurring jobs, both notifying and dispatching technicians and estimators, and managing time and location details surrounding a job. Invoice and estimating capabilities provide customers with a record of both proposed and completed work. The sales proposal features allow you to present pictures and detailed options–giving customers clarity they may desire. Housecall Pro also includes HVAC maintenance contracts, which itemize services for a specified fee. This helps frame maintenance contracts as savings opportunities and allows you to itemize benefits your business can provide.
For small businesses, these features are very affordable–starting at $49/month. The solution also integrates seamlessly with QuickBooks, a preferred small business accounting software by many, which means your business can continue to use the financial solution it’s used to while adding HVAC and service features that you need to grow.
FieldEdge
FieldEdge is an HVAC service software that equips technicians with the tools needed to ramp up efficiency, generate bigger tickets, and provide customer service. Using the mobile app, technicians can access a customer’s full work history to have all the information required to get the job done. They can also access a fully customizable price book with “good”, “better”, and “best” options to help increase sales. Finally, invoicing in the field is possible upon job completion–allowing clients to sign off on work done and technicians to collect payments in the field.
Housecall Pro
While Housecall Pro can serve a variety of industries, the solution was made with HVAC businesses in mind. The software provides customer management, service plans, a price book, sales proposal tools, QuickBooks integration, consumer financing, and reporting options. It also offers GPS fleet management, dispatching, and online payment processing.
Why We Like It: Housecall Pro offers strong functionalities both in the office and in the field. This means both management in the office and technicians out in the field can get access to scheduling, invoicing/estimating, and payment collection.
The combination of desktop and mobile use allows you to manage scheduling by setting up new and recurring jobs, both notifying and dispatching technicians and estimators, and managing time and location details surrounding a job. Invoice and estimating capabilities provide customers with a record of both proposed and completed work. The sales proposal features allow you to present pictures and detailed options–giving customers clarity they may desire. Housecall Pro also includes HVAC maintenance contracts, which itemize services for a specified fee. This helps frame maintenance contracts as savings opportunities and allows you to itemize benefits your business can provide.
For small businesses, these features are very affordable–starting at $49/month. The solution also integrates seamlessly with QuickBooks, a preferred small business accounting software by many, which means your business can continue to use the financial solution it’s used to while adding HVAC and service features that you need to grow.
WHAT WE LIKE
Mobile-first platform
Detailed equipment history
Paperless invoicing and mobile payments
OVERVIEW
Client OS: Web, iOS, Android Demo Pricing
FieldEdge is an HVAC service software that equips technicians with the tools needed to ramp up efficiency, generate bigger tickets, and provide customer service. Using the mobile app, technicians can access a customer’s full work history to have all the information required to get the job done. They can also access a fully customizable price book with “good”, “better”, and “best” options to help increase sales. Finally, invoicing in the field is possible upon job completion–allowing clients to sign off on work done and technicians to collect payments in the field.
Why We Like It: The mobile app is always paired with the office–letting office personnel view which technicians are nearest to the customer’s location. This helps intelligently route technicians to the new job. The office personnel can easily send all-important work order details directly to the technician’s mobile device. Techs will also have access to the needed forms to complete the job.
Technicians can also easily pull up the previous history done at the customer’s location–letting the technicians understand the full scope of the job. The technicians can even reorder parts on the spot and give the customer a timetable for when the parts should arrive and thus the work be completed. Payment can even be collected on the spot with FieldEdge’s built-in payment processor.
Conclusion:
Whether you’re looking for a best accounting software for small hvac business or if you are looking for a best accounting software for hvac business—there are several features you might want to consider. These features include: scoring tools, automated inventory management system, invoice management, and customer relationship management.