Seasonal maintenance, no-heat emergencies, and installs all live on the same calendar - without you having to babysit it.
HomeServicesIT keeps seasonal maintenance, no-heat emergencies, and installs on one calendar that doesn't need babysitting - plus the photo proof, service history, and on-site invoicing an HVAC business runs on. Flat pricing, no charge per technician.
The three things that cost hvac companies the most time and money - and why the usual way of handling them doesn't cut it.
Today: On a paper schedule, squeezing in an emergency means manually reshuffling every other stop and hoping the techs actually hear about the change.
Today: Spring and fall tune-ups across dozens of customers live in a spreadsheet that's always slightly out of date - and the ones that slip through are renewals you don't get back.
Today: Service history lives across invoices, texts, and memory, so a simple question turns into fifteen minutes of digging - or a shrug.
Same three problems, handled by design instead of by hand.
Assign the no-heat call to whichever tech is closest and HomeServicesIT re-runs just their route for the day. The rest of the schedule - and the other techs - are unaffected.
Set up spring and fall tune-ups as recurring visits once, and they land on the calendar automatically every season. No spreadsheet, no missed renewals.
Every unit, filter type, and service date is tied to the property, so 'when was my filter changed?' is a two-second answer - and photo proof of each visit backs it up.
Dana runs a small HVAC company with two techs, and fall is the crunch. Tune-up season used to live in a spreadsheet she updated between calls. Now every maintenance customer is a recurring visit that schedules itself, so the season fills the calendar without her rebuilding it by hand - and no renewal quietly slips away.
On a cold morning in October a no-heat call comes in. Dana assigns it to whichever tech is closer, re-optimizes just his route, and he gets the update on his phone. The other tech's day of tune-ups never moves.
That afternoon a long-time customer asks when their filter was last changed. Instead of digging, Dana pulls up the property: the unit, the filter size, the last three visits, and the photos from each. She answers in seconds, and the customer can see the same history in their portal - which is a big part of why they keep renewing.
Good, better and best on one quote, each costed out, so you know which one you actually want them to pick.
Assign the call to whichever tech is closest and re-run just their route for the day.
Recurring visits for spring/fall tune-ups get scheduled automatically once set up.
Before/after photos of the filter, coils, or install give customers confidence in the work.
See what unit, filter type, and last service date before every visit.
Send the invoice the moment the tune-up wraps instead of reconstructing it after the fact.
Reduce drive time between tune-ups and installs across your territory.
No credit card required. See your whole schedule, customers, and invoices in one place from day one.
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