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HVAC Service Software - HVAC Management Software for Maintenance & Contracting
HVAC Service Software, designed to streamline trade services in the Heating, Ventilation, and Air Conditioning industry
Eworks Manager has developed a one-of-a-kind product that can be customized to suit any business. Our unique customization and approach has allowed us to create a software package that will help your HVAC business grow. Our software concentrates on the needs of the service industry which fits in nicely with the HVAC industry and the recurring maintenance needed to keep the systems running optimally. We have included various features and a number of add-on's for those looking for better control over their business.
With Eworks Manager's Mobile App, your HVAC technicians can capture photos of work done on-site. This is especially handy if work evidence needs to be given to either the office staff or the client. If your clients have a query or issue that needs to be resolved, they can easily create a support ticket in the system for you to manage. With our HVAC Management Software, you can also see how long a project takes and how many hours your workers have worked. This allows you to calculate wages and salaries accurately.
Automatically Create Recurring Maintenance Jobs
With our Recurring Jobs feature, you can create and schedule jobs that reoccur daily, weekly, or monthly. Once you have created a recurring job and set a recurrence rule, our system will automatically create future jobs based on the rules set. Your automatically generated jobs will appear a defined time before its due date and allow you to allocate the job to a team member.
Asset Management & Maintenance
Our Asset Management Software allows you to create, manage, and maintain recurring and urgent jobs, invoice against assets, recurring invoices, and maintenance services.
Keep track of all your assets, no matter where they are. These could include office equipment, vehicles, or customer assets. Asset types can be created to categorize your assets, such as boilers or extractors.
Plan & Assign Jobs Efficiently
The Time Planner is the perfect tool to slot in jobs to available workers. See who is available and then slot the job into your employee's calendar with our drag and drop method. You can assign callouts using smart or auto planning. Once saved, our HVAC Scheduling Software will automatically sync updates to your staff's schedules on the Mobile App.
Generate Estimates and Convert to Jobs with Ease
Create estimates and print or email them directly to clients. Estimates can easily be converted to jobs while retaining every bit of information captured within the estimate, including images and notes.
Our HVAC Estimating Software speeds up the conversion process by allowing technicians to create estimates on-site.
Authorize Jobs and Invoice Quickly and Easily
Customize your invoices with your company's brand, layout, and structure. Manage overdue invoices and set payment terms for each client. Eworks Manager integrates into Sage One, QuickBooks, and Xero accounting software and allows you to export your finances for accountants or bookkeepers.
Our comprehensive invoice reporting section gives you a breakdown of all invoices and their status. With this data, you can see which invoices have been paid and which are still outstanding.