Equipment Proposals

Create consistent, profitable proposals every time. Create “affordable” proposals showing monthly financed price. Turn any technician into a seasoned salesperson. Eliminate competition by providing multiple Good/Better/Best options. Installation checklists make communicating with the installation team a breeze. Sell more accessories and services.

Customer Management

Quickly Find Customer Information. Send Updates. Simple Schedule Management. See Customer History.

Invoicing

Ability to double check invoices before they are presented to the customer. Invoices are designed to sell service agreements. Search, find and click to add standard repairs to the invoices. One-click to toggle between residential and commercial invoices. Add customer notes. Add technician notes that are hidden from the customer. Use coupon codes to tie together marketing campaigns. Integrate with credit card processing to collect payment on the spot. Sync invoices to QB.

Online Invoicing & Payments

Convert single or consolidate multiple jobs to invoices in a single click, and receive check, cash, or credit card payments with a built-in, free payment gateway, FusionPay—no need for an in-person visit.

Timesheets

Weekly Summary. View Billable vs Non-Billable vs Travel. Organize Time into Departments. View per Technician or All Technicians. Daily sign off by technicians for injuries and vehicle damage.

Service Agreements

Automatic tune up reminders. Automatic renewal reminders. Never forget a tune up, Automatic scheduling of future service agreement tune ups. Not only will you never forget another tune up, but you’ll be able to plot them on your calendar for the duration of your service contract. Advanced active reporting. Invoices designed to sell service agreements. Flat Rate pricing designed to sell service agreements. Software automatically prices invoices based on the service agreement plan.

KPR Dashboard Reporting

Average Invoice Total Service Sales Average Service Ticket. Average Maintenance Ticket. Total Service Agreements Sold. Service Agreement Closing Rate. Equipment Sales. Average Equipment Sales Price. Total Calls Booked. Average Booking Rate. Average Service Ticket.

Online Scheduling

Make it Easy for Your Customers to Schedule Online. Customers want convenience. In this day and age, this means giving your customers the ability to schedule themselves, online and in real-time.

Reporting

16 Core, Configurable Reports that include: Daily Dashboard. Business Analytics. Technician Utilization. Pipeline. Technician Conversion Rates. Invoicing. Service Agreements – Basic. Service Agreements – Advanced. Upcoming and Open Service Calls. Technician Details. Equipment. Job Costing. Scheduled Emails. Communication Logs. Customers. Time Sheets. QB Sync Logs.

Recurring Billing

Our software provides several management views to help companies not only see what has been charged on any given day, but also what is happening in the future. Our Recurring Billing reports make it easy to know when credit cards are expiring and when customers are coming up on their final payment.

Diagnostics

Out of the Book Diagnostics for all Major Equipment Types. Customize Checklists for Your Company. Companies that Use the P3 Diagnostic Have a 28% Higher Average Ticket. Add Notes and Measurements. Simple Color-Coded Statuses Make it Easy for Customers to Understand Add Pictures.

Repair or Replace

Show Customers Specific Reasons Why They Should Replace or Repair! Analysis done in less than 2 minutes. Cost Benefit Analysis demonstrates the financial impact of both decisions. Email copies to the customer. Reports are stored permanently with the customer’s file. Scorecard sheds light on several factors that can influence the decision that not regularly considered.

Dispatching

Real-Time Status Updates of All Technicians and Jobs! Day, Weekly and Monthly Calendar Views. Dispatch Map to Visualize the Service Call and Schedule Appropriately. Automatic On-the-Way Alerts to your Customer. Open Call List to Never Forget an Appointment. Automatic Customer Notifications and Appointment Reminders. Never Forget Service Agreement Tune Ups. Technicians Receive Full Appointment and Customer Details on Every Dispatch. Neighbor Not Stranger – Send Technician Pictures and Bios to Greet Customers Before They Arrive.

Flat Rate Pricing

Flat Rate Pricing Software to Price Your Repairs Fairly and Profitably. Build trust and credibility by presenting HVAC flat rate pricing in a professional manner. Bullet list arrow icon | HVAC Business Solutions Everyone in the office and field is on the same page with a click of a button. Bullet list arrow icon | HVAC Business Solutions Our HVAC cost estimator is easy enough to use, it’ll get used on every service call. Bullet list arrow icon | HVAC Business Solutions Sell more service agreements. Bullet list arrow icon | HVAC Business Solutions Pricing you can trust – prices reviewed by wholesalers and contractors across the country and more. Bullet list arrow icon | HVAC Business Solutions Easy to find and explain repairs with diagnostic and HVAC flat rate pricing book. Bullet list arrow icon | HVAC Business Solutions Web-based administration module means no software to download or maintain. Bullet list arrow icon | HVAC Business Solutions Spend less time maintaining your pricing and reporting and more time on your business.