The 5 Best HVAC Software Options for Your Small Business

With so many of us following the new normal of “work from home” culture, it is no wonder that the demand for global energy will rise. And that is having a positive impact on the HVAC service providers. It is predicted that more than 50,000 new jobs will be available over the next decade. 

So, if you’re in an HVAC business or considering starting one, you have got the right momentum you needed! Chances are higher that your energy audit services will grow faster than you ever expected.

While such a huge demand and opportunities stand ahead, you must be prepared to handle the fieldwork, technicians, and revenues flawlessly. Many of you may find playing with spreadsheets or old manual methods to carry out home energy audits pretty cool. But such conventional methods of heat load calculation are a waste of time, effort, and money. Instead, you should be focusing on HVAC business software to automate the business to handle the increased demands in the future.

The right HVAC software empowers you to boost profits and streamline your residential energy audits or fieldwork. However, choosing the right HVAC software for your business is not something you can do easily.

Today, the market is flooded with different home energy solutions and applications. So, how are you going to decide which software is suitable for your residential energy audit or heat load calculation services? There are a lot of things you have to consider to find the right HVAC software for your energy audit services. And to help you out, we’ve prepared a list of the 5 HVAC software for you! So, let’s take a look at each of them in more detail.

• EDS

It is one of the most renowned and advanced HVAC software. It is the easiest, fastest, and most accurate home energy solution on the market. The tool can help you identify the size, application, and type of HVAC system suitable for residential properties.

With this tool, you can easily transform your conventional HVAC business using an HVAC load calculator, easy to use interface, and dedicated customer support. Moreover, the software also brings an HVAC auditor to help the service providers to conduct an advanced audit for progressive HVAC and close more sales.

The good thing is that you will get exceptional support from the EDS team. The only downside is that you may have to choose from the different subscription models.

• Field Promax

When it comes to estimating projects and job costs, Field Promax emerges as one of the most popular and effective estimating software programs in today’s market. It is a top choice among various field service industries, including plumbing, HVAC, landscaping, pool service, painting, property management, electrical, construction, and more.

Compared to its competitors, Field Promax is highly popular because of its ease of use and comprehensive design. You just need to enter the relevant data, and it will produce the right numbers for you. It is a handy tool that lets you make accurate estimates with just a click. And the best part is that Field Promax is optimized for mobile devices as well. This means you can create deal-winning estimates even when you are not in the office.

• mHelpDesk

mHelpDesk is a field service solution known for its wide range of features and automation capabilities. Starting from the new customer acquisition to the payments and invoicing, it brings a whole host of features for HVAC service providers. The residential energy audit service providers can schedule, dispatch, billing, inventory management, and a lot more with this amazing home energy solution.

In case you wish to integrate it with QuickBooks Online or Desktop, you can easily do it seamlessly. Moreover, it brings an offline mode to help you use the application even when you are not having internet connectivity.

Talking about the pros of this home energy solution, you can leverage great customer support from the mHelpDesk team.On the downside, you may have to spend some time mastering this application.

• Service Fusion

It is a well-known cloud-based HVAC management software providing field management, payment processing, scheduling, dispatching, invoicing, inventory management, and many more interesting functionalities to the energy audit services providers.  

One unique feature that differentiates this software from others is that it allows users to customize their dashboard and define user-level permissions. Moreover, the user can get a bird’s eye view of sales revenue, payment processing, and product catalogs along with integrated voice/text messaging.

The good thing about the software is that you can integrate GPS tracking device hardware, VoIP systems, and QuickBooks Online with it. The only downside of the residential HVAC calculator is that it could be hard to navigate sometimes.

• FieldEdge

Yet another cloud-based software known for its exceptional field management capabiltiies. It helps energy audit services providers to validate their employee’s performance, manage scheduling and dispatching and manage customers and service agreements.

It brings a dispatch board from where the users can see the recommendations regarding the work orders based on the technician’s skills and location. Another interesting feature is a customized price book so that the service providers can define different prices for different customers. The software brings great customer support to the HVAC service providers but lacks usability.

• ServiceTitan

ServiceTitan, a cloud-based field management software, brings more or less similar features to any other HVAC software. However, the unique selling point of the application is its call recording, text messaging, marketing ROI, and conversion tracking capabilities. The HVAC service providers can even use the mobile version for the field technicians to process the invoices and payments.

It is well-known for its engaging user interface and great support. However, many of the service providers found it hard to navigate and learn.

Now, it’s your turn to streamline and automate your business with HVAC software!

These are some of the best Professional Home Energy Audits solutions most of the HVAC service providers found useful. Now it is time for you to understand your business pain points, the business requirements, and the kind of features you expect in order to choose the one for your heat load calculation business. If you are not clear about what you need, why don’t you connect with the Energy Design System (EDS) team? They can help you out!