HVAC Service Software Modules
The HVAC and Plumbers Pack Service Software seamlessly integrated with your existing QuickBooks® Software. Provides a modular solution based on your specific needs. The Base Office Scheduling Module is the hub of your office operations. There are five other optional plug-in modules including:
- Field Mobile Apps for your field service technicians using Apple or Android smartphones and tablets
- Estimating and Proposal Module
- Tracking and Call Center Module
- Job Contracts Module
- GPS Interface Module
The Base Office Scheduling Module streamlines your day-to-day customer billings and business operations. You may also limit office user access so QuickBooks® is not accessible to your field technicians using the Field Mobile Software Apps.
As part of the Base Office Scheduling Module, you will also be able to track customer work orders and equipment history, PM's and service agreements. A convenient Google Map is available with your scheduling calendar(s) to help with routing including an option to use the Fireline Interface GPS Module.
The Office Estimating and Proposal Module allows you to create customer estimates and proposals using the QuickBooks® items list plus other Excel part list spreadsheets perhaps provided by your suppliers. Estimates may be activated as sales to create installation work orders which may be scheduled on the calendars.
The Tracking and Call Center feature has several features including Tracking new call advertising sources; Recording all of your incoming telephone messages which can be turned into sales or service opportunities; Review and track all of your calls to be sure they have been completed using the Fireline Informational Dashboards.
The Job Contracts Module allows you to create a schedule of values, create multiple work orders, track costs and do progress billings. It does not support printing the AIA G703 or G703 forms. Invoices are created in QuickBooks®.
The Management Insights Graphs ( similar to the QuickBooks® Insight Graphs) allows you to see graphical snap-shots with drill-down capability for items like: Technician Profitability, Call Backs, Gross Sales by Sales Rep, Unbilled Work Orders, Active Agreements and Renewals Pending and Sales Conversions.
GPS Interface Module allows you to connect your Traxxis GPS service with your Fireline calendar. TraxxisGPS is an approved Fireline Systems GPS service partner. Fireline Systems provides an optional GPS Integration Module which pulls your GPS truck locations into the Fireline Dispatch Board Map to view both your service work orders and truck locations.
The HVAC and Plumbers Pack Service Scheduling Software for QuickBooks is simple-to-use and easy-to-learn.
If you are considering the HVAC and Plumbers Pack Service Software solution for your operations contact us to discuss your specific software needs (800) 890-8614