As much as you love that corner of HVAC services that allows you to work with your hands, fix things, and work with people – if this is your business – loving the job is not enough!
You need to bring in those precious dollar bills so you can keep doing what you love. This might mean doing some not-so-fun things like logistics and planning. Now here is the good news you don’t have to do this by your lonesome! You don’t even need to get someone to do admin work! All you need is something like HVAC software by Workiz and you will be good to go!
24/7 Online Booking: A Game Changer
The schedule of an HVAC professional is relentless. With the demand to keep your clients comfortable and happy, every day looks different. While there are myriad variables that can impact your schedule (including emergencies or delays on the job site), there are ways to get ahead of changes and use them to your advantage!
With a powerful schedule at your fingertips, you can eliminate missed opportunities and ensure that you’re sending your technicians to jobs where they will be the most efficient. This not only increases the chances of a sale, but it also helps to increase your customer retention. Happy clients are return clients!
Effortless Pricing with Price Books
Providing accurate and transparent pricing to a customer can be a roadblock. Without real-time data at their fingertips, reps are forced to ballpark pricing or pick up the phone to call the office to sign off on estimates. Why rely on a rep’s best guess when it’s so easy to have access to pricing?
A thorough price book can be a huge timesaver. When your sales team doesn’t have to wild guess a price or, worse, take time to call your office for pricing, they work more jobs and close more deals. When a rep can provide accurate pricing in only a handful of clicks, they close jobs faster. If a rep can provide a price and schedule the job on the spot, even better. Time is money!
Power Up Your Proposals
Creating pitches and proposals is time-consuming and also has the annoying bonus of wasting your time. HVAC software can change that for you with automated sales proposals. Imagine creating custom estimates and proposals in a few minutes instead of a few hours.
Not only will this save you time, you’ll look more professional and appealing. Capture your client’s attention and quickly show them how you will help them solve their problems. With all the time you’re saving, you can focus on your sales game. Focus your efforts on prospective clients and never miss a beat.
Flexible Payment Plans: A Win-Win
More and more people are making the most of their money amidst a questionable economy. Offering your prospective clients financing options will greatly increase your sales conversions. With HVAC software at your disposal, you can now provide different financing options at the opportune time for your business during the sales process.
When you’re able to present your prospective client with affordable, quality financing for your services it opens the door for closing tactics. Closing a sale and offering a second option to a problem enhances the customer experience. They now can look to you and feel like you’re a reachable solution for their needs.
Automation for Speedier Estimates
Let’s face it: in sales, time is money. When your leads have promise, you need to make moves, and automation is how you do it! HVAC software can automate so many of your everyday processes. Everything from sending out estimates to follow-up emails will be taken care of so your team can focus on having that one-on-one interaction face-to-face with their customers.
Think about having your estimate already sent out as a lead is pulling away from their service call or conversation. This kind of efficiency is something potential customers notice and expect. You always want to be one step ahead, and automation is the way to get you there, leading to more sales overall.
Seamless Upselling with HVAC Software
Whether your techs are in the field or you have a dedicated sales team, HVAC software will give you the power to maximize sales and sell to your customers at every opportunity. By understanding customer trends and seeing what services or products are commonly added during estimates or service calls, you can set your team up for success and help guide them in offering more to their customers.
For example, you can be out on a furnace inspection, and the system can suggest to the tech to sell a high-efficiency filter or offer an extended warranty. Upselling is not a dirty term. It gives your customers the peace of mind they want when letting someone into their home. It also shows them that you’re not just there to sell but to make their experience with their HVAC system even better!
Bring Those Sales Into Your HVAC Business
Why work harder when you can work smarter with HVAC software? So hop aboard this train and don’t let it leave you at the station; your HVAC enterprise will thank you for it!
