Run Your HVAC Business
From One System

HVAC shops running 5 to 50 trucks face problems spreadsheets and QuickBooks cannot solve.

• Dispatchers waste hours playing Tetris with routes
• Techs spend 2 to 3 hours per day driving between jobs instead of turning wrenches
• Sales teams send estimates that sit in email folders for weeks
• Install crews leave rebate money on the table because nobody tracks AHRI numbers

1Route Clustering Cuts Drive Time

Route optimization uses geographic clustering to group jobs within the same neighborhood. Instead of sending a tech from North to South to East, the system scores time slots based on proximity to existing appointments.

Impact: For a 10-tech shop running 40 service calls per week, this cuts 12 to 15 hours of drive time weekly. At $75 per billable hour, that recovers $45K to $55K annually in lost productivity. Fuel savings add another $8K to $12K per year.

2Multi-Option Estimates Close More Jobs

Single-price estimates force customers into yes or no decisions. Good, Better, Best pricing gives them three choices at different price points.

Close Rates: Shops using multi-option pricing report 60-65% close rates versus 40-45% for single-price estimates. For a shop writing $2M in proposals annually, that converts an extra $300K to $400K in sold work.

3AHRI Integration Captures Rebate Revenue

HVAC rebates from utilities and manufacturers range from $500 to $3,000 per system.

Most go unclaimed because:

• Techs don't know which equipment qualifies
• Documentation requirements are unclear
• Manual tracking is time-consuming

Impact: For a shop installing 100 systems annually, capturing 80 rebates instead of 20 adds $100K to $150K in revenue with zero extra labor cost.

4Property-Based Equipment History

Customer-centric systems lose equipment history when properties change hands. Property-centric systems attach equipment to addresses, not people.

Pull up 123 Main Street and see:

• Every unit installed
• Filter change history
• Warranty expiration dates
• Service technician records

5Mobile Apps Work Without Signal

HVAC techs work in basements, attics, and mechanical rooms where cell signals die.

Offline-capable apps:

• Sync job details before arrival
• Store changes locally
• Upload when signal returns

Time Savings: For shops running 200 service calls monthly, this eliminates 15 to 20 hours of office follow-up work entering handwritten notes.