Business owners and sales managers can use applications which help them with business. In customer relationship management (or CRM), there are numerous applications and programs to choose from. Certainly, finding the right one seems like finding water in the middle of a desert. A good CRM system is great for basic things like customer contact info on up to more complicated stuff like bids submitted, invoices, and HVAC financing. TGUC Financial can help your clients with HVAC financing. The following apps can help with CRM.
in Field Consumers play a huge role in proving a company’s profitability. Modern consumers also require modern ways. They prefer working with any business personnel who is proficient in using the latest technology. This will also help in avoiding any embarrassing situation which will reflect on the company’s reputation. An example scenario would be where a person from your company shows up in a meeting with a client equipped with a pencil or pen, paper and calculator while someone from a competitor arrives with gadgets such as an iPad, Laptop, a smartphone full of applications and even a portable projector.
Some suggestions to start with
Here, we list some of the top applications and programs based on the web and some reviewed industry publications. The list is composed of useful applications that are available for instant installation. Please do note that this list was made solely to make it easier for business owners to find the right one. The choice is still up to you whether to follow it or research on your own, so that you can still assess the quality of an application or program based on your company’s specific business needs.
Top 5 HVACR CRMs to Track Customer Info and HVAC Financing
Some business management software systems provide modules. These modules can be used in handling marketing, estimating, service contacts, scheduling, accounting and more. Forget those 3 x 5 cards because now we use customer relationship management, also known as CRM, which is a much easier way of tracking and keeping records of all interactions with customers.
1. FieldEdge
Those who use QuickBooks can remove double entry, as well as keep features that they enjoy and are of actual use. There are also modules in FieldEdge that automate service agreements, dispatching, marketing, tracking customer history, and more.
2. JobProgress
JobProgress is especially designed for home improvement contractors. Its system features include workflow, operations and customer relationship management, and also estimating, scheduling, and business development.
3. mHelpDesk
mHelpDesk’s CRM system is equipped with the ability to schedule or dispatch, work order and service contract management, accounting, and inventory.
4. ServiceTitan
Including HVAC, ServiceTitan aims at any home service companies. Its system performs tasks such as tracking booking rates as well as estimating sales and other key KPIs. It also synchronizes any job data with the office and makes invoices.
5. Wintac
Wintac helps in managing various tasks which include scheduling or dispatch, service agreements and proposals as well as accounting. It also has a comprehensive CRM system.
Top 8 HVACR Mobile Apps and Utilities
There are apps that are free and inexpensive but are still of quality. They can do everything from calculating system performance to estimating material requirements just as the expensive apps could. There are hundreds of choices, so listed below are some interesting examples with their particular features.
1. ASHRAE Psychrometric Chart App
This is an app that plots HVAC and other psychrometric processes. It will then send all results through email. It was published by the American Society of Heating, Refrigerating and Air-Conditioning Engineers or ASHRAE. Unfortunately, this app is currently only available for use on an iPad.
2. HVAC Calculator Pro
This app can easily perform 70 HVAC engineering calculations.
3. HVAC Duct Sizer
With the use of constant friction method, it can determine the size of how an HVAC duct can run.
4. HyTools
This app is a user-friendly hydronic calculator, designed for HVAC professionals.
5. iManifold
The program can calculate HVACR system performance as well as system problem troubleshooting with the use of user input and dynamic, live system data.
6. MeasureQUICK HVAC
This app is cloud-based and has a dynamic measurement checklist specifically made to help in diagnosing system problems.
7. Refrigerant Slider
This program is a “pressure-to-temperature” refrigerant converter with more than 75 refrigerants. It is also one of several apps from Danfoss, which is an equipment manufacturer in Denmark.
8. Viega Radiant Estimator
This app estimates required materials based on the installation data which includes square footage and tubing size.
Again, these are just examples of particular apps that could effectively help in selling, planning and managing HVACR projects. You cannot solely base off on these kinds of suggestive lists when it comes to choosing the right app for your business. It is still important to do your own assessment, so that you can decide and identify which apps are the best based on your specific business needs.
HVAC Financing with TGUC Financial
TGUC Financial can help your clients with HVAC financing. Don’t lose potential HVAC or AC clients for financial reasons. We can help them get the financing they need. Contact us today.
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