HVAC & Field Service
These industries are comprised of companies that sell new equipment and parts to both commercial and residential customers. HVAC companies primarily install and service heating, ventilation, air-conditioning (HVAC) and refrigeration equipment. Companies typically manage many resources across one or more locations that represent the “field service” team. This team may perform tasks that include new installations, additions, alterations, maintenance and repairs. Field service management features in integraSoft enable companies to manage schedules and dispatch, tasks/activities, integrate with inventory, billing, accounting and other back-office systems. The organizations often have some point of sale for the parts desk, provides bids and quotes for new jobs along with managing the sales pipeline.
Point of Sale
Our software is conveniently programmed to be used with bar code readers, cash drawers, receipt printers and display poles. Increase your accuracy while providing real-time integration using integraSoft ERP to manage a single location or tying together multiple locations.
Mobile Selling Solutions
Enable sales and service reps to increase sales and improve service with mobile solutions. Having customer information readily available will allow more customer face time to sell and service products. Field teams can quickly create accurate orders at customer sites and answer questions while managing tasks, activities and appointments. Manage the sales pipeline with current sales totals vs quotas.
Customer Management
With a 360° customer management approach, enable the organization to organize tasks and activities, schedule appointments, document customer files and have quick easy access to up-to-date customer information including orders, products, vendors and purchase orders. Empower employees to act quickly throughout all departments.
Serial Tracking
Associate customer purchases with serial numbers of the products that fulfilled the order. Have information readily available for warranty and servicing needs.
integraSoft for HVAC & Field Service
We understand that the right product needs the right people behind it.
