HVAC Management Software

Job Management Software for your HVAC business

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HVAC Management Software

Connect your engineers with HVAC Management Software 

Transform the way you your engineers communicate with a business management software to manage and track jobs

See how WorkPal can help your team work better together with our FREE demo. 

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Benefits of Using HVAC Management Software:

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Improves Efficiency

Streamline how you schedule and allocate jobs to field engineers. Real-time information from the mobile app is automatically synced back to the office.

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Ensures Compliance

All data is stored securely on WorkPal and is easily accessible for auditing purposes including all historical information.

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Better Service Delivery

Provides customers with up to date and accurate information on job progress, costs and projected completion. Clients can see all information attached to the job in real-time.

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Enhances Communication

Office staff and field engineers have a better line of communication through WorkPal. Avoid using multiple platforms for internal communication.

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Centralised Data

As a cloud-based solution, all data is stored in one centeralised location, giving staff the ability to access information from anywhere, at any time.

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Saves Money

By reducing the amount of paperwork coming through your office and replacing manual data entry with digital processes, you can allocate your budget to more important areas of your business.

Key Features of HVAC Management Software:

Job Scheduling

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Drag & Drop

Easy to assign, change and update any job

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Job Status

Full overview of every job scheduled for work

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Job Overview

Colour allocation to easily identify job status

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Instant Allocation

Colour allocation to easily identify job status

Quotes & Invoicing

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Integrations

Integrate seamlessly with Quickbooks, Xero & Sage

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Quotation to Invoice

Raise quotations through WorkPal and on acceptance raise a job with one click

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Improve Cash Flow

On job completion WorkPal will raise an invoice based on pre-defined rate rules, schedule of rates and parts.

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Asset Management

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Scanning

Identify assets, log faults and record materials used with asset scanning QR or bar codes.
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Monitor

See the movement and service history of all assets logged on the WorkPal system.
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Reports

Run asset reports to identify continuously failing assets and reduce the risk of downtime.

Connected, to get the job done.

Request your FREE demo today