The unit matters more than the address
Make, model, age and what was done last time decides the parts on the van and whether the call is one visit or two.
HVAC
The equipment has a history. So should the customer record.
HVAC is service calls, maintenance agreements and equipment that lives for fifteen years. The value is in knowing what is installed before the van leaves.
What the work actually involves
The parts generic software gets wrong.
Demand is seasonal and brutal
The first hot week produces a month of calls. Dispatch has to cope with a queue, not a tidy calendar.
Maintenance agreements are the stable revenue
Recurring service is what carries the quiet months, and it only works if the intervals are tracked.
In ManePilot
How the workflow maps to it.
- Equipment and service history held against the customer and the site
- Recurring maintenance visits scheduled on the same calendar as reactive calls
- Estimates and invoices carrying parts and labour through from the job
Questions
Asked by hvac businesses.
Can I track equipment, not just customers?
Yes. The same structure that holds a vehicle record holds equipment, so service history stays with the unit.
Can I run maintenance plans?
Recurring visits handle maintenance intervals alongside one-off service calls.
Related
Close to this work.
Built for the way hvac actually runs.
Set up your services once, and the schedule, booking page and invoices all work from them.