Every HVAC business owner knows that efficiently running your HVAC business is critical to maintaining profitability in an industry that is highly competitive. To be successful, every business needs to maintain a fine balance between offering attractive prices to your customers, competitive pay to your workers, efficiently managing inventory and parts, and generating healthy profits.
XactRate is a complete HVAC Business Management System that reduces the complexity of service scheduling, inventory management, cost estimation, heat load calculation, Flat Rate pricing and knowing your company’s break-even costs and profit margins. Below are just a few of the ways in which XactRate HVAC Business Management System can be a perfect solution for helping you manage your business.
Service Scheduling
One of the challenges in the HVAC services business is “miscommunication”. Miscommunication creates confusion, loss of productivity and negatively affects customer experience and customer dissatisfaction. XactRate has a host of features that help in scheduling and job tracking. Recurring and future jobs can be seamlessly scheduled and follow-up with previous customers is easy to track. The software is extremely flexible (operates on iPad/Android and PC) and allows the scheduling of priority and non-priority jobs that lead to increased optimization of working hours, which in turn increases productivity of Service Techs.
Automatic Flat Rate Pricing
XactRate has product catalogs with Parts and Supplies from major Equipment Manufacturers that are updated frequently. XactRate product catalogs contain a comprehensive list of product pricing data with a clear organized list applicable to virtually every possible repair. This has multiple benefits for your business as well as your clients. XactRate takes the guesswork out of job estimation (parts and labor) and provides multiple options for customers to choose from based on their budget. The customer need not worry about hourly rates as XactRate calculates a flat rate for the assigned work and helps ensure customer satisfaction since all product and labor costs are provided upfront. The customer makes an informed choice and hence avoids getting blindsided with unforeseen hourly rate labor or parts expenses.
Manual J-Comparable Heat load Calculation
Heat load calculations depend on many variables making the calculation of heat load a complex task. Geography, choice of building materials, orientation of a building, number of occupants, the quality of insulation, and HVAC technology used are just some of the variables that significantly affect heat load estimations. XactRate has created a proprietary, easy-to-use heat load calculator that simplifies all these variables and hence provides an accurate heat load estimate. Correct heat load estimation is very important because guessing and misestimating can lead to serious problems for the customer and your business.
Client Relationship Management
Every business not only needs to attract new customers but also retain their existing customers. “Customer Retention” is extremely important to the success of any business. They are the source for repeat business with well-established expectations and if managed properly, they will provide free and effective ‘word-of-mouth’ marketing and hence get new customer referrals. XactRate has tools like Service Agreements and reminders that enhance your customer’s relationship with your business. XactRate helps you utilize historical client data to help you maximize customer satisfaction and profitability.
Additional features
Apart from the above mentioned, XactRate has many additional outstanding features such as:
- Available on PCs and iOS and Android platforms mobile as a mobile app.
- GPS driving directions.
- Offline mode that works on iPad/Android even when the internet access is unavailable. All data gets synced to the cloud as soon as the internet connectivity is available.
- Cloud storage provides high reliability of data storage, data security, and automatically updates all users in real time.
- No software for you to install or update.
- Technical assistance and training to field techs so that the software is utilized to its maximum.
In short, XactRate provides a one-stop solution that addresses virtually every key function of HVAC business management and makes your HVAC business more PROFITABLE!
For more information on how you can use HVAC software to save you both time and money, contact XactRate at 504-737-1957 or at support@xactrate.com.