HVAC Field Service Management
With Traverse Global Service, heating, ventilation, and air conditioning companies have the tools to manage the many moving parts of their business – streamlining operations to keep focused on making customers happy. Our all-in-one HVAC Software meets the needs for sales, installation, maintenance, and service with robust features to help you remain competitive in the industry.Learn More
HVAC Sales and Service Features
OSAS has the integrated functionality to handle every aspect of daily work from sales to service – tracking the initial customer contact all the way through the maintenance of purchased HVAC equipment. As one of the core processes of a commercial and residential HVAC service company, the solution efficiently schedules, dispatches, and manages sales reps and technicians in the field. HVAC Service Software also coordinates a businesses’ multiple assets including service vehicles, parts, inventory, and equipment. Our easy-to-use system efficiently manages everyday operations in the following areas:
HVAC Scheduling & Dispatching
Efficiently schedule the right technician and parts to an appointment at the designated time in the field, whether for installation, scheduled service, preventative maintenance, or emergency repair.
Parts Management/Inventory Control
Parts and inventory are tracked, controlled, and maintained throughout a company’s facilities and service vehicles in real-time.
Customer Information & Service History
Maintenance of customer information for sales and service-related interactions for all business customers.
Mobile Field Service
Allows sales reps and technicians to input data on the road, including estimates, work orders, billing, and invoicing, leading to more accurate inventory tracking and better customer service.
Quotes and Work Orders
Seamlessly tie approved job quotes to work orders and track services and time through to billing.
Interactive Reporting & Dashboards
With real-time information at your fingertips, drill into inventory, employee, and sales data to better visualize and forecast your business.
Tracks preventative maintenance contracts for purchased units to avoid breakdowns and downtime for customers.
HVAC Field Service Management Software Benefits
- Improvement in operational efficiency
- Better resource allocation
- Elimination of time wasted on filling out/filing paperwork
- Automation of administrative tasks
- Real-time insight with decision-making dashboards
- Greater accountability and visibility of key business data
- Standardization of business workflows
- Increased communication
Traverse Global Service HVAC Software provides tools to streamline processes and efficiently meet the needs of your customers, while improving the profitability of your heating, ventilation, and air conditioning business.