HVAC Dispatching – Important Note The Important Note is the third type of Note that is excellent for dispatching. Often times, there is important information that the dispatcher needs to see so they can decide if that information is should be passed along to the Technician. For example, messages that are important during tune ups …
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HVAC Dispatching – Revenue Note The Revenue Note is another excellent tool for dispatching. Often times, there are specific recommendations made by a technician or comments made by the customer that represent a need for a product or service. Since these are revenue opportunities, we created a way to flag these notes separately so they …
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HVAC Dispatching – Forever Note The Forever Note is an excellent communication short cut for dispatching. Often times, there is specific information that needs to be passed to the Technician for a given Customer. For example, a gate code, special circumstances or preferences. In this situation, the Forever Note should be used. When information is …
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What is the best HVAC software for your business? For starters, it’s software that will let you automate processes that right now are done through the phone or even a notepad. With HVAC software, you can make equipment proposals and even issue recurring invoices all in one place. And in this digital age, most contractors …
If your company does residential work every project is as important as any other – no job is too small. But before you can get to work, you’ll need to create an HVAC equipment proposal. That’s because no homeowner will hire you to do the job until they have an estimate and proposal in hand …
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Customer and Invoice Search – Auto-Fill Results New Customer and Invoice Search functionality is found in the search tool bar at the top of the page. Here, perform a search and the software will auto-fill search results as they are typed in. Enter 3 characters into the search bar and the software will start to …
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