HVAC BUSINESS
MANAGEMENT SOFTWARE
Communicate instantly on a cloud based platform
Eliminate paperwork with cutting edge technology
Make smarter scheduling
decisions with GPS tracking
No credit card required – get started in seconds
Software for making businesses more efficient and more profitable
Workever is an industry leading HVAC software that can make your business more profitable with simple changes. Our cloud based platform enables faster and more effective communication between office staff and field teams, ultimately boosting productivity and customer satisfaction.
Integrate office and field operations
A disconnect between administrative staff, senior management and field workers is unfortunately common in HVAC companies, as the mobile nature of their jobs throws up barriers to communication. Workever’s cloud based platforms are designed to seamlessly integrate the operations of office-based and in-field professionals for better productivity.
When a new job is scheduled for a member of your field team, they instantly receive a notification on the app, complete with all job details. You can also automate an email with this information if you prefer. Office and field workers are kept in constant contact without the need for lengthy discussions or movement back and forth. Beyond aiding in scheduling, the GPS tracking tool is also an excellent field team management tool, allowing office staff to stay on top of timekeeping.
Simplify delivery of services
Providing great services to customers can be enabled by HVAC software and made incredibly easy with Workever. Simplify the way heating, ventilation and air conditioning services are delivered across the board with intuitive scheduling tools and job management features.
- Scheduling jobs for one or more of your field team is simple with the help of Workever’s visual drag and drop and GPS tracking mechanisms, encouraging office staff to make common sense decisions that save time, promote productivity and maximise the potential of your field team’s working day.
- View your field team’s current position on the map and assign work based on who’s closest to reduce travel time between jobs.
- When they arrive on site, your HVAC field staff can have additional capabilities to collect and share important information such as photos and customer signatures that allow them to sign jobs off on Workever.
- Eliminate time-consuming paperwork and speed up your business process, while always keeping office staff in control of what permissions fieldworkers have.
Stay in the loop
The benefits of Workever’s cloud based platform also extend to the field team’s increased capabilities. Any data they collect on site will automatically sync back to the office, including getting jobs signed off, a change in job status or a collection of payment. This increased responsibility eliminates unnecessary dead time in your field team’s day and is always kept under the watchful eye of office staff.
Workever is designed to be used by all kinds of field service teams, regardless of technological ability. Our HVAC company scheduling software is a breeze to use, as it’s built around common sense, and job management is streamlined so that quotes can easily be converted into jobs once accepted, and jobs are turned into invoices once signed off.
If your field staff get stuck at any point, we have lots of resources available, including “how to” videos and guides, and they can also ask us questions from within the app.
Scheduling Jobs
Scheduling jobs to one or more members of your HVAC field team has never been easier with the help of Workever's intuitive visual tools. View your workers’ current positions on the map and use the drag and drop scheduling tool to make smarter decisions for your customers and staff alike.
Cloud Based Platform
The benefits of the cloud based platform work both ways. Office staff can afford permissions to your HVAC field team that streamline your business process and save significant time.
Reports
Once the job is complete, you can view or download a comprehensive PDF job report from the admin console, containing all the job details recorded since the beginning of the process.
Notifications
Once a job has been scheduled, the relevant field worker will instantly receive a notification on their Workever mobile app complete with all job details.
Sync Data
Field workers can record photos, notes and even customer signatures on site, allowing them to sign off jobs without the need for paperwork. Everything logged on the Workever app is automatically synced back to the admin console.
Excel File
This can be saved or exported as a excel file for reporting purposes or forwarded on to the customer, if required, via the Customer Portal.
WORKEVER CUSTOMERS
Trusted nationwide
Teams of every size, shape and kind have made Workever their job management software of choice. Find out why:
"50% reduction in paperwork!"
Michelle Avis
Office Manager
"It's really easy to use."
Mike Philbin
Nu-life floor care Ltd
"I would 100% recommend!"
Miles Ward
Spalls Clean Ltd.
WORKEVER SERVICES
Features designed for HVAC businesses
Quotes
Create and send professional Quotes to customer and convert more business
Log Jobs
Create a job or create a recurrence of jobs in seconds saving valuable admin time
Schedule
Instantly schedule jobs to the right person using the drag & drop scheduler
Invoice
Generate invoices and batch multi job invoices in seconds using data from jobs
Mobile Apps
Fieldworker mobile Apps for both iOS and Android that work both online and offline
Job Tracking
Create your own job statuses and work with field workers to update jobs instantly
Staff Locations
Track and view the location of your staff in real time on a map.
Forms
Fill in commercial & domestic compliance forms & others from the Field App
Contacts Database
Have your customers, suppliers and contractors in one organised system.
Stock & Costs
Manage stock items, as well as saved costs such as services.
Real time
See on a map where your fieldworkers are in real time
Real time
Integrate Workever with your accounting software and payment processing.
Connect with the tools you love
Integrate Workever with leading tools to help you reduce the amount of time you spend doing administration and data entry. With connections available for accounting to sync invoice and contacts, as well as payment processing and SMS messaging, Workever has you covered!
Connect your office and fieldworkers
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