HVAC Office
The HVAC Office is a suite of programs designed to perform all of the functions needed by the HVAC service contractor to handle service work order dispatch, invoicing, and office accounting.
HVAC – Main Features
Service Dispatch
The main work area of the program is the service dispatch area where customer work orders are entered, dispatched, and invoiced.
Customer Contracts
Keep track of ongoing customer maintenance service agreements with the customer contract area.
Inventory Management
The inventory area and management reports give you a complete look of item usage and needs.
Flat Rate Catalog
There is an integrated flat rate catalog area where you can enter and print your own flat rate catalogs for your technicians as well as being able to import from your purchased flat rate catalog vendors.
Customer History
A complete history is maintained of customer invoices and receipts as well as service time sheet entry and equipment notes.
Document Imaging
A full featured document imaging system is integrated directly into the service order entry area to maintain archival of paper documents related to each work order.
Job Costing
A full job costing module is included to determine job related revenue and costing.
Quickbooks Integration
Customer invoices, receipts, purchase orders, and timesheet entries are easily transferred to Quickbooks utilizing our Is2 Quickbooks Xml Server. Customers, inventory items, and vendors are added to Quickbooks automatically as documents are transferred.
Purchase Orders
Purchase orders are integrated with work order entry to better keep track of job related expenses.
Remote Technician
An added bonus is the Remote Technician program which allows technicians to work in the field without being tethered to the Internet. The technician has a full set of programs to work with for vendor purchase orders, customer estimates, and customer work orders along with access to customer service order history.
HVAC Central Office Edition
The HVAC Central Office Edition is a software program designed to handle all accounting functions and the dispatch and billing of service order and job related invoices in the heating, ventilation, air conditioning, and plumbing industry.
The HVAC Central Office program provides all the functions of a general ledger, accounts receivable, accounts payable, and a payroll system — plus invoicing and inventory control, service order entry and dispatch, job costing.
Service Dispatch Calendar
The main work area of the program is the service dispatch calendar area where customer work orders are entered, dispatched, and invoiced. There are two views of the calendar – a grid view and a calendar view. From the grid view, work orders can be filtered by any field on the data grid. From the calendar view, the work orders can be viewed by day, by week, by month, and by technician.
Work Order Entry
Work orders are used to enter customer appointment information, record information about equipment installed and the service call itself, and later to bill the customer as an invoice. Time sheet entries and document imaging of the service documents are recorded in the work order. Work orders can originate from customer estimates and can have equipment and parts entered for the job on purchase orders.
Customer Quotes / Estimates
Customer estimates give your salespeople and excellent tool for providing price quotes to your customers and start the job costing estimation process. Work Orders can be created from customer estimates. Multiple types of estimate printouts are allowed to provide commercial customers a more extensive price quote than residential customers.
Customer Contracts
Keep track of ongoing customer maintenance service agreements with the customer contract area. Work Orders for future visits can be created with the agreements. Completed work orders and other billing are associated with the agreements.
Company Inventory Management
The company inventory area and management reports give you a complete look of item usage and needs. Quick filtering and lookup of items with the browse screen. Very detailed descriptions, notes, and item information in the entry screen. An inventory dashboard to get a concise view of item entry across the multiple documents of the system.
Truck Inventory Management
Easily create, duplicate, and track your truck inventories which is integrated with the company inventory, purchase orders, and invoicing.
Flat Rate Catalog
There is an integrated flat rate catalog area where you can enter and print your own flat rate catalogs for your technicians as well as being able to import from your purchased flat rate catalog vendors. There are separate price reports for the office and for the customer.
Customer Document History
A complete history is maintained of customer invoices and receipts as well as service time sheet entry and equipment notes. There are individual historical document areas which can be queried by date ranges and varied lookup fields.
Integrated Document Imaging
A full featured document imaging system is integrated directly into the service order entry area to maintain archival of paper documents related to each work order. Multi-page images can be added as one document image.
Job Costing
A full job costing module is included to determine job related revenue and costing. This module consolidates information originating from a job estimate plus revenue and costing from invoicing, receipts, vendor invoices, and employee payroll entries to give a complete picture of the job revenue and cost totals.
Purchase Orders
Vendor purchase orders are integrated with work order entry to better keep track of job related expenses.
Quickbooks Integration
Customer invoices, receipts, purchase orders, and timesheet entries are easily transferred to Quickbooks utilizing our Is2 Quickbooks Xml Server. Customers, inventory items, and vendors are added to Quickbooks automatically as documents are transferred.
HVAC Remote Technician Edition
The HVAC Remote Technician Edition is a software program designed to work in tandem with the HVAC Central Office program.
It allows a technician to be dispatched his workorders onto a laptop or tablet pc, take the laptop into the field, view the customer workorder and customer history while in the field, make changes to the workorder, write up and print the customer invoice while in the field, and then upon returning to the office download his completed workorders.
The remote technician program does not require a constant connnection to the internet. It will work completely disconnected since it contains all needed data to perform customer history lookups on the dispatched workorders.
The remote technician program contains the same estimate and work order entry areas as the Central Office program. For security reasons, some entry mechanisms are restricted to not allow the technician to override functions that would normally be done by the main office.
HVAC Remote Main Menu
The main work area of the program is the Service Dispatch area. Here the technician will be able to view, edit, and print workorders and invoices.
The technician synchronizes with the central office by clicking on the Synchronize Workorders With Office button. This starts a process that will send workorders from the remote and pull workorders from the central. After synchronizing, the technician will see the workorders assigned to his tech id in the central office.
When work orders are pulled from the central datastore, customer histories are also pulled for each workorder based on the customer id on the work order. This will help the technician to be able to view customer invoice histories, customer contracts, and customer notes while he is on the job site.
The technician uses the dispatched workorder for the site service information and later to write up the completed work order and then invoice the customer.
HVAC Remote – Service Dispatch Calendar
The main work area of the program is the service dispatch calendar area where customer work orders are entered, dispatched, and invoiced. There are two views of the calendar – a grid view and a calendar view. From the grid view, work orders can be filtered by any field on the data grid. From the calendar view, the work orders can be viewed by day, by week, by month, and by technician.
HVAC Remote – Work Order Entry
Work orders are used to enter what occurred on the service call, billing items, and timesheet entries, and invoice the customer. You may also scan in document images for transfer to the central office. Work orders originate from the service dispatch of the HVAC Central Office program.
HVAC Remote – Customer Quotes / Estimates
The customer estimates allows the technician to create, print, email price quotes right at the customer site.
HVAC Remote – Vendor Purchase Orders
Vendor purchase orders can be created and printed or emailed while at job site.
