How-to: Streamline HVAC Franchise Operations with Cloud Services

How-to: Streamline HVAC Franchise Operations with Cloud Services

In the Internet Era, mobility is one of the keys to keeping your HVAC franchise relevant. More than ever, homeowners in need of HVAC services are researching and scheduling appointments on-the-go using mobile devices, and it only makes sense that franchise owners should take advantage of these same time-saving technologies.

Today, nearly three-quarters of all businesses operating in the United States and Canada have some incorporated cloud technology as a means of improving their scheduling, invoicing, and business management processes. This post outlines exactly how that’s possible, foregrounding the benefits of going mobile on the cloud, then explaining how your HVAC franchise can access these benefits today.

Streamline HVAC Franchise Services on the Cloud

  • Convert customers from anywhere. FranchiseSoft field management software uses cloud technology and a comprehensive dashboard to help you keep track of leads, document all correspondence for easy reference, and communicate instantly with your clients via text or email on your smartphone or tablet. This means you can monitor prospects, complete consultations, and convert new business whether you’re suited up at the office, lounging around the house, or halfway through dinner at a restaurant.
  • Empower your technicians with one-click access to reference material. Sometimes technicians needs to refer to important notes, client requests, and scheduling details for a job well-done. Rather than relying on memory, they can turn to their smartphone and find whatever is required with a single click, which means fewer mistakes, improved productivity, and greater customer satisfaction.
  • Update clients about general promotions or specific job details. FranchiseSoft’s cloud-based communication tools allow HVAC franchise owners to reach out to all, some, or individuals leads with a simple series of clicks. Whether you need to contact a client to update them on the status of a scheduled appointment, or send a customer base-wide promotional blast, our field management software makes it easy.
  • Trim the fat off of your invoice process. Our field management software enhances the sales process from end-to-end, but invoicing is especially easy. Field technicians can tap into our cloud-based mobile app to invoice clients on-site, or have the franchise owner collect payment online at a later date. Best of all, our software is fully integrated with QuickBooks to take the stress out of your recordkeeping.
  • Scale up operations easily, and at no extra cost. HVAC franchises are growing. In fact, a US Department of Labor report recently projected a 34% growth in this sector between 2010 and 2020. With this in mind, HVAC franchise owners need to implement software that makes expansion easy.Purchasing a traditional software license typically only supports a predetermined number of users. This allows software developers to charge more money as your company scales up in size, but the tiered pricing may force you to purchase more licenses than are required for your expansion. On the other hand, our cloud-based field service management software can easily be scaled to accommodate your franchise’s growth. Moreover, you can save money on the upgrade; unlike traditional on-premise software, our cloud solution lets you specify exactly how many use licenses you need, eliminating wastage.

Getting Your “Head in the Cloud” – Go Mobile with your HVAC Franchise for FREE

FranchiseSoft is currently offering free software demonstrations for all interested HVAC franchise owners. If you want to learn more about what our cloud-based technology can do for you, visit to learn more

3 Things Field Service Management Software Can Do For Your HVAC Franchise

3 Things Field Service Management Software Can Do For Your HVAC Franchise

According to the United States Department of Labor’s Bureau of Labor Statistics, the demand for heating, ventilation, and air conditioning (HVAC) services is expected to increase over 30% between 2010 and 2020. While this is great news for HVAC franchises, it does put some added pressure on the efficiency of your operations.

As we move closer to 2020, and the demand for your services climbs, your franchise will need to schedule more appointments, delegate more duties, and invoice more clients than ever. Surging demand isn’t a bad problem to have, but if your business model or HVAC franchise system falls behind and keeps people waiting, you could actually lose clients and customer referrals in the future. In a franchise system, this effect can snowball quickly, impacting the brand reputation and making it harder for everyone to convert prospects!

This is where field service management software makes all the difference. Streamlined, scalable, and simple to use, this tool will help you keep track of leads and generate additional sales in any market conditions. But that’s only one way that this software can help.

In today’s post, we outline 3 things field management software can do for your HVAC franchise in 2017.

  • Curtail scheduling conflicts. There is perhaps no better way to drive away new business than to stand up your client due to a scheduling conflict. With a high volume of work orders rolling in for the foreseeable future, HVAC franchise owners will need to maximize the efficiency of their job scheduling to avoid this, and to curtail productivity losses from double-bookings.FranchiseSoft field management software is an all-in-one scheduling solution that makes it easy to avoid conflicts and manage your staff on the go. Our software gives HVAC franchise owners the ability to create and assign new jobs from any device, and instantly notify franchisees, customers, employees, and field reps about scheduling updates via text or email. Our calendar view feature lays out your staff availability at a glance to eliminate booking errors, and cuts the stress of reassignment down to a series of clicks.
  • Enhancement communication between all parties. Communication is key in any relationship; in the HVAC franchise world, it translates to improved client satisfaction and more conversions in a given amount of time.Our field management software enhances connectivity between all parties involved in the business equation. The FranchiseSoft app runs anywhere the user may find themselves, even where signals are scarce, ensuring that client, technician, and franchisee are never more than a click or two away. Request appointments, get your boss to sign off on an invoice, or complete a consultation anytime using your tablet or smartphone.
  • Streamline your invoicing process. FranchiseSoft field management software allows HVAC franchise owners to streamline their invoice process from end-to-end. Assign jobs using a centralized call center, or directly from franchisee to field rep. Field reps can use the software to upload pictures of a job well-done, get sign-offs from clients, invoice on-site, and collect payment instantaneously. Alternately, the franchise office can issue an invoice and collect payment online. Lastly, our software is fully integrated with QuickBooks, making your bookkeeping a breeze.

Try our field management software for FREE!

At FranchiseSoft, we are so confident in our software that we offer no-commitment, 100% free demonstrations to all HVAC franchise owners. Use the contact form at to learn more!


Our Franchise Clients