Service Management
MO.S.T – Contractor Service Software is designed to provide a variety of innovative tools to meet the many demands of the HVAC industry. The program will make receiving a service call, processing the ticket and transferring the information back to the office seamless and quick. In addition, the database engine captures a wealth of information and displays it in various reports, dashboards and pivot tables so that all levels of the company can easily get the information they need that is important to them. Working with industry representatives the system was designed with the following goals:
- To speed service response time
- Increase productivity
- Improve resource utilization
- Reduce labor and operating costs
- Capture more service contracts, cross sell & up-sell revenue
- Improve customer satisfaction
- Save time and money
- Increase field office, customer communication
- Faster invoicing
- Eliminates double entry of service tickets
- Exceed your competitions professionalism
- Flexible dispatch board with multiple views and integrated with mapping and GPS logic. In addition, easily mark time off to reduce scheduling conflicts with technicians and view technician sales activity throughout the day as work tickets get completed and sent back in real time;
- Customer database which contains the following information:
- multiple job sites;
- history;
- equipment;
- service agreements;
- scanned documents;
- and much more;
- Flat rate books easily maintained; whether entered from scratch or im ported in from an existing flat rate program;
- Ability to project manage a job through its life cycle;
- Powerful reporting to manage your business, which includes reports and dashboards;
- Track closing rates by lead source;
- Commission reports;
- Improve inventory control– truck replenishment report;
- Service contract revenue recognition report;
- Marketing reports: follow up with clients on recommended work;
- Revenue reports;
- Customized reporting available to meet your business module;
- Manage estimator appointments and sales leads;
- Additional management information tracked; such as, Vehicles, Employees, Vendors and Purchase Orders;
- Standardized Service Call, Notes and Reasons for Call, which helps to eliminate mistakes and increase overall speed and efficiency of the call taking process;
- Integration to Quickbooks;
- Spell check;
- Powerful reporting to manage your business;
- E-mail marketing materials
- E-mail service appointment confirmations and technicians biography's
- Recording of history and customer equipment for later review
Field Solution
Our mobile computer solution is designed to streamline operations between the office and the field employees by giving them direct access to vital information. Some of the features of our MObile solution are:
- Technicians arrive on the job prepared with customer service history, equipment information, service agreement status and extended warranty information all at technicians fingertips;
- Integrated Flat Rate Book, Handles Time & Materials or as agreed upon pricing structures;
- Integrated mapping;
- A list of recommendations and declined work from past service calls;
- Add/edit equipment from the field;
- Standardized service call;
- Eliminate technician pricing and adding errors;
- Capture customers signature;
- Process credit cards and eChecks while in the field;
- Ability to add pictures, wiring diagrams, facility layout to customers account;
- Technical Installation Manuals are stored in the program reduces technicians errors and call backs;
- Easy to print marketing materials;
- Professional looking invoice is generated right on the screen for the customer to approve all work;
- As a business owner having your technician be able to print out an invoice in the field is not enough. They must be able to produce documents that will provide the customer with the assurance that they are dealing with a professional company. Some of the field reports that are provided by the program are:
- Quality Control Checklists;
- Diagnostic Result Sheet;
- Energy Savings Agreement Contracts;
- Extended Warranty Contracts;
- Refusal of Condensate Protection Waiver;
- Cracked Heat Exchanger Checklist.