It really is incredible how far the HVAC industry has come even in just the last twenty years. The systems available have been steadily improving with technological advancements. Not only have the products changed but the way you can deal with your customers has also evolved. When using HVAC proposal software, you can make the entire way you deal with clients far more efficient and productive.
The Old Way to Do Business
When a customer would call in an appointment to visit their home would then be scheduled. A technician would go to the site and inspect the home and take measurements. The tech would then go back to the office to find a product that would best fit the homes requirements. They would then call back the customer to give them a quote for the work that is required and the price of the system or parts that they needed. The customer would then either approve or decline the transaction and give a payment. Once the payment has gone through the tech would order the system or parts and schedule a time to go to the customers home once more to complete the work. Now imagine that all of the above could be done right in the customer’s home within a few minutes.
The New Way to Do Business
By using the HVAC proposal software suite, you can automatically have some of the homes measurements loaded. It will take into account things like the homes age and number of rooms on record and then figure out the system your client needs. Once this is done it can be added to a proposal for their clients to review and approve with a visual depiction to aid them. The part is then automatically ordered and the technician can accept payment with the Stripe integration that the software includes. Once the payment has been accepted they can then schedule a return visit to complete the work. As you can see what was once a long and drawn out process has been simplified to be completed quickly and right in the customer’s home. Because it was done right in front of their eyes they are also far more likely to agree to the sale.
Enterprise Selling Solutions has created a set of tools that will allow your technicians to complete their jobs in a far easier way. From the selling of products to scheduling further visits to address the clients needs. Every aspect of their job will be made far more efficient and will only serve to make your company even more successful than it already is.