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Four Tips for HVAC Companies Planning for the Busy Season

Summer is nearly here, and as the temperatures start to rise, you can expect your HVAC calls to increase too. But don't let the summer season be a cause for stress – with a bit of preparation and planning, this summer will be smooth sailing.

The more preparation and maintenance you can do for your customers before the busy season begins, the better and hopefully less hours per week you and your team will have to work. If you put in some time to conduct these service visits, Here are four tips to help get you ready for your busy time of year.

Reach Out To Customers With Older Equipment

After a year or two of maintenance calls, your HVAC employees probably aren't too shocked to hear which customers call in a summer or two later with news that their air conditioner unit has broken down. Even the top of the line HVAC systems can't last forever.

If you notice that you generally get quite a few panic calls from very hot customers with old, broken-down HVAC systems— now might be the year to get ahead of the issue! Before summer begins, call your customers that own old equipment and remind them that their HVAC system is reaching the end of its lifespan.

Scheduling in customers to replace their HVAC system now, rather than when you are fully booked halfway through the summer, will save everyone stress.

Remind Your Customers to Service Their Equipment Now

Take advantage of our marketing reporting lists in Successware to remind customers with older equipment to get it serviced before the hot summer months.

Our reporting module lets you pull reports of customers who have equipment over a certain age. You can use that list to send direct mail pieces or email campaigns reminding them to service their equipment, along with a coupon to entice them to book an appointment.

Our agreement manager module lets you pull these types of reports also to show what customers are due for service. By scheduling agreement visits in the off-season, you are saving customers the hassle of long wait times due to demand calls or helping to eliminate the risk of their equipment breaking during the dog days of summer.

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Make Sure Your Equipment is Running Efficiently

It's not just about making sure your customer's equipment is ready for summer— your equipment needs to be ready too! Start scheduling your maintenance service visits for employee trucks, equipment, and tools now. The last thing you want is for HVAC installers to be short supplies and equipment during the busy season because equipment wasn't serviced earlier in the year. Preventative fleet maintenance can save your business time and money.

Take Advantage of Successware's Inventory Manager Module

It's not just breakdowns that can cause your business to face short supplies. A lack of a good inventory management system can mean your technicians run out of the supplies they need before they can be reordered, causing job delays.

Successware's business management software includes an Inventory Manager module to help you keep your warehouses and trucks stocked through the busy season. Our HVAC service software allows you to add your current inventory and important notes about it, like where it is located in the warehouse or specific truck. From there, you can add minimum amounts (your restock point) and maximum amounts (for example, maybe only six items can fit in a bin).

And better yet, once you have your inventory manager set up, it can easily be linked with other modules so you can track inventory from the quote stage of a project all the way through completion. Creating a receipt is a breeze because all the information is already there.

If you'd like more information on how Successware and Successware Mobile can help you prepare for the busy season, click on the button below to request a live demo. You can also give us a call at 888-272-8009 today.

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