Few things are more important for your HVAC company than smooth invoicing. It’s important for customer relations, maintaining proper cash flow, and keeping everything moving the way it should. Good invoicing software can be tailored to your company and enable you to take full control efficiently.
Invoicing Software for HVAC: How it Works
Create Automatic Invoices
One of the standout features of this type of software is its ability to generate invoices directly from quotes or work orders with just a few clicks. This means you have a seamless transition from job completion to billing, with all the important information carried over automatically so you can be sure your final invoice is accurate.
Send Invoices Electronically
Instead of the laborious process of carrying over information by hand, then hand-generating an invoice and either sending it by mail or by hand through the email of someone in your company’s admin, you can use software to automatically send the generated invoice to the customer’s email, along with a payment link that makes it simple for them to click and pay.
Automatically Track Your Status
Once the system has sent the invoice, it will then go on to track the status of each so that you can see it a glance an overview of how many invoices have been paid, how many are pending, and how many are overdue for any period of time you choose to look at. You can set up the software to ping you whenever an invoice goes overdue as well as when it gets paid.
Advantages of the Software
The best HVAC software comes with a lot of benefits beyond what naturally come with faster and better invoice services. Here’s a few to consider:
Better Customer Relationships
When there are long delays in hearing from you, whether that’s a delay after inspection before a quote or a delay after the work before the invoice arrives, this disconnects your customers from you.
But with all the information and interactions about your customers stored in one spot, you can not only respond to them quickly and accurately, but also with personalized service that takes into account all their preferences and your past interactions. Good software generates invoices for you and also integrates with all your other tools, like your CRM, so your customers have a smooth experience.
Better Employee Management
Not only does a good software program allow your employees to more easily generate invoices and access customer information, but it also allows you to track employee time and attendance, make notes about particular areas of expertise among your employees so that you can assign the right person to the right job quickly, and makes payroll and billing a snap.
Better Employee Experience
With good software, your techs can access everything they need on a smartphone or a tablet, upload or change job details quickly without having to call in, process invoices on the go, and enjoy a smoother and better interaction with customers who are themselves enjoying a personalized and accurate service. You also reduce downtime between jobs and can allocate your employees more efficiently, which makes everyone happier.
If you haven’t tried good software yet, you’re missing out on a lot for your HVAC business.
