INTUIT FIELD SERVICE MANAGEMENT - BEST FOR TRACKING Intuit field service management software was first designed for the midmarket field, but the program’s popularity is spreading to larger enterprises as well. Users: Small and Medium-sized businesses. Supports 1-101 users. Pros: Intuit field service management software primarily offers to organize the administrative tasks that support the actual field service work. Other features include: • • • • • •
Scheduling and Dispatching Billing and Invoicing Work order management Syncs with QuickBooks Customer database Mobile Options
Special Features: GPS Tracking. Intuit field service management software offers a distinctive feature, the GPS tracking system, which helps monitor the routes of your technicians. The feature enables your business to take more efficient routes and save money. Even further, it keeps track of your workers to ensure safety and timely scheduling of all your work. Affordable. Another attractive feature of Intuit is the lower price point, considerably less than most software in the market. Cons: • While the pricing is relatively lower than most management software, Inuit supports a limited number of users.
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• Not very customizable.
Special Features:
Pricing: 1- 10 users at $35 per user per month; 11-40 users at $31 per user per month; 41-101 users at $28 per user per month
Great Reporting Tool: With ThermoGRID’s management reports you can measure your company’s revenue and run rate, among others, against goals and budget. It also offers the option to customize KPI reporting.
ECI THERMOGRID – GREAT REPORTING TOOL ThermoGrid is a cloud-based solution that offers an integrated solution to automate and streamline day-to-day operations and service management. This software was built with a complete understanding of every role in an HVAC company. Users: Small, medium residential contractors. Supports 1-1000 Users. Pros: ThermoGRID allows technicians to complete all vital operations right on the field like uploading photos and documents, and invoicing. It also provides daily management reports and KPI. Other features include: • Scheduling and Dispatching • Estimating, Billing, Invoicing, and Payment • Electronic Signature • Service Agreement Management • KPI tracking • Customer Database • Work Order Management • GPS • Document Storage • Quickbooks Integration • Inventory Tracking and Management • Mobile Options • Live Chat Customer Support • Training support
Cons: Some users have suggested that the software is not easy to self-teach and takes a lot of time to learn the tool. Thermogrid also does not offer a free trial or free version. However, a free demo is available. Pricing: While pricing is not available on their website, some third-party sites say that ThermoGRID’s starting price is $1500 (up front) and a recurring monthly fee of $110 per month.
JOBBER – SIMPLE SET UP AND EASY TO LEARN AND USE Jobber is a cloud-based platform and ideal for small and growing businesses wanting to streamline their operations. Jobber is very easy to set up and learn to use and offers free 1-on-1 training. Users: Small businesses.
and
medium-sized
Pros: Jobber offers extended versions that allow GPS tracking, time tracking, expense tracking, custom forms, marketing, and more. Other features include: • Scheduling and Dispatching • Invoicing • GPS tracking and Routing • Client Manager • Reporting
• • • •
Quickbooks Integration Mobile Options Live Chat Customer Support Training support
Special Features: Excellent User Support. With Jobber you receive phone and email support, as well as, online chat, available to all its user in all Jobber plans. Cons: The price jump between Jobber plans available can be a bit high— especially as it allows for limited users, and each user added has to pay an additional cost. Pricing: Core Plan — 1 user, Annual Plan: $29 per month, Monthly Plan: $49 per month. Connect Plan — Up to 7 users, Annual Plan: $99 per month, Monthly Plan: $139 per month. Grow Plan — Up to 30 users, Annual Plan: $199 per month, Monday Plan: $279 per month, Additional users: $19 per month. u
Brandon-Richard Austin is a writer specializing in the construction and home services industry. He has written extensively for outlets and blogs throughout North America, from major construction software players such as Procore and Bridgit Solutions to local home services companies such as American Home Water and Air in Phoenix.
HVACR BUSINESS AUGUST 2021
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