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HVAC Businesses: 4 Things to Put on Your Summer Checklist

Posted by Victoria Hurley on May 23, 2019 4:40:31 PM


Do you remember how busy last summer was? How each day turned into a fight to survive as one fire popped up after another? Remember how you swore you were going to be better prepared for next summer? Well it’s almost here, have you prepared yet?

Below we have listed four examples of what you can be doing now to prepare your technicians and your business for the upcoming summer months. We promise that a little extra effort now will pay off for you in the long run.

  1. Evaluate Past Promotions

If you haven’t already, now is the perfect time to reflect on past promotions and determine what you’ll offer this year. Work with your team to develop new ideas and ensure your business management software like Wintac is set up to track any revenue generated by your promotion. Now is the ideal time to do this, so don’t waste any more time and start spreading the word about your campaigns to your technicians and customers.

   2. Get Reviews 

Summer is almost here, and you know you’re going to be busy, so why not take advantage of this opportunity to get some reviews? Reviews are so important for HVAC businesses as the majority of consumers use them before making a decision, consumers are more likely to spend more money with you if you have positive reviews, they help you reach a wider audience of potential customers, and they help boost customer loyalty.

  3. Talk to Your Techs

A happy employee is a productive employee. Ask your techs, your dispatcher, your service managers, etc. what tools or resources they need going into the busy, hot, summer months. Now is the perfect time to assess what held you back last year from providing the best possible customer service or getting the job done in one visit. Proactively addressing these setbacks now will ensure a more successful  season this year.

  4. Implement a Business Management Solution 

Our field service software is designed to help HVAC service businesses streamline their daily operations, get organized, and work more efficiently. Having a centralized database allows you to electronically organize your customer records, easily access their service history and maintenance agreements, and even generate paperless work order and invoices. Mobile access for the techs in the field and integrated GPS solutions also help to increase communication and alleviate dispatching headaches, allowing your team to work smarter and more efficiently together.

Managing or running a HVAC company in the summer doesn’t have to be filled with complicated moments all the time. Following this checklist will help you have a successful and profitable season. Our industry-leading solutions are designed to streamlinemanage and scale your business, and you won’t find a better value on the market. To learn more tips on how you can benefit your business, click here or visit our website for more information on our products.

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