#Best invoicing software for contractors pro#

#Best invoicing software for contractors pro#

Why We Like It: Housecall Pro offers strong functionalities both in the office and in the field. It also offers GPS fleet management, dispatching, and online payment processing. The software provides customer management, service plans, a price book, sales proposal tools, QuickBooks integration, consumer financing, and reporting options. While Housecall Pro can serve a variety of industries, the solution was made with HVAC businesses in mind. Pricing: The cost of ThermoGrid starts at $1,500 upfront and $110/month. ThermoGrid has also recently implemented integration with QuickBooks accounting software–allowing you to tie together orders, inventory, and financials directly into the program–meaning you don’t have to bounce back and forth between two different options due to daily syncs. If approval is needed, they can be sent back to the office through the cloud, and payment can be collected on the spot with a credit card or ACH. An extensive service prices book is easily searchable in the office or the field–allowing you to quickly add items or apply discounts. ThermoGrid also helps your business create invoices for parts and equipment. This is just one small example of how deep the features go, rather than just providing a simple GPS-navigational alert to a technician. At their disposal, dispatchers will be able to see a tech’s availability, skill level, and distance, to assign whoever would provide the best performance and thus generate the most revenue. One of those features includes scheduling and dispatching. While it’s not the most inexpensive software, it does include a large catalog of features compared to others at its price point. Why We Like It: ECI ThermoGRID includes the largest feature-set at its price point–and it’s not close. By providing functions vital to a field service-based business, ECI ThermoGrid helps keep customers happy through scheduling and dispatching, eliminating errors in invoicing, accurate inventory, and accurate job costs. Intended for a small and medium-sized residential and commercial contractor, this cloud-based platform centers on the services you provide. To find out which HVAC software will work best for your business, we’ve reviewed several options and rated our best choices for a variety of categories.ĮCI ThermoGRID is an all-in-one contractor software used by HVAC, plumbing, and electrical contractors. You’ll also need to track any work performed stemming from a warranty situation to manage the claim process and tie it in with your billing (accounting).

Proper warranty tracking is necessary to ensure a company is not accumulating costs in an unneeded situation, such as performing work “under warranty” only to find out a customer should have been invoiced. This contract (warranty work) can amount to a large percentage of your service calls.

To make things more complex, HVAC companies generally not only do service work but job-oriented contract work. As a result, they need to choose the best field service management software that are easy to use, have a great mobile app, and offer strong invoicing and technician tracking tools.Ĭompanies in most other industries typically specialize in either service or product sales. HVAC companies constantly have workers out in the field, and thus need an HVAC software that can handle complex needs of a mobile business.