Industries > HVAC Software
HVAC Software
Servicedart is a simple web-based service software for managing
your heating and cooling business. There is no need to
keep paying for expensive software or hardware upgrades -
we build Servicedart around the way your HVAC
business operates,
so you can spend more time running your HVAC
business.
Servicedart will reduce the time you spend connecting your
service organization as well as give you the ability to access
and manage your business from anywhere. The features needed
for a HVAC business are built right in from the
start. Easily manage your customers, deliver service efficiently,
and bill quickly for the work done.
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| Field Service Management |
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Service Request Management
Easily track and manage all Service Requests |
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Service Request Overview
Easily view key Service Request information |
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Detailed Service Request
Information
Record all time, materials & expenses for each Service Request |
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Complete Location and
Work Information
Print detailed instructions and maps for each Service Request |
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Job Location Work History
Detailed log shows all previous activities for Job Location |
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Easily Capture Billable
Time
1 step task completion and time entry directly from the home screen |
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Management Reports
Reports that help in managing your business |
| Scheduling, Alerts, and Reminders |
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Full Control of Service Scheduling
Easily view employee availability and instantly drill down into individual
calendars |
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Potential Work
Tag specific details of jobs that will alert of potential future work. |
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Personalized Home Page
Employees can quickly see today and tomorrow’s activities along with
important alerts and reminders |
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Calendar and Event Alerts
Alert employees of important tasks and calendar changes with e-mail or
text-messaging |
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Reminders
Set reminders for both personal and business events and to-dos |
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Full Calendar View
Daily, weekly, and monthly calendar views for all users |
| Customer Web Access |
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Customers Can Request Service Online
Simple web-interface where your customers can submit requests for service |
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Automatic Customer Record Creation
Reduce data entry - customer records automatically created from web service
requests |
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Notification of Web Service Requests
Get alerted by e-mail or text message when a customer web request is submitted |
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Integration with your Company Website
Link to your Customer Web Request page from your company website |
| Customer and Contact Management |
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Quick Customer and Work Order entry
Quickly add customer information, work order, planned maintenance, and
customer equipment all from the same screen. |
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Import customer information from Outlook
or QuickBooks
Quickly enter your customers and contacts with our easy to use import tool |
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Easy Customer and Contact management
Easily create and manage customer records with support for multiple contacts
and locations |
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Multiple Customer Locations
Easily manage multi-location customers with detailed information for each
location |
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Customer Service History
Instantly view all service work for a customer |
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Customer Notes History
Easily view history of notes for each customer |
| Billing/Accounting |
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Flat Rate Billing
Easily administer your flat rate billing codes. |
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Export to QuickBooks for Billing
Export billable Service Requests to QuickBooks for invoicing |
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Billing Details
Print detailed 'Billing Summaries' for attaching to your accounting system
invoice |
| Inventory Management |
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Complete Item Library
Create and maintain a master list of Materials, Labor Rates, and Expense
items |
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Labor Rate Information
Use defined labor rates when entering time entries and assign a default
labor rate for each user |
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Import Item List
Import items from Excel spreadsheets, text files or your QuickBooks Item
List |
| Security and Customization |
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User Roles
Assign users to roles to give you complete control over each employee’s
rights and permissions |
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User Groups
User groups help you manage large user lists across geography, skill sets,
or job functions |
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Customization of Servicedart
Customize Servicedart to fit your business |
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