Category: HVAC

How to Upsell Your HVAC Services

It’s pretty obvious that you would like to upsell or cross-sell your services and make the extra money. Upselling requires less effort and will give good results, all you need to know is how exactly to do it.

Let us look at what are the simple steps or changes that you need to make to upsell or cross-sell

First let’s have a look at some simple examples of how some e-commerce industry Amazon does it –

  1. “Frequently bought together” ( You might be deciding to buy a particular product but then you get to see some more related products put together and put under this tag)
  2. “Customers who viewed this item also viewed” 

At food chain Mcdonalds, they just ask a simple question

  1. “ Do you want a coke along with that ?”

The above examples are just to give you a basic level understanding of how other industries upsell, the fact is that they have been successful in using these simple strategies.

Timing and Body Language of the Technicians

The first important factor is to time your upsell, it can happen during the call from the customer, it can be done at the job location ( during the job ) or after the job is done, when your workforce/employee is having a conversation with the customer about the job.

 In the HVAC industry, the technicians will be the ones who will be always on the move and will be the ones who will be in direct contact with the customers. There are few things that are important not just for upselling but how people perceive your business

  1. The attire of the technician, are they dressed up neat and tidy.
  2. Communication skills – This includes both the body language and how your technician is communicating with the customer. 

You need to make sure they are polite and kind to the customers.

Most importantly – Are your technicians good listeners? 

What I mean to say is that the technicians need to empathize with the customer and understand their present problems and this could actually be the point where you can build a healthy relationship with the customer. 

This is the point where the customer will be able to build the trust upon your business and when you genuinely put forward some additional issues, the customers will trust your word and get that done. 

The technicians know their job well, but upselling requires the persuasion skills and knowing the right way to do it, he must not sound too pushy or salesy to the customer. 

Knowing the right price
  1. For any additional services that you are trying to offer, know the right amount at which you can sell the services. It should fall in a range where you are not compromising much on the profit margins and at the same time not asking a lot from the customer. It should be a win-win situation for both the customers and your company.

  Also, keep in mind the mood of the customers, let me take an example

  You are dealing with a very angry customer who has been facing a terrible issue with his HVAC system and he is ranting on about the various problems he has faced in the past, I am sure that in such case it would not at all be the right time to upsell.

Well, that was just one example but there are many different scenarios with different customers where you can probably need to keep the thought of upselling aside. basically in those situations, you got to put the primary task on top and stick to that.

Upselling is nothing but how you can add extra value to the customer -

A person might have needed a filter change in the HVAC unit but you find out that there are some issues with the vent which require immediate servicing, so this is one of those scenarios where you first make the customer understand the problem and make him realize the problem they might face in the near future.

You need to make sure that you explain this in a manner where are you are portraying yourself as a true value provider and not sound like a salesperson who is trying his best to churn out money from the customer.

When you come across a customer who has been facing an issue which many other customers have faced in the past, try to take out examples of those customers and explain it to them in detail on about what exactly was the situation and how the additional services helped them out and how it could do the same to you. 

The examples of other customers will always work out because people can easily relate and will consider your advice.

Making Notes for Future Cases

There will be cases when the job is done and the technician observes some other issues and tries to grab an upselling opportunity and pitch it to the customer, the customer replies that he is not in a position to get that done right away, in such cases, you can make a note of the customer, the servicing that is needed and more details. 

But doing this frequently on paper becomes difficult, well that’s when HVAC software can come in handy which will not just help in making notes of all the details but can also help in taking images and creating reminders so that you don’t lose upon revenue-generating opportunities and stay on track. 

This is just one of the benefits, but there is a lot more to it – You can learn more about it by click on this link

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author March 11, 2020 0 Comments

Make Your HVAC Website Standout From the Rest

First of all, let’s understand the importance of having a good HVAC website before getting into minute details of it. The primary reason is simple and obvious – people are looking out for each and everything online. People are buying things online, reading and learning things online ( like the way you are doing right now as you read through this blog ). Things have changed over the past 15 years and you need to move fast and keep up with the changes happening around or else you are going to be left around. Even in the HVAC industry, there are hundreds of companies that have realized this and have already made their move and are making good progress because of it.

Okay, let’s dive into the important details of a good HVAC website.

1) First Impression is the best impression

When a possible prospect comes across your website through search or through referral. The website is going to be the first point of contact even before that person gets to talk to the support staff or contacts through email/call and It is quite obvious that you want your first impression to be the best impression, so try making your website look professional and appealing, the design should be a great hook on, you might be really good with the services that you are providing but there are many HVAC services that offer the same services with not a major difference. 

In these cases, your website becomes the differentiating factor. If you are hiring someone to make your website, be clear about what kind of website you need. It should be easy to navigate through, the user experience on the mobile and the laptop should be great. The alignment of the content, images, font size each and every small aspect of it is going to matter. Many people use their mobiles for browsing nowadays, so it’s very critical to make sure that the website loading time and website layout is good on the phone.

2) The content 

The Business services that you are offering should be clearly mentioned out in a short and clear manner and it’s important to put the info like the contact number, address, email id on the website, where it is clearly visible and stands out from the website content. This is a bare minimum design requirement that needs to be taken care of while designing the website.

When you are trying to put up images on the websites, make sure to have images with people in them because we all know images draw attention and trigger emotion.

3) Customer reviews/certifications

When a prospect comes across your website and reads the testimonials of your customers, he will actually get to know the first-hand experience of your customers, this is how you help prospects understand your business through the reviews of HVAC business owners. If your company is certified, make sure to put that up on the website where it clearly stands out from the rest of the content. It will help in reinforcing the belief of the customers who are considering your services.

4) Blogs 

Blogs have become an integral part of a business website. It does not just make the website dynamic but the information through blogs is the value that you can offer to your customers apart from the actual service. You just need to be consistent with it, 1 blog a week or 2 weeks is also fine in the beginning stages, but consistency is the key.

If you have a list of loyal customers who are your repeat customers then try to email them the blog links on a regular basis. This way you can not just build a healthy customer relationship but also help the website ranking increase as more people are coming on to your website and spending time on the website. ( Session time increases )

5) Search engine optimization

HVAC business has cut-throat competition, with thousands of HVAC businesses around and with all the competitors competing online to come on top of the search engine results. It becomes important to work on the optimization of the website.

It becomes all the more important to rank on top of the organic search results for long-tail search keywords. For this, you got to hire an SEO expert who can take care of optimizing the site in the local area.

6) Links to Social media accounts.

Be strong not just on your website but also on social media accounts (Facebook, Twitter, Linkedin), especially for the HVAC industry. Facebook is going to be important for spreading the word about your business and also sharing any new update on your services. So if you are not on the social media accounts, get that on your to-do list right away as that is going to be really beneficial for your business. 

Now have these social media links on your website so that the visitors can get to know more about the company through social media posts and at the same time this is how you can be connected with your present customers.

7) Discounts/Offers 

When you are offering discounts on the services/installation or maintenance, make sure to update it on the website. People love discounts and that will surely pull out a large chunk of people on to your website when you start running ads about it and link that ad to your website

Roll out emails about the upcoming offers and include links to your website.

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author March 11, 2020 0 Comments
Technician inspecting heating system in boiler room

Bulletproof Team Structure For Winning Teams In The HVAC Industry

Just like how being proactive with all of the home services, finding the perfect HVAC company can save you money long term. Do your homework before you choose a technician or manager to work in your organization. 

The HVAC technicians are in a high demand to install, build, & maintain our constantly evolving systems. Experts have predicted that the demand for HVAC technicians will only rise through 2026. The Bureau of Labor Statistics especially predicted a growth of 21% in the field between 2012 and 2022, which will be increased in the coming time. 

Why is it that the HVAC technicians are so sought-after? 

The HVAC industry continues to speed along, never stagnating in its quest for smarter and advanced ways to operate and the answer lies in this- These days HVAC systems are much cheaper, more efficient, and more environment-friendly than ever before. At present, a lot of HVAC systems are connected to the IoT(Internet of Things), with computers that are handling tasks for automatic temperature control and air quality.

Although people in many other professions are sweating over the fear that they could be replaced by robots and automated processes, it seems that HVAC technicians don’t have much to be bothered about. Here are a few reasons as to why HVAC technicians are still – will continue to be – in high demand.

1. Nowadays Smart Systems Require Trained Specialists

As new HVAC technologies are becoming more and more sophisticated, the technicians have become much more valuable for their experience and specific training. Today’s complex HVAC systems and their components require technically sound technicians who can easily adapt to the changing landscape of the industry.

This is mainly because HVAC systems are increasingly integrated into the digital landscape through the IoT. Smart HVAC systems use technologies like sensors and timers to automate the temperature control for our homes and other commercial sites; setting them up and keeping them working properly longs the work of software specialists and tech-savvy technicians.

Smart and sophisticated systems are already popular and are expected to become common — experts predict that the smart home market will be valued at $80 billion by the year 2022. The ability to control indoor climate floor-by-floor (and even room-by-room) and the flexibility offered by modern systems appeal to modern businesses as well as homeowners. They can maximize the money spent on temperature control while minimizing their energy use and environmental footprint.

These days HVAC technicians need more than the tools in their literal toolbelt to deal with installation and maintenance — they need an education and understanding of the electronics and networks associated with modern systems.

2. Any New Tech Requires On-Site Installation

At the simplest level, the many developments in technology in the HVAC field mean new systems are continually replacing the outdated ones. Some of the developments in this industry are led by changing regulations; from banning freon to introducing incentives to homeowners for environmental up-gradation, necessity and advancements in scientific knowledge often drive the innovation in the HVAC business industry. 

Every time there’s an advancement in HVAC technology, someone needs to build the new system, and someone needs to help homeowners and businesses make the switch from their old systems — this requires the skill of an HVAC technician. Even the handiest person will need the help of an HVAC professional when installing a new system.

All HVAC systems (new and old) also require skilled workers to maintain them. With 95 percent of houses built since 2000 containing HVAC technology, there are plenty of systems to keep technicians busy with maintenance, repairs, and more.

The HVAC industry has been innovating independently for nearly a century and a half now, with no signs of slowing down. There will be better systems to come that will replace even the most efficient designs today; and when they do, you’ll call in an HVAC technician to make the switch.

 3.  Grads Like Green

It’s clear there will be jobs in the HVAC industry for years — if not decades — to come. While this is great news for those looking for stable, lucrative careers, it’s good news for HVAC employers, too. As a leader in green energy, the HVAC industry is primed to attract new graduates.

According to the U.S. Department of Energy, jobs that support energy-efficient developments are on the rise. The regulatory environment and rapidly growing popular demand for energy-efficient products make it one of the fastest-growing fields. New graduates want to be involved in green work, and the HVAC industry’s energy-efficient projects draw young talent.

The HVAC industry not only has an environmental draw but also appeals to young professionals drawn to high-tech jobs, as HVAC systems are becoming more technologically advanced. There is ample room for innovation in this space, creating a dynamic work environment that is both stimulating and rewarding — which, along with social impact and sustainability, is precisely what new grads are looking for in a job.

4. Is it still a cool thing? 

At the end of the day, Americans really like to be cool. There is a demand for comfortable workplaces and homes which aren’t going to disappear any time soon — ensuring a steady stream of opportunities for those who build, install, and maintain HVAC systems for the foreseeable future.

While digital advancements like machine learning and artificial intelligence (AI) may help HVAC technicians do their jobs more efficiently, but it’s unlikely to replace the need for a human technician entirely. HVAC technicians’ ability to assess the unique situations presented by each system — and determine the proper course of action — suggests they will continue to be in high demand.

HVAC Technicians Must Continue Learning

The best HVAC technicians are those who have changed with the times; bringing a solid understanding of HVAC mechanics to the table, while also pursuing training opportunities to stay up-to-date with the latest trends.

While current HVAC technicians aren’t in danger of being replaced by robots, they may be outpaced by more tech-savvy peers if they don’t pursue continued education. Above all, HVAC technicians must be flexible and willing to learn in order to keep up with the fast-paced industry. Those who can adapt to changing technology and hold an understanding of the physical hardware that makes these systems work are destined to succeed as the field continues to grow over the next decade.

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author March 6, 2020 0 Comments

Success Story of Andgar Mechanical LLC

Andy Mellema and Gary Van Loo, owners of Andgar Corporation have been in business for 44 years, serving the needs of the community. They both are friends from high school and started their journey with a commercial job where they spent day, night and over the weekend to get that done. 

Andgar Corporation designs and builds heating, ventilating, air conditioning, refrigeration, and plumbing systems for commercial, industrial, and residential markets. It offers residential heating and cooling services, such as emergency, repair, plumbing, rebates and tax credits, maintenance plans, duct cleaning, duct sealing, thermostat manuals, zoning, ductwork, and order filters; and various products, including radiant systems, geothermal systems, furnaces, and coils-heating systems, heat pumps, air conditioners-air conditioning systems, controls and thermostats, indoor air quality products, ductless mini-split systems, fireplaces, water heaters, and unit heaters. 

The company also provides commercial and industrial subcontracting services, which include design installation and service of heating ventilating air conditioning and refrigeration systems, commercial plumbing, metal fabrication and structural steel, and architectural sheet metal. In addition, it offers specialty general contracting services, such as anaerobic digester systems project design, fabrication, construction, project management, and maintenance. Further, the company designs manufactures, and implements food processing equipment, such as conveyors, adjustable height and curved bottom belt conveyors, color sorters, food-grade conveyors, conveyor belts, and bulk handling and dependable conveyors; and blueberry processing equipment and line design products, including air cleaning and stick removal, foreign material removal, electronic color sorting, destemming, sizing, blueberry sanitation, dewatering, and line flow metering hopper equipment. Andgar Corporation was founded in 1935 and is based in Ferndale, Washington.
Today, Andgar provides family-wage jobs for nearly 150 people, all who carry on Andy and Gary’s values of honesty, reliability, and professionalism for their customers. They may be from a small town, but they look forward to bringing customers into their growing family of satisfied clients in NW Washington and across the globe.

Andgar’s Goal:

Their goal is to provide their customers with the highest quality products and superior services at a fair cost. They seek to reach this goal through the application of biblical principles in their daily business activities.

Keeping their core values, they have completed 44 years in the market and here are their happy customers :

Erin G.

“A+ service team! I called Andgar this morning because my heat pump had stopped working. Cindy answered the phone and was amazing – super courteous, knowledgeable, and seemed genuinely concerned about my family having heat for these chilly evenings. She asked lots of questions, then said she’d speak with a technician and get back in touch soon.

True to her word, I received a prompt phone call informing me that the technician, John, would drive out to my house this same afternoon and inspect the heat pump. I didn’t even need to meet him out there since I was at work. Awesome!
In the afternoon, I used my phone app to check the house thermostat and saw the temperature was climbing. So I knew the heat pump was working again. A few minutes later, John called to confirm everything was copacetic.

Thank you Andgar, I really appreciate the fast service and excellent follow-up. You guys did a super job today!”

Michael H.

“We have been using them for years to install and maintain our residential HVAC system.  They are, in my opinion, the very best at what they do. Wouldn’t even think of calling anyone else.”

Kevin G.

“Great experience with Fred the rep from Andgar.  The repair was not simple and yet it didn’t cost a fortune.  They were extremely reasonable and effective. Excellent service and they will be by go to company for any issues in the future.”

J H.

“Thank you Andgar for your clear communication, professionalism, and all-around solid work!  Over the past seven years you have continued to provide us with courteous and honest service during annual HVAC inspections and new installations… most currently the addition of a heat pump.  Your project quotes are spot on, your technicians are knowledgeable and they clearly know their craft. It is obvious that Andgar values customer service! Thanks again, job well done!”

How did SmartServ help them in their day to day activity?

SmartServ has played a vital role in our lives. In short, it has made our lives easy by providing a platform which helps us in accessing all the details in one go. 

We are using SmartServ and the best part is that we are not worried of losing any data unlike in the case where we used to use pen and paper. We used to send paper files to our technician which was itself a time consuming process. The technician would then need to fill out the details on a piece of paper which at times used to not even look professional. There is always a risk of losing that vital piece of information if we have a copy of it on paper. On the other hand, having a software solution store all the information you need would obviously be the best choice.

Below are a few major benefits to talk about:

  • The SmartServ mobile app allows us to have the power and resources that a dispatcher has at the office. We can access and update customer information, job notes, inventory, invoices, and estimates from wherever on the field which gets updated in real-time. 
  • With SmartServ, all updates and notifications come straight to my Ipad as soon as the dispatcher enters it into the system. 
  • SmartServ allows us easy access to all customer records, job history, job ticket details and inventory from the Ipad. 
  • With SmartServ, we can generate the invoice and get it signed on the spot. No week-long back and forth with the office or delays in transactions due to signature processing. Get it all done right there. 
  • SmartServ allows us to look up job histories for all customers
Has SmartServ helped in your revenue?

Yes, SmartServ has helped us in our revenue. We don’t have to go through of having hassles with a pen and paper for record-keeping, no need to travel to assign a job to the technician, no need to spend on couriers or posts and so on. Our revenue has increased up to 10 to 15% approximately. It has also lowered the time taken for a job to be completed hence improving efficiency, in turn, increasing revenue

Which is the feature you like the most?

We love the SmartServ platform but the best feature we love is the simplicity of using the software on the iPad as well as the web platform. Being a technician is not an easy job. Most of the time, you are on the field completely unaware of things that are going on in the office and the most difficult part is that when you receive a new assignment, someone from the office staff has to call you to let you know about it. 

The day we started using SmartServ, we are not dependent on the office to call us for any information. Every time we receive a job, it starts reflecting onto the tab with all the relevant details in real-time. 

In short, this application has reduced recurring transportation costs, Pen and Paper, courier charges, etc.

What was the average time you used to take to make an invoice earlier and what is the current scenario? 

It used to take much time to make a single invoice as we were dependent on technicians to provide details of the line items, but currently, it’s less than 5 mins of work for creating an invoice.

How much time were you spending on closing a job before SmartServ?

It was completely a manual task wherein we used to call the techs to get the status of each job. Once, they approve it we used to send invoices (Hard Copy) to the customer via post or courier and later had to follow up for the payment. Trust me, it wasn’t easy to finish a single job. We used to spend weeks to get everything done after the completion of a ticket. SmarServ saves our time a lot in terms of job completion, invoicing, customers’ details, Job history and many more. 

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author March 6, 2020 0 Comments

Myths About HVAC Services and HVAC Technicians

There are many myths revolving around HVAC services and HVAC technicians, let’s have a look at them 

Myth 1

One of the myths about HVAC systems especially industries concerned with chemicals and settings where fumes are released is that a sophisticated or high-quality or expensive HVAC system can deal with it but the fact is that it can’t control the harmful air pollutants or microparticles in the air.

To solve out that such kind of issues we require macro air fans or HVLS ( high volume low-speed fans and relying solely on HVAC systems is not going to get the desired result. 

Myth 2

Another myth is regarding the placement of thermostats. Before getting into the details, let us have a basic understanding of what thermostat is, how it works. The thermostat is the component of an HVAC system that senses the temperature of the location and then accordingly sends out signals to the main system which then accordingly maintains the optimum temperature.
So the emphasis is on the location of a thermostat, it is quite important to not locate the thermostat near the window as direct sunlight may cause the thermostat to record a high temperature which eventually leads to shutting down of the HVAC system.

Myth 3

The biggest myth of all which runs in the minds of people is that regular maintenance of the HVAC systems is not required, but the analogy of the car maintenance will explain the situation in a better manner. When car maintenance is not done on a regular basis the engine efficiency decreases which leads to a decrease in mileage that the car provides and noise.
Well, the same is the situation with the HVAC units, regular maintenance will ensure that smaller problems don’t lead to expensive repairs in the future.

Myth 4

Some homeowners think that larger systems will provide quality ventilation, heating, and cooling services, but that is not always the case. There are different kinds of HVAC systems and each of them has different functionality. So based on the size of the location, requirements of the buyer that person needs to make a decision as to which one will best suit his needs.

Myth 5

The HVAC systems with a good efficiency rating are enough to reduce the electricity bill – this is another myth. There are some other minute factors that need to be taken care of. A house or commercial place with leaks around the doors, windows can cause the inflow of cold air and this will fluctuate the temperature inside and cause inefficient working of the system, so a house or commercial place which is drafty might cause even a high rated HVAC system to give out a high utility bill if there are many leaks through which cool air is flowing in.

Myth 6

There are some people who believe that it’s better to increase the temperature of the AC system and keep it on when they are not in their homes. They feel that switching it on/off will lead to inefficient working but that is not the case, when not in use it is always better to switch it off, it will save energy and money both.

Asian engineer maintenance checking  condenser water  pressure gauge Premium Photo

Myth 7

“Closing air vents in the rooms which are mostly unused will recirculate the airflow into the rooms which are being used more” this is a popular myth. Doing this actually causes an imbalance in air delivery and also causes pressure buildup on the air vents and eventually might lead to major problems later.                             

Myth 8

Air filters don’t need to be changed on a regular basis, this has actually become the mindset of people. They need to understand the depth of the issue that they might be facing if they don’t get the air filter cleaned regularly, the dirtier they get the more inefficient they become in their working. They require attention on a regular basis.

Myths about the HVAC technicians 

Myth 1

HVAC technicians do not make much money – this is a major myth when it comes to technicians salary, you can check out the Bureau of labor statistics to check out the average salary that tech can earn and the ones who are proficient in this trade have a really good pay.

Myth 2

The number of people applying for jobs is very high compared to the number of jobs available ( applicant to job ratio is high )  – well that’s not true. The HVAC industry is looking at exponential growth especially because of technological advancements. The Internet of things (IoT) industry is advancing at a good pace, as a result, many different kinds of HVAC systems are coming up. With the fluctuations in the climate, the need for comfort systems has increased.

Myth 3

Another myth is that HVAC techs are not skilled workers. HVAC technicians actually need to go through specialized training and there is a certification process too. In fact, some states also require the technicians to go through a state-level exam. Techs will get to learn a lot about different technological developments in the HVAC industry over time and the misconception that it is not a skillful job is false. Many HVAC industries are looking out for techs who have proper certifications and who are competent enough to do the job.

Myth 4

Only men are HVAC technicians – the number of women technicians is low compared to men but there is a good number of women technicians. In fact, many women are actively looking for it and the jobs are equally rewarding for the women. 

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author March 6, 2020 0 Comments

Success Story of Liberty Plumbing, Heating and Air Conditioning

Liberty Plumbing Heating and Air Conditioning Inc., who strive to provide their customers and neighbors with the highest quality plumbing, heating, and air conditioning services have a work experience of more than 25 years and they continue to work efficiently and effectively with homeowners, general contractors, real estate companies, insurance companies, business owners, etc.

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A business that was founded in 2005 by just two people Jerry and Kristin, with a mission to provide the highest quality of services to the customers, has now become a successful business. Kristin and Jerry started their first steps towards taking Liberty to a greater front by covering a large area of San Diego County Riverside County, an area in Southern California of South Orange County.

Liberty Plumbing Heating and Air Conditioning after being for a long time in the industry have been recognized for their quality service and moreover have gained the trust of hundreds of people. They use to follow the method of paper invoicing for a long time and when they began, they were able to provide quality service but with time their company grew as the daily jobs kept on increasing and in order to keep up with that their crew size became 5 times of what it was initially, that is 10 members. Now the problem of using paper invoices became quite evident to them.

What change did Smartserv bring in the workflow and how did it help?

According to Kristin, they always did paper invoices until they came to know about SmartServ. She used to make invoices and put them in Quickbooks due to its ability to be used from anywhere and could work even if they were traveling. 

Kristin quoted:

 It was paper and Pen that’s what we did back then I would take those invoices from the technicians and I would input them and type them into QuickBooks

This method of making the invoices and inputting them in QuickBooks took a lot of time for Kristin and she was already struggling with the amount of work she had. The company also realized the fact that their industry is moving towards the digital format and that they need to keep up with that. This fact is in direct correlation with the statement that “Change is the new constant” which any industry expert needs to keep in their mind for the growth of their business.

She added, that some of the employees were really supportive of the idea of using online Invoicing. But unfortunately, most of the software out there were either too expensive for them or did not offer the facilities they wanted. But then, when they received a call from SmartServ. They finally found what they were looking out for. SmartServ became that piece in their puzzle of finding a way out of the paper invoicing problem with all the constraints into the new digital format.

How did Smartserv help in their Business?

Converting from paper-based invoice generation to SmartServ helped them to generate invoices quickly and hence deliver to their customers more efficiently, cutting down the time it took for them to literally taking the data and inputting it into the system and hence reducing the overhead cost and it was also requested by her employee that we go paperless.

How was the experience with Smartserv’s customer service?

Kristin stated that the efficient customer service provided by SmartServ outshone any of the negative points as they were quick to resolve any issue which they had. 

After almost a year with Smartserv Kristin added that, 

“So we have been very happy with SmartServ, we know that you’re a new company and are trying to find your way and so that’s a positive for us. That we’re helping you and you’re helping us and we’re pretty much-getting everything we need from SmartServ.”

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author March 5, 2020 0 Comments

How To Sell Recurring Service Agreements

The maintenance agreements have actually become an integral part of the business workflow of home service industries, we have 3 main categories of people who will be benefitting from it. 

The company
The employees
The customers

So before getting into how recurring service agreements can be sold to your customers, let’s understand what recurring service agreements are, and how they can be useful for your company.

Service agreements are the means to keep the business up and running during the periods when the demand/requirement for services is quite low. It helps bring in the money during the seasonal lulls. The service agreements are mostly prepaid and it is a contract made on a monthly or yearly basis.

It helps in building on the trust of the customer on our service. It helps in building customer relationships The maintenance agreements are generally sold at a discounted price, so if a customer would have called for a service that does not fall under a service agreement it would have cost him more. One more point which is worth keeping in mind is that the preventative work is done consistently on a regular basis, so customers can actually avoid a sudden emergency expense and with the HVAC, electrical and plumbing unit running efficiently, it will help them cut down on utility expenses too.

The service agreements also help in retaining the employees. The employees who do not have work during the seasonal lulls have the tendency to jump from one company to another. Service agreements are the means which provide a sense of stability as they are tied up to some kind of work even during the seasonal lulls. It creates a win-win situation for both the company and the employees.

You need to understand the timing of when to pitch to your customers about the service agreements, basically understanding the customer mindset is the key to it. The customer should not feel that you are just trying to draw money out of his pocket. The right time to pitch the service agreement would be when the customer is getting installation or service done as that would be the point when he would be actually understanding the importance of proper maintenance. Every customer is different, their requirements are different so telling them the benefits in a way that you create a sense of need or create a scenario of what future problems might arise will help close the deal. It’s basically a sales pitch so training your technicians on how to talk to them is going to be critical. They are the ones who will be on the field in direct contact with the customers.

Now How to pitch it is quite important, you must not bug down the customer with all the technical details. Putting forward the important details and explaining “what is in it for the customer” is the right way.

Stressing on both monetary and maintenance benefits. For example -Offering discounts which will basically depend on the extent up to which you can play on profit margins, based on which you can make the decision on what would be the optimum discount percentage you can offer and when you do this, mention the amount which they will be saving. This will increase the chances of swaying the customers into your direction.

To sell out recurring service agreements, it is important to track down all the customers who fall in the list of service agreement customers and nurture them using emails/message or build a connection with them on social media accounts throughout the year and not suddenly start contacting them just at the point when the agreement is going to terminate. The customers are pretty intelligent and with a plethora of good options available in front of them, it won’t take them much time to discontinue the agreement in case of people who are in-contract paying on monthly basis. In order to make them loyal to your brand or company, you got to earn their trust. The service agreement should be a way to show the customer that you are the best company offering the best services and this is how you take one step forward towards a long-lasting relationship with the customer. It will happen only through regular touchpoints not just on the field but even online, which can be done by providing valuable information about general utilities (HVAC, electrical, or plumbing ). For example – What are the simple things that the customers can do to keep the units working efficiently.

Let’s have a quick look at the increase in service agreements that Andgar Mechanical LLC made after they started using Smartserv software.

Andgar corporation is into different businesses and one of them is HVAC and plumbing, It started out in 1973. It is one of the top-rated HVAC company in Northwest Washington.

Smartserv is a field enablement software which will help in keeping the schedule organized, the invoice synced with Quickbooks and it has many more useful features which eventually helped Andgar manage their business workflow in a better manner.

To know more about the software – click here.

To Book A Demo – Click here.

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author March 4, 2020 0 Comments

Quickbooks Online vs Quickbooks Desktop: Which One Is Better

Quickbooks online vs Quickbooks desktop: which one is better?

When the question of “which one is better?” arises, the answer is not quite simple. It completely depends on the type of business that you are running, the budget, the features that you require. So we can’t come to a definite conclusion as to which one of them is better than the other. It completely depends on the needs of your business. Both the versions have their pros and cons, but on the whole, after doing a quantitative and qualitative analysis one can say that Quickbooks online outweigh Quickbooks’ desktop version.

Quickbooks Desktop

Quickbooks desktop rolled out in the market way back in 1992 and has made a lot of progress since then, right now they have three different product categories under it

Quickbooks desktop pro – This version is mainly useful for small-sized businesses

Quickbooks desktop premier – This version is mainly useful for medium-sized businesses

Quickbooks desktop enterprise – This version is mainly useful for large-sized businesses

Quickbooks Online

Quickbooks Online came out in 2004 and right now in 2020 they have made many major changes which will be mentioned in the sections below

One major difference that can be put straight up is that QuickBooks Online can be accessed anywhere as it is cloud-based software, whereas QuickBooks desktop is installed on a computer or a laptop and data can be accessed only through that particular gadget.

Cost structure

Let’s start off with the pricing of QuickBooks online and QuickBooks desktop

Quickbooks desktop has a license pricing model.

As of February 2020

Pro falls at a price of $299.95/year

Premier falls at a price of $499.95/year

Enterprise falls at a price of $970.40/year

Quickbooks online has a SaaS pricing model

As of February 2020, the pricing of Quickbooks online pricing is as follows

The self-employed model priced at $7/month

The Simple model priced at $12/month

The Essential priced at $20/month

The Plus priced at $35/month

The Advanced $75/month

Learning Curve and ease of use

The Quickbooks desktop has a steep learning curve. It is much easier to learn and use the Quickbooks online version when compared to the Quickbooks desktop. To learn Quickbooks online one doesn’t need to be an accountant, it can be learned by any business owner.

Quickbooks Invoicing

When we talk about Invoicing, the design or User interface of the invoice report, it is very easy to understand which even a person who is not tech-savvy or a person with not a deep understanding of financial reports can understand.

Whereas the Quickbooks desktop has an old traditional invoice template which is also quite tough to customize.

Other than customizations the Quickbooks online has better automation available

Some of them are –

· Tracking of invoices which will help you see if the client has received the invoice, paid the invoice or not.

· You will have the ability to send invoice reminders to the customers.

· Online payments can also be made by the customers on the client portal.

Financial reports

In terms of reports, Quickbooks desktop is a bit ahead compared to the online version.

Quickbooks desktop has three models as mentioned before, QuickBooks desktop pro offers 130 reports whereas Quickbooks premier and enterprise have 150+ industry-specific reports. So basically you will be getting more number of reports which will provide better insight.

On the other hand, we have Quickbooks online which offers up to 80 reports which actually depends on the type of plan that you choose out of the three plans that they provide.

Customer Support

In terms of customer support both the accounting software don’t perform very well. This particular aspect is where both the versions of Quickbooks fall below the expectations of the customers. Intuit has been working on making the customer service better but still there have been issues with the wait time. The wait times are long and this is a major problem that needs to be resolved.

Some more Important differences

Data security

The Quickbooks desktop is something that is locally handled so the security part is completely on the user and is actually a bit safer as no one else can have access over it whereas in case of Quickbooks online the security is taken care of by Intuit as it is cloud-based.

Software Updates

Quickbook online offers software updates in real-time which will be available to the users as and when they are released and it also provides bug fixes, whereas in the case of Quickbooks desktop you need to wait until the new version is out in the market and there is an additional amount that needs to be paid for it.

Mobile apps

Quickbooks Online provides mobile apps on the iOS and Android operating systems which can be accessed anywhere, anytime but that is not the case with Quickbooks Desktop.

Features and Optimizations

Feature-wise Quickbooks desktop has got some features that are not so effective in Quickbooks online, for example – to manage job costing and large amounts of inventory which is a very important feature for businesses like retail stores, Quickbooks desktop is a better solution.

When it comes to automization, Quickbooks online holds a better stand, business owners can manage their accounts quickly and efficiently. All the debit or credit card data will be synced in real-time.


The present scenario is such that most of the people are making a transition from desktop to online version whereas the people who are using desktop version are using it because their business needs and the features of desktop version strike well and the other set of people are the ones who have been using it since a long time and don’t want to change the way they operate, it’s mostly the people who are not so tech-savvy.

If you want to know more about Quickbooks online versions watch this –

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author March 4, 2020 0 Comments

Trends Of Digitalisation In The HVAC Industry

Technology has changed the pace of every business, and it doesn’t matter which industry you belong to. The new generation of Customers is getting advanced with time. “Time is Money”, It is a world where everything is done in a few clicks.

The Traditional way of doing business is history now. The process is changed. Everything is automated and the focus has shifted to higher recurring revenue with increased loyal customers.

For HVAC Contractors, there is a big difference between Digitization and Automated Digitization.

Contractors who have already adopted technology into their process has experienced the following biggest benefits in a very short period.
1) Transparency in day-to-day operations
2) Right Business Metrics at all the time
3) Higher customer satisfaction
4) Increased sales and productivity
5) Secured Financial Information 
6) Efficient in Customer Engagement 

Automated digitization has reshaped the HVAC business in recent years. As per the studies, demand for HVAC has increased by 6.8% annually in 2019 about a total of $20.4 billion. Mobile Solutions have played a bigger role in this growth.

Now contractors are getting smarter and doesn’t matter if it’s a small or mid-sized business, residential or commercial, someone starting the business from zero is able to experience a very quick growth at the initial stage with the help of few powerful features like in-build Call Integration, Smart Scheduler, CRM, Accounting Integration, Automated Maintenance Agreements, Inventory Management, Picture Price Book, multiple Payment Integration options, etc. 

This industry-specific mobile software is available at very reasonable prices in the market. However, every single one is different from the other due to its limitations and specifications.

Only the United States is expecting revenue growth of around $60 billion in the coming 12 months. Climate changes are forcing the contractors to have a robust solution and manage all the existing customers from a single touch-point ensuring high-quality services, and long-term relationships and it is possible only through a Smart Application accessible to all the members within the business on real-time.

Contractors still carrying out the business manually, are facing stiff competition on various levels and losing customers gradually within a short period due to poor operational stats and lack of data available to them.

Example- Nokia’s legacy in the Global phone market came to an end due to the following reasons-
1) Ignored the Market

2) Overlooked the threats from Competition

3) Choose to stick with the same old platform 


4) Lack of Innovation and Adaptability
As a result, Apple and Google are the legends now for continuously being Innovative and creative in their technology.

Learning — HVAC contractor has to evolve and adopt automated digitization not just to get a competitive advantage in the market, but also to maintain the revenue curve higher during non-seasonal periods.


The development of the Internet of things (IoT) technology, cloud computing, big data solutions, wireless and network solutions are replacing traditional solutions. Data analytics, and big data solution have become popular with the introduction of smart Solutions and digitization of HVAC systems.

This data can be used for future operational decisions. Data analytics is helping HVAC owners save energy consumption and money which are mostly invested in purchasing unnecessary equipment or replacing outdated equipment.

With the help of these tools, the office staff knows who be the right technician to perform a specific task, and what has been the customer’s service history. As a result, the technician is equipped with the right information before reaching the job site.

The HVAC owner, on the other hand, is having a complete watch on both the office and field team on a single screen and can make quick changes that are updated in real-time to everyone.

The days of paper invoices and forms are over. These Mobile Solutions enabling the techs to create estimates, invoices, and any other form in just clicks by making the office-workers job a lot easier. Instant payment integration has kept the cash flow coming in on an everyday basis.

Through digitized solutions, the owner is now able to identify the Market knowing exactly how much revenue sourced by various job types, locations, etc. through data analysis. Also, it helps discover which marketing campaigns are yielding revenue and which types of services are being sold the most.

The HVAC owners are staying connected with the customers through intuitive and real-time engagement touchpoints by sending pre-job and post-job greetings and alerts. Letting customers know when their technician is dispatched and arrival time. Sending them emails or texts with attachments to their invoice and collect feedback before the tech leaves the site to ensure a high-quality experience.

It provides the technicians with access to a complete history of past records, and an opportunity to increase conversion of quotes, do invoices and collect payments, much faster. Also, allowing the in-house team to convert more calls into booked jobs and increase the average job ticket size by allowing the field techs to sell more estimates and equipment in the field.

On the field, this has been a great relief as now it is much easier to collect comprehensive information about the problem using custom forms & checklist. They are able to collect open-ended data or dynamic drop-downs to the customers a list of options to choose from. Even trigger techs to automatically fill this out in different parts of the job cycle, making sure the techs collect every information.

It allows business contractors to import and upload their own price-book which is on excel, or in any other format and easily implement any updates on pricing across the board for the entire company account. It is much easier now to build estimates and email those out to the customers to track and get converted to a full-blown job.

Out in the field, techs browse the price book, any descriptions, product information, and easily build beautiful, and optimal estimates that convert much faster. It’s much easier to set up recurring membership services through digital platforms and searching through service agreement files for scheduling prepaid visits becomes a breeze. Prior notification for renewal as it can set up the contracts to automatically renew and convert additional opportunities through recommendations from the past equipment health.

Technicians can easily log in their travel time, clock-in, clock-out and break intervals for each job while on live which later sync back to their payroll in seconds. With the help of digital signatures, techs can collect payments on the jobs as soon as the job completes. Whether capturing cheques or credit cards, making it as easy as capturing them using the camera and keeping the office notified with open balances on invoices.

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author March 4, 2020 0 Comments

How To Grow Your HVAC business

The HVAC industry has seen exponential growth in the last decade. The global HVAC market evaluation stood at 138 billion dollars and it is expected to cross 207 billion dollars by 2022.

The companies in the HVAC segment are facing heavy competition. To sustain in this competition and grow the business, business owners need to stand out. Let’s look at some of the tactics that the HVAC service industries need to adopt

What would happen to a warrior going to a battlefield without enough battle gear or right kind of gear? well, that was an analogy to make you understand the importance of equipping the technician with the right kind of technological knowledge.

You need to be up to date with the industry trends and that can be done by attending seminars, HVAC meetups, conference related to HVAC service industry and when we start talking about technology implementation it is not just the technology in HVAC systems but also CRM software ( Customer relationship management software ) or HVAC software that plays quite an important role in streamlining the workflow of all the operations right from scheduling, dispatching, invoicing, tracking the technicians. It increases operational efficiency and it is going to be beneficial especially in the peak seasons where the requirement for HVAC services is high, scheduling and tracking becomes a tedious task without HVAC software.

You got to invest smartly to get it right.

Quality of service that you provide to the customers is an important factor which needs to be taken into consideration when you want your customers to become repeat customers and also in maintaining a strong relationship with customers, we can also put it as brand loyalty which will build over time only if your company succeeds in hitting the right chord in terms of services. Word of mouth reviews or recommendations is a very powerful tool. You must have come across a proverb “one bad apple spoils the barrel” and negative reviews from your customers can spread like a wildfire and I am sure you don’t want to get caught in it.

When we talk about the customers who work during the weekdays and are available at home only on weekends, for them time is important as they want to spend quality time with their family or do some other work, they can’t afford to spend a lot of time for the technicians to complete the job. In situations when they want something to repaired or installed, they want it to be done quickly and as soon as possible. Now keeping such kinds of customers in mind, scheduling your technicians smartly based on their skills and also the number of requests and demand is important. This is something that you need to understand and manage efficiently for better and smoother functioning. HVAC software or HVAC dispatching software will help out in making things much more easier in these aspects.

Marketing is one of the pillars in growing the HVAC business

The first and foremost thing to be kept in mind is having a strong online presence, gone are those days of traditional offline marketing, everything is getting digitized and people are looking out for all kinds of service, products online. People are becoming more aware and as they have a plethora of options in front of them, they do proper research and think twice before making a decision. A strong website that is optimized for search so that it comes on top of the search results, must have the right content which is straight to the point and it must be mobile-friendly. When we talk about Search engine optimization (SEO), a blog is a necessity on the website, blog is the thing that makes the website dynamic and brings traffic to your website. Writing out useful content will surely bring visitors on the website which over time will facilitate in building the trust of the customer.

As there are many local HVAC service industries with a website there would be a tough competition among these HVAC companies to rank on top of the google search engine results and hence it becomes important on understanding how to convert the visitors to the website into customers which basically is about conversion rate, this needs to be optimized by using the right CTAs ( call to actions) and placing them at right spots.

Make the best use of social media platforms, local businesses can create a bond with the customers which can be developed by posting valuable content consistently. Research about your competitor’s online presence so that you don’t end up posting similar kinds of content. There are many detailed social media strategies explained in detail, you can check these sites –Social Media Important Tool for Small Business and18 Social Media Marketing Tips From the Pros.

The points mentioned above were about marketing your company organically, without any investment which will bring out results for sure but it is a time taking process and if you are looking out for quick results, you got to spend some bucks. You need to start advertising online.

Advertising on the right channel consistently especially during the times when there is a peak demand will give returns but choosing the right channel and right mode is crucial. Advertisements can be text ads, email ads, display ads or video ads. Deciding which would give the best return on investment is a crucial decision that you got to make.

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author March 4, 2020 0 Comments