HVAC

HVAC

The Allbase Suite can help streamline almost any business. It stands out as the top choice for many HVAC contractors when it comes to features:

Quoting and Invoicing

The Allbase Suite greatly simplifies proposals and billing for contractors. With the quotes module, you can generate and email quotes with ease.

Once a quote has been approved, it can be converted into a sales order or invoice. The built-in status tracking allows you to monitor quotes and invoices for completion, approval, delivery, and payment.

Custom pricing levels allow you to apply discounts to certain clients. Bundles (or "kits") allow you to group together related products and services for even faster proposals and billing. Price schedules allow you to set up different prices based on product quantity.

Recurring billing simplifies the process of generating invoices for monthly, quarterly, and annual contracts. With the Allbase Suite, you can enter your billing schedule once and have the system create and email your invoices automatically.

The Allbase Suite features a robust commission system to meet your needs. Commission can be assigned on a per-invoice basis, per-item basis, or even be assigned to all invoices for a certain client. Even or uneven splits enable the control you need when it comes to salespeople or sales teams.

Accounts receivable and collections are greatly simplified with the Allbase Suite. Dozens of built-in reports and custom triggers allow you to keep on top of all of your vital information. The system even synchronizes with popular accounting software, including QuickBooks and Peachtree.

Tracking Work Orders and Inventory

The Allbase Suite's powerful ticketing (or "work order") system allows you to track all of your work performed and inventory used.

Tickets allow you to coordinate all completed and upcoming jobs. Assign employees or teams to a ticket, enter what has been and what needs to be done, and fill out any custom fields you configure.

For larger tasks, the Allbase Suite has a projects module for grouping related tickets, appointments, quotes, and more. Projects also allow you to create milestones and track the progress of a job. All data in the system is searchable, allowing you to filter down to only the information you need.

In addition to tracking services, you can easily track products sold and consumed. The inventory and vendors systems let you manage all of your warehouses, vendors, and unlimited parts. For vendors with electronic databases, you can automatically import parts lists for real-time pricing and availability.

Scheduling and Mapping

The calendar system in the Allbase Suite makes it easy to organize schedules for everybody in the company. Quickly see where your employees are, which clients are being serviced, and what equipment is being used.

Thanks to recurring appointments, you can enter your service agreements once and be done. Reminders allow you to keep up on day-to-day tasks with ease.

One of the most useful features of the Allbase Suite is its built-in mapping. Visualize where all of your employees are, get driving directions, and plan service routes. You can even map out your clients to plan where to market.

Clients and Self-Service

Keeping up with clients has never been easier than with the Allbase Suite. From leads to prospects to clients, you can track all of your information in one place.

Built-in marketing tools make it easy to track leads and automate mailers. The Allbase Suite's powerful CRM can be used to document all contact history with a client. With it, you can view all of a client's appointments, quotes, invoices, projects, and tickets in one place.

Furthermore, it's easy to keep track of clients' locations and inventory with the Allbase Suite's client inventory manager. Files (such as contracts, blueprints, or maps) can easily be attached on a per-client or system-wide basis.

Best of all, the Allbase Suite enables your clients to log in to a custom-branded portal. Allow your clients to view or request appointments, view invoices, track and open tickets 24 hours a day at their own convenience.

Work Anywhere, Any Time

The Allbase Suite empowers your entire team to work from anywhere at any time. There are no servers to purchase and no expensive network equipment -- all you need is a modern web browser.

You can even work offline, thanks to the Allbase Suite To-Go. This small program allows you to view and update clients, tickets, and scheduling from your roaming laptop. Data is automatically synchronized whenever you're online, keeping you connected no matter where your work takes you.

Included support for synchronization with ActiveSync allows you to take your data with you on your Palm, Pocket PC, or other portable device. There's even specialized support for BlackBerry handheld devices, allowing you to quickly update scheduling and ticketing from the road.

Get Started

Interested in finding out more about the Allbase Suite? Please sign up for a free demo or contact us with any questions.

Ready to try the Allbase Suite? Sign up for a free demo now!

Sample Companies

Heating, Venting, Air Conditioning, Refridgeration, HVAC Repair, HVAC Sales and Service, Furnace Sales and Service, Contractors, Home Improvement, Handyman Services, Roofing, Siding, Windows, and Home Improvement.