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Create, Customise & Email Quotes
Track Staff & Monitor Progress
Create & Manage Recurring Jobs
Authorise & Invoice Immediately
HVAC Software - Field Service & Job Management Software for HVAC companies
How can Eworks Manager's HVAC Software help your business in the HVAC maintenance and installation industry?
Our software is built explicitly for HVAC businesses. It assists with the management of past, current and future appointments, finances and more. It enables you and your customers to capture and plan jobs, monitor stock, track your vehicles, monitor staff in real-time and much more.
PPM - Recurring Jobs
Our Recurring Jobs feature allows you to create and plan for jobs that reoccur every week, month or year. Once you have set up a regular maintenance job, our system will automatically set appointments with the re-occurrence rule you have created. You can even choose when the job should show up on the system before the due date. Once added, you can manage your workforce to complete the tasks. You can also manage your company projects, including ones which require sub-contractors, all within one system.
Our Asset Management Software aids in creating and managing recurring and urgent tasks, maintenance services, invoices against assets, and recurring invoices.
Keep track of internal assets, whether it be office equipment, vehicles, and customer assets. This includes air conditioners or any other equipment provided to a client that may need a regular service.
Plan jobs efficiently
The Time Planner built-in to our system is the perfect feature to allocate unassigned jobs to available staff. See who is available and then distribute the job to your employee's calendar with our drag and drop method. You can distribute callouts using our smart or auto planning features. Our Staff Scheduling Software automatically updates your staff's workload and schedules on the Mobile App diary.
Quote clients with ease and convert estimates to jobs
Create estimates and quotes for clients and print or email quotes direct to your customers.
You can instantly convert the quotes into jobs, without losing any data attached to the estimate.
Our app lets you create quotes on-site, speeding up the entire job process.
Invoice quickly and easily
Generate invoices on the go from the Mobile App or the Admin System. Invoices can be customised for your company's brand, structure and layout. Manage your overdue invoices and set payments conditions for each customer.
Eworks Manager integrates into SAGE, Xero and QuickBooks accounting software, for your convenience. Our software also enables you to export your invoices for accountants or bookkeepers.
Our comprehensive reporting feature gives you a breakdown of all invoices and each of their statuses. With this information, you can monitor all invoices that have been paid and determine which are still outstanding.