HVAC & Field Service

These industries are comprised of companies that sell new equipment and parts to both commercial and residential customers. HVAC companies primarily install and service heating, ventilation, air-conditioning (HVAC) and refrigeration equipment. Companies typically manage many resources across one or more locations that represent the “field service” team. This team may perform tasks that include new installations, additions, alterations, maintenance and repairs. Field service management features in integraSoft enable companies to manage schedules and dispatch, tasks/activities, integrate with inventory, billing, accounting and other back-office systems. The organizations often have some point of sale for the parts desk, provides bids and quotes for new jobs along with managing the sales pipeline.