Make Your HVAC Service Routing Faster and Better

Make Your HVAC Service Routing Faster and Better

Make Your HVAC Service Routing Faster and Better

Import up to 500 stops from your contact book while avoiding duplication or typing mistakes to schedule HVAC service appointments. Elevate high routing accuracy to help your technicians reach the right address at the right time.

Besides, you can add specific service details requirements for each stop so technicians stay prepared with all the equipment they need, reducing return trips and overtime expenses.

Upper Made HVAC Field Operations a Cinch!

Alan Paul, Field Dispatch Manager, SummerComfort

As we expanded our business, managing an ever-increasing client base was getting out of hand. Since implementing Upper, we have been able to not just handle multiple clients’ requests but also accommodate last-minute requests effortlessly. All credit goes to Upper’s incredible routing capabilities and the flexibility it provides in making mid-route edits. In short, we are serving more clients per day without missing a single service window!

Alan Paul, Field Dispatch Manager, SummerComfort
Alan Paul, Field Dispatch Manager, SummerComfort

Your HVAC Service Business Attain Peak Efficiency

Handling multiple HVAC service requests and last-minute changes while minimizing the idle time between jobs is imperative to maximize your team’s efficiency.
Upper’s HVAC software can be your go-to solution to help achieve that.

Benefits of HVAC Routing & Scheduling Software

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Higher profitability

Utilize Upper’s advanced routing algorithms to plan intelligent routes. Serve more clients with less time on the road to maximize profitability.

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Enhanced flexibility

Handle last-minute service requests or cancellations with ease. Simply drag, drop, add, or delete stops to update your in-transit routes based on changes.

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Enhanced flexibility

Handle last-minute service requests or cancellations with ease. Simply drag, drop, add, or delete stops to update your in-transit routes based on changes.

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Real-time visibility

Monitor your field technicians’ live locations with real-time GPS tracking to identify issues or delays and act proactively to eliminate them.

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Easy mobile access

Let HVAC technicians view work orders, clients’ details, and service notes. Keep them informed of mid-route changes via in-app chat to ensure adaptability.

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Data-driven decisions

View the total service jobs completed or missed per route or technician to evaluate overall performance and take informed improvement measures.

Flexible Integrations to Build a Well-Connected Workforce

No more switching between apps to control your different business aspects, such as appointment booking, order management, or team communication. Integrate Upper’s HVAC dispatch software with existing systems to automate your workflows.

Accelerate HVAC Routes Now

Save up to 20% of your technicians’ time on the road. Help them reach more clients everyday with Upper’s smart algorithms.

Frequently Asked Questions

  • What is HVAC management software?

    HVAC management software (also known as commercial HVAC software or HVAC service software) is a specialized software solution that helps manage multiple aspects of HVAC businesses. It helps automate and streamline processes like estimating, service routing and dispatching, invoicing, payment processing, and collection of digital proof of service to elevate overall business efficiency.

  • What are the benefits of HVAC service software for HVAC contractors or businesses?

    HVAC software for an HVAC company helps elevate efficiency by automating tasks like scheduling and dispatching. This software also helps boost customer service through time preference based online appointment booking and real-time ETA updates. It also helps cut down on costs through optimized routes and real-time route adjustments that minimize the wasted time between jobs, mileage, and fuel or maintenance costs.

  • Are there any free HVAC route scheduling solutions?

    No, there are hardly any free HVAC software solutions for infinite time. Most of these software solutions provide a limited free trial period or demos like Upper. Some HVAC routing software also works on a freemium model where they let you access limited features and pay a certain amount to unlock all the functionalities.

  • How can HVAC service software help HVAC professionals?

    Upper’s dispatching software for HVAC is designed keeping in mind businesses of all sizes. It facilitates easy job management end-to-end from scheduling tasks to tracking progress and collecting proof of service. It also helps dispatch your drivers on the most cost-efficient and shortest routes to reduce their idle time, maximize service appointments, and send accurate ETAs to customers through real-time tracking.

  • Does HVAC software integrate with existing business systems?

    Yes, of course. Upper’s HVAC scheduling and dispatching software offers integration with enterprise-critical systems, such as business process management tools, marketing automation software, order tracking solutions, or HVAC estimating software. It helps centralize and manage all your business operations efficiently. While some integrations may be free, others may require Zapier.

  • What are the benefits of GPS fleet tracking?

    Upper’s HVAC GPS tracking software provides real-time locations of every technician to identify the ones running behind the schedule, identify the reasons, and act proactively to minimize delays. It also helps calculate and send dynamic ETAs to customers to keep them engaged. It also flags overspeeding instances to track and improve technician’s driving behavior for enhanced safety and legal compliance.

  • Does HVAC service scheduling software provide an app for technicians?

    Yes, Upper does. It provides a separate app for technicians to view their daily routes, customers’ details, and changes in schedules. It helps them stay prepared with the right equipment and improve first-call resolution rates while minimizing return trips.

  • Which is the best software in the HVAC industry?

    There is no specific answer to this as it is subjective and depends on your unique requirements and preferences. As a thumb rule, it is recommended to go for software that lets you manage multiple business aspects cohesively instead of disparate apps or programs for different aspects such as an HVAC scheduling and dispatching app, HVAC accounting software, inventory management tools, or an HVAC estimating solution.