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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Customers are essential to your business's success, and understanding their history, needs, desires, and your commitments to them is crucial. Implementing HVAC customer management software is vital to streamline your customer service efforts. Not only does this tool enhance your ability to offer superior customer support, but it also aids in managing technicians, invoicing processes, and customer payments effectively. By utilizing HVAC CRM Software from P3, you can gain comprehensive insights into all aspects of your operations. This software not only elevates your professional image but also empowers your field service technicians to deliver exceptional customer service. You can effortlessly send text and email notifications to clients regarding overdue invoices, upcoming appointments, changes in schedules, and other important updates. This functionality ensures that both your technicians and staff have a clear understanding of each customer's journey, from scheduling calls to finalizing payments, thereby enhancing the overall efficiency of your business. Ultimately, investing in such a system can significantly improve customer satisfaction and loyalty.

Description

ServCraft is a cloud-based solution designed specifically for managing jobs and field services in installation, repair, and maintenance sectors. This software consolidates customer inquiries, quotations, scheduling, job tickets, technician updates, inventory management, and invoicing into a unified platform accessible by both office personnel and field teams. Users can generate quotes and invoices, assign tasks to technicians, and utilize forms, checklists, and images on job cards, while also capturing customer approvals and recording additional work via the mobile app, even when offline, before syncing the data later. The system offers features for job costing, visibility of stock in vans and branches, customer portals, online payment options, and accounting integrations with platforms like Sage One, Xero, and QuickBooks Online. Teams are able to oversee workflows and manage user permissions through both the web-based application and mobile interfaces. ServCraft caters to various trades including plumbing, electrical, security, solar energy, HVAC, and other installation and maintenance services, ensuring that a wide range of industries can benefit from its comprehensive functionalities. Overall, ServCraft enhances operational efficiency and communication between different teams, ultimately improving service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero No 

Integrations

QuickBooks Online Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

R349/user/month
The Standard plan costs R349 per user per month, excluding VAT, for up to 20 users. Custom pricing is available for larger teams. A 14-day free trial is available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HVAC Business Solutions

Founded

2007

Country

United States

Website

hvacbusinesssolutions.com

Vendor Details

Company Name

ServCraft Africa

Founded

2016

Country

South Africa

Website

www.servcraft.co.za

Product Features

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

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