ServicePal for HVAC 4.20

ServicePal for HVAC is an app designed to assist HVAC technicians in creating professional estimates, invoices, and work orders directly while on the job. It offers a range of custom invoice formats, including HVAC and Plumbing inspection forms.

The app enables users to manage jobs, schedules, dispatches, invoices, estimates, and payments from any location. Noteworthy features include the ability to track equipment, manage service agreements, and automate job scheduling based on service agreements.

• Ready-to-use Templates: Access a variety of invoices, work orders, and maintenance agreement templates to streamline your business operations.
• Customization Options: Customize forms with coupons and customer specials to enhance customer engagement.
• Paperless Solution: Save time and resources by transitioning to a paperless business model.
• Secure Payment Processing: Accept debit/credit card payments at a competitive flat rate. (Merchant account required, optional feature available in USA/Canada only.)
• Enhanced Customer Interaction: Increase Google reviews through automated text messages and send appointment reminders to homeowners.

Other notable features of ServicePal for HVAC:

• Turns your iPad into an electronic clipboard
• Email estimates and invoices instantly
• Supports printing on AirPrint printers
• Offer discounts, coupons, and specials
• Record payments and issue receipts
• Custom invoice formats with signature capture, photo integration, and business-specific details
• Equipment tracking capabilities
• Integration with Apple and Google Maps
• Suitable for multiple technicians with job dispatching and collaboration tools
• Highly secure cloud storage with encryption
• Dedicated equipment inspection features
• Good/Better/Best proposal options
• Support for manufacturer-specific forms (Carrier, Bryant, Lennox, etc.)
• Customer import feature compatible with QuickBooks Desktop and QuickBooks Online

User Testimonials:

• "I love this app. As an HVAC owner, I was able to customize forms to meet my needs. Highly recommend ServicePal."
• "ServicePal has helped streamline our business and stand out from competitors. Customizable forms are a great feature!"
• "ServicePal simplified our dispatching system significantly—a highly recommended solution."

Support:

Contact ServicePal for HVAC support via phone at +1 650 285 2382 or email at [email protected]. Assistance is also available through email or chat.