As an HVAC contractor, it can be hard to keep your cool trying to manage it all; from scheduling jobs to completing estimates and especially making sure you get paid. And let’s not forget actually doing your job. Luckily, there is an HVAC software for you.

Thryv’s do-it-all platform has revolutionized the way HVAC businesses operate by streamlining your operations. Here are five ways you can use Thryv to make running your business easier and more efficient:

Manage Your Schedule in One Place

Avoid missed appointments, double bookings and crossed wires with Thryv’s calendar. This robust small business software solution allows you to manage your team’s schedule and sync calendars to see what job each staff member has lined up. Keeping you and your team in the loop.

Plus, with Thryv you can let potential customers to book appointments without your help.

Respond to Conversations Quickly and Easily

When you’re always on the go, you don’t have time to check multiple platforms or dig through your inbox searching for messages. That’s why having all of your messages centralized in one inbox is the perfect solution for HVAC businesses.

No matter where or how your customer decides to contact you (Facebook, Gmail, webchat, text and more), with Thryv’s Centralized Inbox all your conversations are in one location.

Additionally, with your messaging connected to your CRM, you’ll have easy access to customer information and job histories (but we’ll get into that later).

Reduce No-shows with Automated Job Confirmations and Reminders

Speaking of customer communication, Have you ever shown up to a job site but the customer wasn’t home? Say goodbye to forgotten appointments and lost revenue with automated appointment reminders — a very necessary feature for any HVAC software.

And you guessed it, Thryv’s got you covered.

By sending automated job confirmations when an appointment is booked and follow up reminders, you reduce the likelihood of no-shows. This enables you to provide a smoother, more efficient experience for everyone involved.

But automation isn’t just for appointment reminders, here are some other ways to automate customer communication:

  • Requesting a review following a job well done
  • Sending a friendly reminder for payment requests
  • Alerting customers to a “Summer Cool Down” promotion

Keeping the lines of communication open between you and your customers is just one way to keep customers happy and coming back.

Track Job Histories to Improve Your Crew and Customer Experience

Do you remember what the issue was on that air conditioner you services back in 2021? I doubt it. But that’s OK — Thryv makes it easy by keeping job histories organized.

When a customer comes calling a day or even years after their last service — all the information you need will be right at your fingertips. Access past job details, including notes, invoices, estimates, document, photos and more right from your CRM.

Plus with Thryv’s collaboration tool, TeamChat, you can efficiently talk shop or discuss projects with team members one-on-one or as a group.

Send and Approve Estimates with a Few Simple Clicks

Wish there was an easy way to create, send and approve estimates while still on the job site? With Thryv you can do all that right from your smartphone. No need to head back to the office.

And if you want to get paid even quicker, check out these tips:

You could be thinking, this is all fine and dandy for a small job. But, what happens when my client needs a brand new air conditioner that will cost them a pretty penny? Thryv’s got you covered there, too.

Give your customers more purchasing power by offering consumer financing to help them turn that “maybe” into a “yes!”

Learn more about the ins and outs on consumer financing from this webinar with our partners at Wisetack.

HVAC Software for Your Small Business

Thryv is the best HVAC software for small businesses looking to streamline their operations and improve their customer experience.

With features like centralized scheduling, job history tracking, and automated reminders, Thryv makes running your HVAC business easier and more efficient.