HVAC Software Tools Make A Difference
John Vastyan
Contractors Choose Packages that Improve Business Operations
Successful contracting firms typically want to make the best use of
their time and resources,which is why most rely heavily on robust
software packages to keep their businesses running smoothly. To make
sure they invest in the right software, owners and/or managers often
dedicate copious amounts of time to researching which packages make the
most sense for their businesses.This can be a daunting task, as there is
a wide variety of software packages available for contracting firms,
and most vendors are constantly improving their offerings.
But with an economy that is still weak in many parts of the country,
making the time to choose the right software package is an important
step toward improving the bottom line.
Wrightsoft to the Rescue
PBCI-Allen Mechanical and Electrical, State College, Pa., is a case in
point, as it is growing at a time when the Pennsylvania economy is still
struggling. Fewer projects have led to tougher competition, and the
transient nature of this college community means the firm usually only
has one chance to make a good impression.
“Everyone’s always on the move, and we’re constantly demonstrating our
capabilities to new customers,” said Dave Bloom, comfort specialist,
PBCI-Allen. “As a result, we get good at showing the customer the value
of doing business with us very quickly. A competitive, accurate bid,
delivered quickly, does wonders.”
To create that bid quickly and accurately, the eight residential
installers at PBCI-Allen have come to rely on Wrightsoft’s Right Mobile
Consultant (RMC), a versatile, cloud-based tool that automates a
repeatable sales process. Designed to work with many devices, including
desktop computers, laptops, and tablets, techs can quickly complete an
Air Conditioning Contractors of America (ACCA) Manual J calculation on
site. Generating proposals and determining return on investment (ROI)
with the software is simple, said Bloom, once the load calculation is
complete.
“It’s a user-friendly tool that makes me look good in front of our
customers,” said Bloom. “It has standardized our sales process and
given us a professional feel that would be tough and expensive to
duplicate otherwise. It shows the homeowner that we take their business
and their comfort seriously. Our profitability has also improved as a
result of the [software’s] accuracy.”
Thornton and Grooms (T&G) Heating and Air, Farmington Hills, Mich.,
is another company that has come to rely on Wrightsoft to help boost its
bottom line. Located just outside the economically challenged city of
Detroit, Dave Knight, sales and marketing manager, T&G, has found
that investing in Wrightsoft’s Right-Suite Universal in the office and
Right J Mobile in the field has improved the accuracy and speed of his
technicians while giving them a more compelling way to engage and
interact with customers.
“Investing in heat load sizing software has strengthened the work that
our field techs and estimators are doing in the field,” said Knight.
“And with better software, we’ve been able to tighten our estimates
while giving our techs a range of options, each with a price that
reflects choices made by the homeowners.”
Right-Suite Universal offers integrated residential and commercial
software consisting of 20 modules, all of which are automatically
updated. Users select capabilities that meet their needs, from ACCA’s
Manual J, Manual D, and Manual S, to ASHRAE’s Radiant Time Series, as
well as geothermal loop design, operating costs, proposals, and bills of
material.
“When we’re using the Manual J load calc software in the field, we know
we’re making sound recommendations,” added Knight.“There’s no guesswork.
With the software, it’s clear to customers there’s value in the extra
work we do prior to the installation. It gives us a competitive edge.”
Show and Tell
HVAC Showroom is a unique software product designed to help educate
consumers about different residential HVAC products. Developer
Opportunity Interactive has accomplished this by combining interactive
animations with engaging media components to create an informational
experience that educates homeowners about the many features and benefits
of HVAC equipment and accessories.
Edward McFarlane, general manager, Haller Enterprises, Lititz, Pa.,
likes the software, because, “It’s not us just telling the customer what
they get, it allows them to see and hear it, too. It’s like a virtual
showroom. Being able to demonstrate product benefits with animations
and video has made it a lot easier for homeowners to choose higher
efficiency and quieter equipment.
We’ve also found it much easier to communicate effectively to homeowners
the importance of having programmable thermostats, air cleaners, and
other accessories.Our closing ratios with all of these products have
risen remarkably.”
Introduced in 2008, HVAC Showroom contains product animations that show
how a wide variety of HVAC equipment works, how it sounds, and how much
it will cost to operate. For example, the heat pump animation shows how
both standard and multi-stage units work, and various tools can help
calculate the average hours a year a heat pump runs while comparing
operating costs across different fuel types. There’s also a Balance
Point calculation tool that allows entry of specific heat pump models to
see a projected balance point for the home. Other equipment detailed
in the software includes air conditioners, filters, gas furnaces, hybrid
systems, and geothermal systems.
One popular feature of the software allows continuous replay of showroom
animations for use in the home or at trade shows. This feature works
well for sales presentations, noted the company, because it provides the
homeowner with audio and visual interaction.The company also offers an
interactive Web version of the HVAC Showroom with animations that can be
used on any website.
Dusty Davis, sales manager, Trinity Air, Peachtree City, Ga., noted that
since using HVAC Showroom, his sales have risen to a whole new level.
“I am closing more highend, high-profit jobs than ever. One of my
customers wrote us a letter stating, ‘Dusty used his showroom software
to help me understand how I would benefit from replacing my system. It
was extremely educational and had me sold right away.’”
Elite Choice
One of the very first companies to offer software designed for HVAC
contractors was Elite Software, which rolled out ACCA Manual J load
calculation software, called RHVAC, in 1984. Updated regularly ever
since, this Windowsbased program now performs HVAC load calculations in
accordance with the eighth edition of ACCA’s Manual J. Simple
fill-inthe- blank forms make data entry easy, while all load factors are
automatically looked up and applied.
RHVAC also includes a complete ACCA Manual D calculation for the sizing
of ductwork, as well as Manual S equipment selection reports and simple
sales proposals.Many add-ons are also available, including a
computer-aided design (CAD) drawing system, bill of materials, and a
graphic proposal maker. New enhancements to RHVAC include a sloped
ceiling area calculator, which determines the area of a room’s sloped
ceiling with entry of just a few dimensions; an ACCA design review form,
which saves time if local authorities require this information; and
hourly room net gain, which helps assign rooms to specific zones based
on peak loads.
Danny Gough, principal, Energy Solutions Inc., Lewisville, N.C., can’t
even remember when he started using RHVAC, but he does know that the
first time he bought it, it came on 3 ½-inch floppy disks. “Simply put,
Elite works. Our company does Energy Star labeling of new homes and
code compliance consulting for builders and homeowners, and RHVAC allows
me to export the data to the Home Energy Rating software and the energy
code compliance software, which saves tons of time. I simply create an
export file and then open the companion rating or code compliance
software, import, and voila, the inputs are already there.”
Like Gough, Paul Wieboldt, owner, Tradewinds Appropriate Technologies
LLC, Waco, Texas, has been using RHVAC for a long time; not only in his
own HVAC business, but also for third-party load calculations for other
contractors. “We adopted the early DOS version of RHVAC 20 years ago,
so we could actually determine a load rather than trying to apply the
dubious 500-square-feetper- ton rule of thumb.”
Initially, Wieboldt ran load calculations on every sales call as part of
his free estimate, but he soon found that while this resulted in useful
data, it did not usually end with a sale. Then, one day his son
decided to ask customers to pay a small fee for the load calculation,
and that ended up being a very successful approach.
“We learned that this small investment turned out to be the unspoken
down payment for the rest of the job. If they paid us to run the RHVAC
Manual J8 calculations, 90 percent went on to sign the contract for the
system installation,” said Wieboldt. “We also found that charging to
right size the system sorted out who our real customers were — those who
did not want to make that small investment in doing it the right way
were never our clients anyway.”
Another benefit, said Wieboldt, was that it allowed him to have a
full-time employee performing Manual J loads, which turned this activity
from being an expense to being a profit center. Finally, it
established the scope of work for all subsequent bidders. “Since we
established the correct design and the homeowners owned it, other
contractors had to bid apples to apples, which some refused to do.RHVAC
allowed us to offer our design services, give our customers the right
answer to their load sizing questions, and get paid for it.”
Streamlined Design
In 2000, dESCO introduced its Windows-based service management software,
ESC, which replaced its legacy solution that was first brought to
market in 1980. With roots as an HVAC company, dESCO designed ESC to be
a complete solution for contractors to manage customers, work, and
finances. From service call and technician scheduling, to service
contract management and inventory tracking, ESC streamlines the entire
workflow through one comprehensive solution, thus improving productivity
and increasing profitability.
Sam DeAngelis, CEO, Colorado Climate Maintenance Inc., Englewood, Colo.,
started using ESC in 2003, when he was looking for software to help
manage his service technicians’ schedules, but he found an added
benefit: “Being able to have a single point software that allows us to
completely manage and track our customers is huge.It allows us to easily
access history, equipment information, and agreements while we’re on
the phone with a customer, so we have all the history available to us at
our fingertips.I think that impresses our customers, because they feel
like they’re the most important person to us, even though we may not
have talked to them in six months.”
Some of ESC’s main features include customer account management;
scheduling and dispatching; service agreement management; quoting and
invoicing; sales and marketing management; flat-rate pricing; equipment
tracking; inventory; purchasing; and seamless integration with
QuickBooks, Safe, and ESC accounting software. DeAngelis is also a fan
of ESC Mobile, which transfers all relevant information, including
customer history, equipment, tasks, etc., seamlessly to technicians’
mobile devices. “This improves our performance and sets us apart from
most of our competition because we’re not floundering when we get to the
job site.”
It has been such a time-saving tool that DeAngelis estimated the
dispatcher now has 90-120 minutes more each day to do other tasks
because technicians rarely call in anymore. “On top of that, it has
increased our efficiency and our accuracy. Our guys know where they’re
going, and they have a detailed list of the tasks ahead. This has
resulted in greater accuracy, which has caused our callbacks to drop off
significantly.”
Finding the right software package can be a challenge, but it can make a huge impact on a contractor’s bottom line.
Contributing Editor, Joanna Turpin, of The NEWS, contributed to this article.
John Vastyan is president of Common Ground, a public relations and
communications firm. Contact him at cground@ptd.net. For more
information, visit www.seekcg.com.
Choices To Make Life Easier
Besides those listed in this article, there are other solutions
available that HVAC contractors may want to consider, including the
following:
Airxchange’s AIRX Estimator for the Environment is a free online
estimation tool that quickly calculates the positive environmental
impact and potential energy savings when commercial buildings utilize
energy recovery ventilation (ERV) technology.
This tool helps building owners, energy engineers, and facility managers
quickly quantify the CO2 reduction by energy source for specific
buildings by inputting three pieces of information: city location,
number of occupied building hours, and cfm of outdoor air. For users
not aware of a building’s cfm of outdoor air, the AIRX Estimator
provides a cfm estimator based on ASHRAE standards.
Corrigo offers WorkTrack for companies in the HVAC industry. This
Web-based work order and service management application provides a
complete solution for tasks like invoicing, time card management, and
payroll, as well as full reporting capabilities for work orders and
services agreements.
WorkTrack includes wireless dispatch and full mobile integration with
iOS, Android, and BlackBerry devices, making it easy to dispatch
personnel to areas where work needs to be done, while providing a
platform where users can monitor multiple projects happening
simultaneously in the field. This results in more efficient dispatching
and more responsive service to customers.
Dexter + Chaney, developer of Spectrum® Construction Software, offers a
complete service management solution for contractors that includes work
order management and service dispatch. This new service management
software operates seamlessly with Spectrum Construction Software and
works completely in the cloud, requiring no software download or
specific hardware devices. With this new application, managers,
dispatchers, and technicians can connect to the full set of service
management features wherever they are, using any device with a Web
browser.
Smart Service is scheduling and dispatching software that was created
with the HVAC service and repair industry in mind. Smart Service works
with QuickBooks to completely eliminate double data entry between
scheduling and bookkeeping software.
It also has an intuitive drag-and-drop scheduling screen, which allows a
business to schedule or reschedule jobs quickly and effortlessly.Smart
Service also offers a mobile work order management application called
iFleet, which empowers mobile technicians with accurate time tracking,
job-to-job directions, work schedule, and customer contact information.