Picture Perfect PricingHVAC Business Solutions
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Related Products
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About
Customers are the lifeblood of your business. You need to know everything about them – what you have done in the past, what they need, what they want and what you have promised to do. It’s so important that you have an HVAC customer management software to make it easier to serve your customers. Doing so not only helps you provide better customer service but it helps you manage your technicians, invoicing, and customer payments. An HVAC CRM Software from P3 ensures you know everything that happens in your business. It makes you look more professional and it helps your field service technicians provide the highest level of customer service possible. Easily send text and email updates to customers to remind them of overdue invoices, upcoming appointments, changes in scheduling, and more. This allows your technicians and staff to easily see where each customer is in the overall process of scheduling a call to receiving payment.
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About
Taskrol is an appliance repair CRM and field service management platform for owners, dispatchers, and technicians. Manage customers, jobs, scheduling, estimates, invoices, payments, and technician workflows from web and mobile. The calendar helps teams see assigned and unassigned work, schedule technicians, and block time off. Taskrol also supports diagnostic authorization before work begins, so the diagnostic fee and customer acknowledgment stay with the job and appear on its invoice. Technician payroll can be calculated by hourly rate or a percentage of job margin for each technician. A free Solo plan is available for one-person shops, with paid plans for growing service teams.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
HVAC solution for companies
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Audience
Appliance repair business owners, field service dispatchers, office managers, and service technicians at solo shops and growing service teams.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$0/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHVAC Business Solutions
Founded: 2007
United States
hvacbusinesssolutions.com
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Company InformationTaskrol
United States
taskrol.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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HVAC Features
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
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Integrations
QuickBooks Online
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