Equip-Soft Helps HVAC Equipment Distributors

Heat Up your Profitability with the Coolest Technology for the Industry

When you distribute heating, ventilation and air conditioning (HVAC) equipment – whether your customers are residential and/or commercial – you need to manage your dealership with business software that best fits your industry. An Enterprise Resource Planning (ERP) system for HVAC equipment distributors should include the following functionality:

• Field service: Employees can access mobile work orders, customer data, warranty tracking, and much more from your customers’ site, as well as ability for you to capture performance data of your staff.
• Parts: Easy parts order entry; tracking inventory in real time by branch/location; identification of dead stock, optimized parts replenishment, and easy import of manufacturers’ price tapes into the ERP system.
• Service Management: service contract management; service van replenishment.
• Equipment Management: End-to-end visibility of new, used, rental and leased equipment, including transfers.
• Planned Maintenance: the ability to extend the life of equipment with regular maintenance scheduled based on unit utilization, and tracked.
• Sales Automation: Your sales team needs real-time access to all customer and equipment information, while they are at customers’ sites; CRM system allows maximum opportunity and customer management, including lease management.

Equip-Soft is a proud member of Associated Equipment Distributors (AED)