Integrating your HVAC Software with QuickBooks

Many HVAC companies already rely on QuickBooks to help manage the billing and accounting of their business. But, did you know QuickBooks can be utilised in other areas of your business? Joblogic helps you to discover the full potential of integrating your HVAC software with your QuickBooks package.

Why Integrate Joblogic HVAC with QuickBooks?

Joblogic provides an all-in-one job management system that increases the efficiency of field service businesses. It is accessible from any device, including desktops and mobiles, and can be used anywhere in the world at any time. Integrating QuickBooks with Joblogic can boost the productivity of your back office. You’ll be able to provide accurate customer and billing information to managers when needed. A HVAC software solution can also eliminate any potential errors caused by manual input of information. This means members of your team will never need to track back and correct misinformation.

Combine Accounting and Work Order Management

QuickBooks enables business owners to work seamlessly with employees, customers, and contractors for their accounting needs.

Joblogic’s HVAC solution in comparison is ideal for streamlining your entire business operations, ensuring efficiency at every step of the journey.

Using QuickBooks is not solely sufficient for HVAC businesses, as the platform’s primary focus on accounting makes it unprepared to handle your day-to-day operations. You can easily combine the powers of job management and accounting systems by integrating your HVAC software with QuickBooks. This also allows you to remove double data entry, manage your daily operations, and secure more contracts across your business.

Joblogic allows you and your employees to access important business data at any time, from any location. Gone are the days of relying on notebooks in the office and following messy handwritten notes. Your engineers have everything at their fingertips on their mobile devices.

Key Benefits of Integrating QuickBooks with Joblogic

• Synchronise customer information: Joblogic can integrate all your customer information and sales invoices with QuickBooks. This ensures that you are always up to date.
• No double data entry: By automatically syncing information between Joblogic and Quickbooks, you’ll minimise the margin for error and save time on entering your data twice.
• Day-to-day job management made easy: Joblogic will keep track of all daily tasks carried out by your HVAC business and ensure that nothing is missed.

Simplify Job Scheduling

If you already use QuickBooks for your billing and invoicing, it’s now easier than ever to use your existing customer data to supercharge daily job scheduling. By removing double-data entry you’ll have more time to focus on what matters. Joblogic lets you view your engineers’ weekly schedules at a glance and select the available gaps to schedule a new job. This gives HVAC businesses the flexibility to dispatch jobs more quickly, helping to boost the productivity of your field engineers.

Joblogic’s drag and drop calendar greatly improves the efficiency of scheduling and service dispatch. A job is readily available to assign to an engineer the moment it is logged in the HVAC software. You can group unallocated jobs together by geographical area, priority, or customer. With this impressive feature, you are able to visualise the availability of your engineers without the risk of overbooking.

Send Work Order Information to Field Staff

Your engineers will no longer need to return to the office or ring up to be updated with job information. With Joblogic, members of your back office team can send updated work information directly to the field with the mobile engineer app. This eliminates the need for handwritten work orders, which can often contain mistakes and be misplaced. With Joblogic’s mobile app, your service engineers can update and share job progress reports, customer signatures, and photos captured on site.

Upon job completion, Joblogic can use the work order information to generate a ready-to-bill invoice that can be automatically synchronised with QuickBooks. This ensures that your billing stays accurate and remains comprehensive for all services completed.

Joblogic: The Best HVAC Software for QuickBooks

By integrating your field service software with QuickBooks, you’ll improve time and efficiency in every aspect of your business. With Joblogic, you’ll also be able to:

• Track engineers in the field.
• Optimise engineers’ daily routes.
• Create invoices upon job completion and automatically sync with QuickBooks
• Receive work updates in the back-office from field staff out on jobs.
• Track customer equipment.
• Schedule jobs as recurring contracts.
• Update customers with job progress in real-time.
• Assign jobs to HVAC engineers from the back-office.
• Monitor employee timesheets.
• Monitor and manage inventory.
• Manage customer database.
• Track refrigerant gas usage.

To learn more about Joblogic, book a free demo with us today. Our specialised team of trainers will be happy to guide you through our platform to help determine how it can best enhance your business.