Plumber & HVAC Software 101: What these Companies Look For In This Software

For Plumbing and HVAC companies, one of the easiest ways to manage their plumbing concerns is through Plumber and HVAC software, such as WorkWave’s field service software solutions. Not only are they freed of the manual labor that they have to do, but they also become more efficient as a company.

Plumbing and HVAC companies typically have numerous clients to cater to during the day, which can often make them less productive, especially in filling the gaps from one client to another. Scheduling, studying and analyzing the area in need of plumbing work, can tend to be time-consuming. A plumbing and HVAC software makes the plumbing company more productive, competitive and effective, as a whole.

Here are some pointers when looking for the right software for your company:

1. The software can do some of the basic administrative tasks of companies.

Plumbing and HVAC companies aren’t like the more prominent companies that have a whole team of staff to help them out. Even if they did have a team of staff, a plumbing and HVAC company want to find opportunities that make their company as manageable as possible.

This is where excellent plumbing and HVAC software comes in. Among others, the software should be able to do the following:

  • Manage job scheduling
  • Creating leads
  • Making job invoice
  • Accounting
  • Customer, employee, and supplier management

Why are companies looking for help in the following areas? It can save more time and money for the plumbing company now that they have software to help manage the above enumerated day-to-day tasks.

2. The software should also enable ease of tracking.

Gone are the days, when, after a job, plumbers will have to go back to the office to request for more job orders. A plumbing software should enable you to track the plumbers in your workforce more effectively and efficiently as well. For instance, you can easily assign a new job request immediately after your worker is finished with his current one.

In this manner, plumbers who are out of the field will no longer have to keep coming back and forth the office. With this software, there is a better system of route optimization and planning for the day-to-day operations of a plumbing company, which in turn increases productivity and efficiency as well.

3. The software should enable a customer’s list.

Yes, you can record your customer’s information manually. But, there are benefits that you can gain from an automated system, too. Through the software, you have a computerized customer’s list of their information, address, records of services done, and even their preferred mode of payment. These are all ready the next time that they’ll need your assistance.

An electronic record also eliminates the dependence of paper or loose records that you can easily misplace, or lose track of.

4. The software should allow the ease of viewing floor plans.

A part of making estimates for plumbing work has to do with inspecting the floor plan and the overall condition of the surrounding areas where the work has to be done. Doing this can often be time-consuming, and may also cause estimates that are far off from reality. To help solve this problem, one of the best solutions that you can have is through the plumbing and HVAC software.

This software should enable you to view the floor and plumbing plans, which will also reduce the cost of labor. Hence, you’re making your company more attractive to potential clients, as the costs of your services will be decreased to a great extent.

5. The software should allow better contract management.

With plumbing and HVAC software, you can easily manage contracts in your company. From the drafting, implementation, and filing of contracts, everything is now automated. When you have to look back on a particular contract you want to check, all you have to do is key it in your system, and you’ll automatically be taken to that contract.

In case of any customer complaints that you may need to answer to, you’ll immediately where to find particular files that can help you smoothen out any possible problems that may arise.


The plumbing and HVAC industry is no exception to enter the digital age, too. There’s no denying the many positive opportunities that going digital with HVAC and plumbing operations can bring. Despite its added cost to the company, remember that you’re also cutting down on the monthly expense of having to hire numerous employees to complete the administrative work.

Additionally, it makes working so much easier for you, when you are an employer on the go, ‘ since you’re able to perform tasks even from the convenience of your phone.

Taking this leap for your company is one of the best things that you can ever do for your plumbing and HVAC business.

Adam Hansen

Adam is a part time journalist, entrepreneur, investor and father.