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HVAC SOFTWARE

The UK's Top HVAC Job Management Platform

Commusoft was built for the trades, empowering HVACR businesses to conquer all of their challenges with confidence. Our sales, field, and customer management tools are available on our all-in-one platform. Your team can easily oversee everything from one place; from first enquiry to the final invoice.

Discover how your team can win higher-value deals, exceed contracted agreements, and diversify billing and payments today!

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HVAC Worker Looking Inside Air Duct

Join Thousands of Clients

2218419

Jobs created in 2023

714695

Customers added in 2023

1485255

Invoices raised in 2023

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Commusoft rating on Google is 5 out of 5

125 reviews

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Commusoft rating on Capterra is 5 out of 5

200 reviews

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Commusoft rating on G2 is 5 out of 5

33 reviews

Stay Cool While Your Competitors Sweat

Commusoft’s all-in-one HVAC business software tracks customer histories, sends jobs straight to engineer phones, and invoices customers on the same day. When daily operations are organised, satisfying customers and increasing company profitability has never been easier.
Customer portal appointments list

Empower Customers

Reduce Admin Pressure

Rather than contacting the office, building managers and other organisations you serve can access a personalised log-in portal. Any time of day, they can review live job updates, attached files, invoices, and more, for all their properties. Further, they can book appointments whenever they need.

Automatically Update Customers

Want to exceed customer expectations? As soon as your team begins to travel to the job site, your customers will automatically be notified with an on-the-way message and engineer tracking portal link. Customers will know exactly who to expect and when.

Gather Customer Feedback

Gathering customer responses after each appointment allows your team to understand where you excel and what can be improved. Ultimately, gathering customer feedback ensures you can secure more referrals and better reviews, so you can win new and repeat business.

Commusoft mobile apps

Optimise Field Operations

Centralized Work Order History

Your engineers shouldn’t struggle to find the customer data they need. From the job site, they can have access to customer and job details, available stock, and much more, via their mobile app. Supporting techs in the field has never been easier.

Easy-To-Use Mobile App

Your engineers want to focus on their work in the field, not the tedious admin processes behind them. Commusoft’s HVAC mobile app automatically updates the office, with travel and arrivals, parts and invoice requests, completed forms, and so much more. Your entire team will be in sync no matter what!

Digital Site Assessment Forms

Completing inspection forms is a considerable part of your HVACR team’s days. The best HVAC software streamlines this process, allowing your crew to efficiently complete forms from the field. Further, your team can create customized forms for each HVAC asset, service type, or more; it’s up to you.

Sales pipeline showing proposal won

Increase Your Deal Sizes

Upsell Service Maintenance

Your sales team can make the best recommendations with information gathered from the field. They can advise customers on how to limit costs, and whether a repair or full replacement is the best choice. In addition, your team can use this opportunity to introduce service maintenance plans for the future.

Increased Conversion Rate

Whether you want to expand your service territory, win higher-value deals, or both, an organised selling process is essential. Further, a knowledgeable team, and professionally offering the best HVAC services ensure you can consistently win the business you want.

Coordinate Sales and Service Workflows

Proving your dependability is essential. A seamless connection between winning a sale, and booking the appointment proves to customers you care. Moreover, efficiently completing services means your team can get paid faster.

Boost Productivity and Profits, Without All the Stress

Commusoft's heating software ensures your entire team, from engineers in the field, to service dispatchers, and directors remain connected throughout the day. Whether installing heating units, inspecting commercial A/C systems, or reacting to emergency break-downs, your team will can go above and beyond every time!

Testimonials for Commusoft

  • "Using Commusoft helps us give customers service they wouldn’t expect from your everyday maintenance company."

    Hugo Fonseca
    Trio Maintenance

    Trio maintenance

HVAC Software Features

  • HVAC SITE ESTIMATING

    Following an initial enquiry, it's important to schedule an estimating appointment to inspect the job site. Here your HVAC expert can assess the scope of the job, and begin to build a list of recommendations. Further, while on site, they can identify any other issues too. Commusoft Sales makes it easy for your sales team to gather and record valuable customer and job information directly from the site. With this data on hand, your sales team can build custom professional proposals.

    Commusoft Sales viewing an opportunity
  • HVAC SALES PROPOSALS

    Your sales team can create option templates for each HVACR appliance you sell, such as air conditioners, heaters, or refrigeration units. These can be customised with live parts pricing, labour rates, margins, and more. This information makes it easy to understand which service types have the biggest impact on company revenue. Further, your team can including upselling options, such as air filters, fans, and other air quality accessories. Presenting prospective customers with the best recommendations from your site inspection make it easier for your salespeople to win the jobs that matter most to you!

    HVAC proposal built in commusoft sales software
  • SMART SCHEDULING SOFTWARE

    Every HVAC business deals with last-minute cancellations and emergency call-outs. When circumstances change, your customers depend on a coordinated office and field response. This is how the best teams stand out. An intelligent scheduling software weighs engineer schedules, travel times, necessary skills such as furnace repair, and suggests appointments from most to least efficient, all in mere seconds. Your admin simply selects the best option, and your engineer's mobile app automatically updates with everything they need to know. Your team can respond to changes with no stress!

    intelligent scheduling software map view
  • PLANNED PREVENTATIVE MAINTENANCE SOFTWARE

    Contracted work is foundational for commercial HVAC works. Commusoft makes it easy for your team to exceed agreements. Further, personalising maintenance schedules and contracts is a great way to prove you care. Your team can set planned preventive maintenance (PPM) schedules and benefit from automated PPM job creation, service task lists, and asset-by-asset service plans. When meeting service level agreements is effortless, you can scale your heating and cooling business with ease.

    Service contract setup
  • CUSTOMER SELF-SERVICE PORTAL

    When phone lines are busy, or if they need access to job data outside of working hours, a personalised customer login portal has everything commercial customers need. From job statuses, reports, invoices, safety forms, and more, customer portals set your clients up for victory. This system relieves admin burdens without needing to hire more team members. Further, with this solution, clients can request appointments too; your team can always be there when customers need you!

    Customer portal screens
  • PERSONALISED STATEMENT PORTAL

    From repair appointments, planned inspections, and emergency call-outs, your team likely serve multiple HVAC assets for your commercial clients. Rather than send a new invoice following each appointments, your customers will appreciate consolidated invoices. Further, with Commusoft, your admins can send customised monthly, or quarterly invoices to clients via a secure statement portal. When it's most convenient for them, customers can review and digitally pay. There's no need for them to reach our to admins, this system guarantees your business is open to accept payments 24/7!

    Invoice portal on a laptop

HVAC Software Features

  • Transform Your Sales Process

    Gather valuable site data

    Following an initial enquiry, it's important to schedule an estimating appointment to inspect the job site. Here your HVAC expert can assess the scope of the job, and begin to build a list of recommendations. Further, while on site, they can identify any other issues too. Commusoft Sales makes it easy for your sales team to gather and record valuable customer and job information directly from the site. With this data on hand, your sales team can build custom professional proposals.

  • Build Personalised HVAC Estimates

    Work from custom templates

    Your sales team can create option templates for each HVACR appliance you sell, such as air conditioners, heaters, or refrigeration units. These can be customised with live parts pricing, labour rates, margins, and more. This information makes it easy to understand which service types have the biggest impact on company revenue. Further, your team can including upselling options, such as air filters, fans, and other air quality accessories. Presenting prospective customers with the best recommendations from your site inspection make it easier for your salespeople to win the jobs that matter most to you!

  • Incorporate Emergency Appointments

    Pivot when customers need

    Every HVAC business deals with last-minute cancellations and emergency call-outs. When circumstances change, your customers depend on a coordinated office and field response. This is how the best teams stand out. An intelligent scheduling software weighs engineer schedules, travel times, necessary skills such as furnace repair, and suggests appointments from most to least efficient, all in mere seconds. Your admin simply selects the best option, and your engineer's mobile app automatically updates with everything they need to know. Your team can respond to changes with no stress!

  • Delight Your Customers

    Fulfil service agreements

    Contracted work is foundational for commercial HVAC works. Commusoft makes it easy for your team to exceed agreements. Further, personalising maintenance schedules and contracts is a great way to prove you care. Your team can set planned preventive maintenance (PPM) schedules and benefit from automated PPM job creation, service task lists, and asset-by-asset service plans. When meeting service level agreements is effortless, you can scale your heating and cooling business with ease.

  • Reduce Admin Strain

    Let clients help themselves

    When phone lines are busy, or if they need access to job data outside of working hours, a personalised customer login portal has everything commercial customers need. From job statuses, reports, invoices, safety forms, and more, customer portals set your clients up for victory. This system relieves admin burdens without needing to hire more team members. Further, with this solution, clients can request appointments too; your team can always be there when customers need you!

  • Revamp Your Payment Journey

    Create bespoke invoices

    From repair appointments, planned inspections, and emergency call-outs, your team likely serve multiple HVAC assets for your commercial clients. Rather than send a new invoice following each appointments, your customers will appreciate consolidated invoices. Further, with Commusoft, your admins can send customised monthly, or quarterly invoices to clients via a secure statement portal. When it's most convenient for them, customers can review and digitally pay. There's no need for them to reach our to admins, this system guarantees your business is open to accept payments 24/7!

HVAC Software FAQs

  • HVAC software is a digital solution that allows HVACR business to manage their operations online.

    Whether your business repairs heaters, maintains ventilation systems, installs air conditioners, services refrigeration units, or all of the above, Commusoft can handle it. Tracking your appointments, securely storing company data, and organising your entire team has never been easier.

    Basic HVAC business software offer a customer database, job management, and basic reports. But our HVAC management software takes it further; our clients can store information about property assets, manage their stock, revamp customer communications, and so much more. With Commusoft, you can easily oversee your entire HVACR business, manage your office and remote teams, organize company finances, and more!

    The future of field service is digital; and Commusoft ‘s heating software is here to make the transition from paper to digital seamless.

    Ready to see Commusoft’s HVAC software in action? Book a call with our team today!

  • HVAC scheduling software allows your customers can book online and the appointment will go straight into your engineers’ calendars, saving your office staff countless hours of time.

    Figuring out how to best plan each engineers’ day is a nightmare for many admins. That’s why Commusoft’s HVAC management software is powerful and flexible, offering a variety of booking options. Prefer the phone? Easily keep track of calls, records, and easily add new jobs on the fly with Commusoft!

    Further, Commusoft offers an unmatched service contract management platform, enabling teams like yours to effortlessly manage agreements with varying risk, increase the number of clients under contract, and create custom recurring payment cycles, all without needing to hire. This system ensures all contracted appointments are scheduled in advance, and last-minute call-outs can be accommodated.

    Want to take scheduling even further? Use our intelligent scheduling software to pick the best engineer and time for any given appointment. Don’t worry, you can always manually schedule and arrange appointments too – you’re in charge.

  • Absolutely; whether you’re just getting started, or are rapidly expanding, Commusoft was built specifically for growing HVAC businesses.

    Our platform and suite of tools support both small and large HVACR service businesses with a minimum of 4 contracted licenses per account.

    Learn more about our pricing and packages!

  • A digital HVAC management system helps HVACR businesses business grow by freeing up resources to save time and money on processes such as job scheduling, team management, and invoicing.

    Commusoft’s flexibility and automation sets us apart – we’ll help you provide the best and most consistent customer experience possible. This can increase referrals and return business. Further, with Commusoft constantly working in the background, your team can pay attention to larger tasks and make confident, data-backed business decisions.

  • With Commusoft’s HVAC service management software, you can create and attach detailed records of assets to jobs and properties.

    Further, your team can store the history of any work that’s been done on the asset, and you can store notes such as the location of the asset so it’s easy to find once on site. Nothing falls through the cracks!

    We understand that asset management is a significant part of HVACR daily workflows. Learn more about how Commusoft can help you with asset management!

  • Absolutely; your electricians can complete and send customers industry-standard gas and oil certificates on the Commusoft mobile app. We offer a number of starting templates for the HVAC industry. These offer an initial blueprint for you to upload into your account and are fully customisable by you.

    Please note, it will be your business’s responsibility to ensure that these certificates are updated to meet any legal requirements, as they will not be maintained by Commusoft.

    Starting gas templates include:

    • CP12 Domestic Gas Safety Record
    • Mains Pressure Hot Water Cylinder Commissioning Checklist
    • CP16 Non-Domestic Gas Testing and Purging
    • Gas Service and Maintenance Form
    • CP20 Central Heating Commissioning Certificate
    • Riddor – Gas Warning Notice
    • Benchmark Commissioning Checklist
    • Liquid Petroleum Gas (LPG) Safety Certificate

    Starting oil templates include:

    • CD10 Oil Filing Installation Completion Report
    • CD11 Domestic Oil Firing Service Report
    • CD12 Oil Landlord Installation Check
    • CD14 Oil Warning and Advice Notice
    • CD51 Commercial Oil Firing Service Report
    • T1l133D Domestic Oil Storage Tank Spillage & Fire Risk Assessment

    But that’s not all, your team can create custom form templates on Microsoft Word and effortlessly import them to Commusoft. If your electrical team manages PPM schedules, you can download tasks and calendars through our SFG20 integration.

  • Yes, free trial versions of our platform are available upon request, following an online demonstration of the platform with one of our product experts. Trials are a great opportunity to further evaluate Commusoft.

    Learn about Commusoft’s Free Trial here!

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