About HVACBizPro

HVACBizPro is a field service management solution designed to help businesses in the HVAC industry handle service tickets and dispatch technicians according to customers' issues and requirements. It enables contractors to create and edit customizable proposals with details including title, status, date, client information, labor costs and more.

HVACBizPro comes with a dashboard, which allows enterprises to view financial summaries, generate reports and receive real-time notifications about job updates. Supervisors can receive automated reminders about upcoming maintenance requirements, letting them quickly dispatch field personnel and improve customers' experience with the brand. Additionally, technicians can use the ESS load analyzer module to...


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Supported Operating System(s):

Web browser (OS agnostic)

125 Reviews of HVACBizPro

Average User Ratings

Overall

4.95 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(120)

120

4 stars

(4)

4

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 125 results

April 2020

Ken from Air Comfort

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2020

Selling software

It has made the process faster, duplicatable, and professional.

Pros

HVAC BizPro has elevated our residential HVAC business to the highest level of professionalism in the area. With ease of load calculating, multiple options for the customer, and all the small details that present a well laid out proposal to the customer, it allows for close rates that were impossible to achieve with any other sales format. I can't speak highly enough of the support that is offered along with the software. A wonderful product and great company!

Cons

Since we have used this product for nearly 7 years, we have seen improvements that have made it easier and more streamlined with every passing week. It is difficult to find deficiencies with a program that has a development team pushing hard to make it better everyday for the end user.

Reasons for Choosing HVACBizPro

The look and ease of working through the proposal set-up and layout.

Reasons for Switching to HVACBizPro

To bring the company up to a higher level of professionalism.

February 2021

Jamey from Cochran Complete Services

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2021

Great conversation starter

Great

Pros

Options options simplicity cost Ease use

Cons

HVAC only.

Reasons for Choosing HVACBizPro

Simplicity cost

Reasons for Switching to HVACBizPro

Lack of support

February 2020

Mark from Lundy Heating & Cooling

Company Size: 2-10 employees

Industry: Mechanical or Industrial Engineering

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

February 2020

Koch Proposals

like most software when it works it great but we could never print with the software it had half of the proposal on one page and the other half on another.

Pros

presents a professional proposal fast and accurate for the homeowner

Cons

the printing of the disposal never worked correctly. customer support said it was in my set-up and was on my end. i could never figure it out.

Reasons for Choosing HVACBizPro

with my marketing funds at my distributor it doesnt cost me anything as a dealer.

Reasons for Switching to HVACBizPro

Adtek doesnt have equipment photos, its more generic, it is for a desk top computer

June 2021

Jon from Auer Steel

Company Size: 201-500 employees

Industry: Wholesale

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2021

HVAC Biz Pro Great Product

Exceptional. The addition of [SENSITIVE CONTENT HIDDEN] has been a wonderful improvement to an already great company and team!!!

Pros

Its an all inclusive program for selling HVAC industry goods and services to retail consumers. I like the way it encompasses financing, rebates, the total investment and the monthly payments, includes upgrade options, and builds in all the costs of goods. I also like the various ways to build in labor. Having the ability to offer 4 quality levels of system and also build in AHRI ratings and various industry and utility program credits and rebates makes it a very comprehensive proposal tool.

Cons

I’d like to see the tool offer the ability to be more graphically appealing with some user customization.

February 2021

Chris from Helms Heating & Air Conditioning

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2021

Great Product

Excellent. I don't believe there is a better proposal software, for the money, out there.

Pros

The software was very easy to set up and we were using it within a week. Also the fact that it is web based is very helpful. I can log into the proposal and help with the equipment match ups while the salesman/technician speaks to the customer.

Cons

It is a little difficult to just add items "on the fly".

Reasons for Choosing HVACBizPro

During the years of using HVAC BizPro, I have looked at On Call Air, Wrightsoft, and a few others. None were as good at this and most were more expensive.