HVACBizPro

RATING:

4.9

(159)

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 calculate heating an...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

HVACBizPro Pricing

Starting price: 

$4,788.00 per year

Free trial: 

Not Available

Free version: 

Not Available

HVACBizPro proposal generation
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HVACBizPro Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for HVACBizPro

1 - 5 of 159 Reviews

Jamey

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Great conversation starter

Great

PROS

Options options simplicity cost Ease use

CONS

HVAC only.

Reason for choosing HVACBizPro

Simplicity cost

Reasons for switching to HVACBizPro

Lack of support

Bryan

Mechanical or Industrial Engineering, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

5 Thumbs UP

The template option if you take the time to do so - especially for some estimators that may not be consistent with multiple option or high end equipment- this is sort of a fail safe that can be automated. Without a doubt your sales will go up if utilized properly. We have since bought into another HVAC based software that has a customization selling tool similar to HVAC biz pro however we opted out of that due to HVAC biz pro being superior to what they had to offer and was even part of the package.

PROS

Customize-able and personally love the automated product links for customer review. Customer service was always prompt-

CONS

Occasional but not often communication issues - ( Rare ) Out of probably 5 years of use at minimum- the only issue that comes to mind was a legal disclaimer was not being emailed to customer- during a glitch for a day or two in there system - and luck would have it that it became an issue although was resolved- we still utilize this due to customer service as well as the detail in which the program works - and ease of use for us and homeowners.

Reason for choosing HVACBizPro

I think it was originally co-op based but not 100% sure - it was pitched to us - we tried it and love it.

Mark

Mechanical or Industrial Engineering, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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.

Reason 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

Steve

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

HVACBizPro Review

Our experience has been very good in all facets of use of the program. We have also had the opportunity to make recommendations to improve the program for our and everyone's general benefit. Most software companies generally have a blind ear to suggestive matter.

PROS

This software give a much more professional appearance than anything else out there that I have seen. I t encompasses the necessary "legalese" in the proposal, without making it look like a predatory lawsuit device. The team at Enterprise Selling solutions has also been very helpful in setting up my site to my preferences, rather than a "this is what you get" approach.

CONS

The program does have one glitch that can be aggravating at times. If you do not save your work before a period of pausing for 5 to 10 minutes, you may have to log back in, losing that previous entry material. It is a very small annoyance, but does cause an audible "ARGGHHHHH" on occasion.

Reason for choosing HVACBizPro

HVACBizPro was more tailorable to my needs and created a better visual product.

Bill

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Sales software

PROS

The software is designed to make it much easier to present accurate and professional proposals quickly, and that is exactly what it does. Since using it, it is amazing the ease of use, how it has increased our closing ratio and we are now selling more add-ons, but most important, realizing how much we were selling systems under true margin. I hated doing estimates before because they took so long but not anymore. In addition, the training and support have been excellent. There is no doubt, the benefits far exceed the cost.

CONS

We subscribed to this software way before we started using it. It takes a little bit of time, patience and effort to get started which I often lack but now looking back, we were foolish to wait so long.

Reason for choosing HVACBizPro

After going through presentations on both, we decided ESS was best for us because we offer different brands which ESS is more responsive to, and cost was a factor in favor of ESS