JOB MANAGEMENT SOFTWARE FOR HVAC+R
Master heating, ventilation, air conditioning, and refrigeration (HVAC+R) jobs with WorkBuddy
MANAGE ANY TYPE OF HVAC+R JOB
WorkBuddy will help your HVAC+R business take care of residential,
commercial, domestic and strata based work
HVAC+R maintenance jobs
Set recurring maintenance, inspection and testing jobs based on your client's contractual obligations.
HVAC+R services, repair and emergency jobs
Easily track one off service, repair and emergency requests.
HVAC+R project jobs
Stay on schedule, create projects, track costs, resources and progress payments.
STREAMLINE OPERATIONS
Job management software for HVAC+R that handles all of your operations with ease
JOB QUOTING
Start your customer's journey on the right foot, add their details to WorkBuddy and get quoting.
It only takes minutes to add your customer’s details, requirements and send a quote:
- Never lose track of business opportunities.
- Apply approval workflow processes.
- When approved, easily auto-convert to a job for actioning.
JOB SCHEDULING AND DISPATCH
Schedule and dispatch the right technician for the job.
With our drag and drop scheduler, you can easily allocate a job to your field workers or contractors.
- Automatically prioritise based on proximity between jobs.
- Only send qualified workers to the job.
- Get your jobs done faster by optimising how jobs get prioritised.
JOB TRACKING AND COMPLETION
Track and record every detail on the job.
Know the status of the job, follow task list procedures and record evidence of tasks completed.
- Locate jobs and job history in seconds.
- Record job status and time spent onsite.
- Complete compliance checklists and capture electronic signatures on job completion.
GET PAID
Create and send invoices on the go.
It’s never been easier to get paid. Once all the necessary job tasks are completed, send an invoice to get paid.
- Reconcile jobs with supplier invoices before invoicing the customer.
- Create or edit professional invoices from your accepted quote using your own logo and branding.
- Generate and send on-site sales and tax invoices
ADVANCED FEATURES
Keep your HVAC+R business in order and stay ahead with these advanced features
Improve job safety and reduce risks
Put compliance controls in place, ensure your subcontractors meet all contractual and WHS requirements when completing a job, including being qualified.
Store all your job records in one place
Get rid of spreadsheets, hand written notes and forms. WorkBuddy can store all your customer and job data in one place.
Create and manage price books in seconds
Back-office staff have everything they need to match available technicians to jobs and dispatch according to predefined zones.
Save time and digitise forms
Make paying subcontractor invoices easy, with Recipient Created Tax Invoices (RCTIs).
Know how much profit each job is providing
Track your costs against invoiced work and learn which jobs are turning a profit.
Make the right decisions with our BI reporting
Know how well your business is performing with our comprehensive BI reporting.
SEASONAL SCHEDULING OF JOBS
Let WorkBuddy take the headache out of
seasonal scheduling
Is your heating, ventilation, air conditioning, and refrigeration business juggling routine, scheduled or seasonal maintenance jobs? WorkBuddy allows you to set up and adjust recurring jobs based on seasonal changes. WorkBuddy supports the creation of seasonal or recurring schedules on a daily, weekly, monthly, yearly or seasonal basis.
A recurring schedule can be applied to a job, simply:
- Create a job in WorkBuddy,
- Set the frequency for return visits or duration of the job, and
- Never miss a job again.
