Are you a small business owner managing multiple locations with limited staff? If so, then you may benefit from using HVAC software. In this article, we’ll cover topics related to picking the best HVAC software for small businesses.

Check the Features and Technology Specifications: Not all HVAC software is created equal – that’s why it’s important to check features before making a purchase. Look for features like automatic maintenance scheduling, mobile accessibility, integration capabilities and reporting functions. You should also determine if the software is cloud-based or local installation as not all companies will have existing IT infrastructure or resources to manage a local deployment.

Test the Software Before Making a Purchase: If possible, ask your prospective vendor to provide you with access to test the software before making a purchase decision. Be sure to learn how tickets are generated, how preventative maintenance tasks are tracked and how reports can be viewed and printed. Ensure certain customization options are available such as logos and branding opportunities for customer portals or automated billing emails.

Understand Training Requirements: Once you select an HVAC software product for your business, you need to familiarize yourself with the training requirements necessary for your team or existing employees. Many vendors offer live onsite training sessions or webinars while others limit support training activities virtually via screen-share demonstrations or remote video conferencing sessions. Ask your vendor which type of support they offer prior to purchasing the software package.

Know Your Budget and Cost of Ownership: Costs associated with purchasing an HVAC software package can vary greatly depending on its specifications and feature set. Be sure that pricing aligns with what is necessary based on your company size and number of users who will require access to system functionality while ensuring any additional costs such as support fees or routine maintenance packages do not add prohibitive fees above budgeted expenditures.

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