Onsite Pro - HVAC business software and timesheet app
You have a lot to do managing your customers, quotes, invoices as well as organising an ever-growing workload for your team of HVAC engineers. This is as well as handling all the associated emails, excel sheets, pdfs and badly written paper timesheets coming back crumpled and covered in coffee stains.
There are ways to make your life easier. Onsite Pro maybe the perfect one for you.
Onsite Pro is a cloud-based business management software that helps you quickly and easily assign jobs for your engineers. You can access it from anywhere you are. It lets you create orders and job sheets, as well as invoices and quotes. Your new timesheet app allows for the direct sending of jobs to your engineers' iOS/Android smartphones.
Onsite Pro was designed by a small service business owner. Which sets us apart from the competition, as we’ve ‘been there’ and if our app fixed our business (it did) it can also improve to make your heating or AC engineering business more efficient and eliminate all (well most) of the hassle!
With the OnsitePro you can:
- Quote and invoice all types of heat, ventilation, and Air Conditioning work
- Live push HVAC jobs to your field engineers
- live and historic locations of engineers
- Sneaky (but legal) code tells you when customers have read your invoices
- Credit control
- Basic stock control
The Onsite Pro mobile timesheet app that each of your engineers will have a live sync of all jobs that have been assigned to them. They can view the customer, what needs doing, address, site contact, health and safety info sheets from the comfort of their own home or Van. Meaning less time, they are in the office complaining!
Created and supported in Lichfield, Staffordshire. UK
Push jobs out to HVAC staff or contractors
Instant two way sync of new and completed job sheets, drawings and photos
Attach files, plans, drawings
Attach Maps. blueprints, plans, pictures and risk assessments to jobs
Track Engineers live, and historic location
Onsite Pro lets you know where an engineer is, or was last Thursday.
Track your work and financial progress
Live track new and in progress quotes, Jobs and invoices via online dashboard
The Onsite Pro Dashboard
The fully secure dashboard is where you business management app users arrive after login, giving you an live overview of your HVAC business - all the features are just a click away, and the critical information is visible on one screen. With activity feed, you can see recent jobs, quotes and invoices, and view statistics. and with our clever coding (Modesty huh) when a quote, job or invoice is opened by a customer, it lets you knows how many times and when...Noice 😉
Along the top of the Dashboard, you'll see an overview from the four core areas of Onsite Pro beginning from the first of each month. These include total timesheets completed, total hours completed, the total value of all issued quotes and the total amount of all invoices issued.
Onsite Pro does everything your business needs
Quote and Invoice
Create simple, easy, personalised quotes, jobs, invoices, purchase orders and credit notes to send via the Onsite Pro messaging system.
Onsite Pro records every open of documents - which enables you to weed out those naughty clients who tell you they haven't seen the invoice or job sheet as a way of delaying payment!
Set up all your staffs devices without the need for them to come into the office. Then live-push jobs out to individuals or groups of workers - ie first fix, second fix, builders, plumbers, support etc, and assign jobs to the group. Live track the progress and locations of your engineers in real time.
Create and send jobs (or create on a mobile directly) to individual engineers or groups of staff, who then complete set tasks, record and track time, add notes, attach pictures, stock supplied and when done hand to customer for approval and physical sign off.
Once a job is complete and all labour time and materials supplied have been added, your engineer hands their iPad, iPhone or Android devices to the client to obtain a physical signature of acceptance.
The job sheet is also geo-stamped with time and location to avoid fraudulent entries.
Notes and Pictures
A picture speaks a thousand words, so why not take a picture of your recently completed job, then highlight it via drawing directly on to the image. Or want to point out a future issue? - then issue a job or site note that can be viewed and referred to privately or by all parties involved in the job.
Record Stock Used
Often, onsite work requires the supplying of replacement parts, goods or consumables. Onsite Pro comes with it's own integral and simple to use stock/ product management feature - so you can ensure your clients are charged for all parts used on the job.
Although the dashboard is complete with everything at a glance, we have included an 'Activity feed' under each customer section. Which is a live running data logger of everything that's happening with your clients or within your business.
This ensures nothing gets done (or not done) without you knowing about it!
We have proven testimonials, from multiple clients that using Onsite Pro has improved their cash flow.
The combination of trackable documents, instant delivery, live job and engineer management give you instant improvement in all areas of your business meand you get paid faster.
Try a fully featured Onsite Pro trial, free for 14 days