Fireline Systems was started by Jack Harrison in 1999. Originally the company focused on the installation of packaged business software and hardware solutions.
After several years of trying to make generic products fit businesses with unique requirements, it became apparent that there was an enormous software demand by HVAC and plumbing mechanical service contractors using QuickBooks Software. With the assistance of a team of software professionals Fireline Systems began the development of the HVAC Pack and Plumbers Pack Software solution for QuickBooks to meet this demand. Today Fireline Systems is an authorized Intuit QuickBooks Silver Development Partner.
HVAC Pack Software was the vision and result of a team of software professionals with over 100 years of experience in the service industry.
Early on, we learned that most HVAC and plumbing service businesses used QuickBooks and Microsoft Office products like Outlook, Word and Excel to run their business. QuickBooks software seemed to be meeting the needs of the accounting department but there were too many office and field functions that were operationally disconnected with enormous duplication and overhead requirements.
To tie the whole business operation together, QuickBooks needed additional functionality.
The workflow process starts with the initial customer call or sales opportunity; tracking all of the customer communications and history; flowing the service and installation paperwork through the quoting and proposal process; allowing purchase order to be created seamlessly in QuickBooks; and finally tracking the work order schedule on a calendar with the ability to create the billings inside QuickBooks rather than requiring another accounting software program.
HVAC Pack Software was designed to meet that specific need.
The software is a uniquely designed service operations software solution which provides an all-in-one plug-and-play solution seamlessly integrated to your existing QuickBook’s customers and jobs.
What about the demand for a more “paperless mobile” or “paper-lite” office? This seemed to be another challenging area for most HVAC and plumbing service businesses. Tracking customers paper forms and electronic documents. A typical job might have vendor documents in email folders, Word, Excel documents and pictures in different areas, with appointments scheduled in different Outlook folders or Google calendars.
HVAC Pack is designed to pull all of these documents together into one location: the customers history screen. Anyone can quickly review any of these scanned and electronic documents. Simple and seamless document control. Adding a mobile paperless solution for the service technicians would also help to streamline the operation. Scheduling is all automated on one or more calendars.
HVAC Pack Software for QuickBooks
HVAC Pack Software for QuickBooks is designed to address the unique needs of the residential, commercial and industrial service company. HVAC Pack links seamlessly with the popular QuickBooks Software to provide a simple-to-use and easy-to-learn solution for quick customer history, quote preparation, work order scheduling and advertising/ marketing.
HVAC Pack Software eliminates the typical duplicate entry issues that tend to waste valuable time by owners and their employees. With HVAC Pack you are able to continue using all of your familiar QuickBooks accounting processes …with the added convenience of tracking customer job locations, work order and equipment history, preventative maintenance reminders, customer quotes, and scheduling. This streamlines your entire office operations process.
HVAC Pack Software for QuickBooks provides three main modules with it’s connection to QuickBooks Software
The Base Service/ Installation Scheduling module allows the user to quickly find any QuickBooks customer and review their complete customer history on one screen. HVAC Pack’s design eliminates the need to search through multiple menus to quickly find what you are looking for. You can also drill down into the detail of any past work orders or quotes for reference. HVAC Pack also tracks each customers plumbing installations ( just in case a replacement part is required) along with maintenance schedules, unlimited contacts, agreements, notes, sales activities, attachments, and phone call history.
Work orders for service calls and new installs can be scheduled by multiple computers at the same time in the office to the electronic Fireline scheduling calendar. Using simple drag-and-drop features each work order can be quickly assigned to one or more service technicians.These work orders can be either printed, emailed, texted or sent paperlessly via mobile to the field technicians. They can record notes, parts and labor, capture a customer signature and send this information back to the office to be reviewed prior to creating the invoice or sales receipt in QuickBooks to eliminate any duplicate entry. This speeds up the normal billing process, reduces the amount of clerical entry and increases cash flow.
The Quoting and Proposal module provides a powerful alternative for automating your quoting process. HVAC Pack Software is one of the only software tools which allows you to prepare quotes from multiple manufacturers and multiple product lines. There are four methods provided for preparing quotes in HVAC Pack: scanning and attaching handwritten quotes, importing existing QuickBooks or Excel quotes or creating complete quotes and proposals using the HVAC Pack Software. Items may be selected from the QuickBooks Items File lists or from multiple Excel price lists.
After proposals are printed they are tracked in the customer’s history record. With a simple click of the mouse an existing quote may be turned into a a sale and tracked as an installation work order for scheduling and billing.
HVAC Pack’s Marketing, Open Items and Opportunity Tracking module allows you to track the source of each incoming call to better manage monthly advertising expenses. It also provides a method for creating customer and prospect mailing labels and various mail merge letters for promotions, etc. Another very handy feature is the ability for your sales reps to track their customer’s follow-up activity. The Information Dashboard allows the sales person to quickly find all open follow-up items by date and by customer.This is very similar to managing your own ToDo activity list.
The Job Contracts module allows you to track new construction costs and manage multiple billing items for progress billing.
Informational Dashboard for Quick Reference
Fireline Systems wraps the entire HVAC Pack software product together with a powerful and simple company-wide Informational Dashboard. From one single screen HVAC Pack allows you to quickly see a snap-shot of your entire company with the ability to drill into the details. This one tool alone streamlines the entire daily operation and eliminates the need for countless paper reports.
If you are looking for a simple service software solution that plug directly into your QuickBooks request a personalized demonstration of Fireline System’s HVAC Pack Software today at (800) 890-8614.