Perfectware

Perfectware is a comprehensive HVAC service management software designed to streamline operations for service contractors in the Mechanical Contractor Service Industry. According to the vendor, this software solution caters to HVAC contractors, mechanical contractors, facility managers, building owners and managers, as well as service technicians. With its wide range of features and functionalities, Perfectware aims to be a go-to solution for businesses of all sizes in the HVAC industry.

Key Features

Dispatch: According to the vendor, Perfectware's dispatch feature allows for seamless communication between dispatchers and technicians, aiming to ensure efficient service call management and potentially reducing costs. Dispatchers can quickly alert technicians about service calls, provide them with pre-entered customer requirements, and notify customers of arrival information, work completion, and quoted or proposed work.

Project Management: The project management tools offered by Perfectware aim to help organizations effectively manage and complete projects on time and within budget. The project module is designed to track project progress, manage estimated vs. actual hours, and ensure revenue/billings align with financials and customer requirements. It also allows for easy categorization of projects by product, territory, or project manager.

Refrigerant Tracking: According to the vendor, Perfectware's refrigerant tracking feature aims to ensure compliance with Section 608 of the Refrigerant Recycling Rule. It allows service contractors and building owners to track refrigerant usage, recovery, and reclaiming by equipment, potentially helping them avoid fines for non-compliance.

Reporting: Perfectware provides highly customizable and organized reporting capabilities, with the vendor claiming hundreds of built-in reports. Users can reportedly easily review and sort real-time information, export reports to Excel for further analysis, and potentially eliminate the need for additional report writing software, potentially driving paperless organization.

Accounting: According to the vendor, Perfectware is accounting system independent and can integrate with various accounting packages. It offers efficient and accurate customer invoicing, flexible revenue recognition, and job costing for appropriate invoicing and pricing of contracts and projects.

Purchase Orders: Perfectware aims to simplify cost management with its purchase order tracking and allocation of costs feature. Purchase orders can reportedly be generated directly from work orders, linking costs to invoices, contracts, or projects. The system also provides vendor and customer print options, email capabilities, and interfaces with accounting software.

Client Web-Portal: Perfectware offers a web portal that allows building owners and customers to access service call information, view open service calls, service history, equipment descriptions, and work performed. It also provides access to customer-specific reporting, invoices, proposals, and service request capabilities, potentially improving communication and streamlining service requests.

WebTech - Mobile Field Service: Perfectware's WebTech is a mobile field service portal designed to enhance communication and workflow for technicians. Technicians can reportedly access location and contact information, call descriptions, equipment lists, and service history. They can also create calls, update equipment information, generate purchase orders, quote small jobs, and view timesheets remotely using any device.

Access Anywhere: According to the vendor, Perfectware utilizes cloud computing, providing secure access from anywhere on any device. It aims to eliminate the need for costly servers and IT support, allowing work to resume from secondary locations during disasters or events. The system also offers flexibility and seamless upgrades to the Perfectware applications.