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ZenHVAC

ZenHVAC

Overview

What is ZenHVAC?

ZenHVAC is HVAC software designed to optimize and automate business operations. ZenHVAC's features help streamline scheduling and dispatching, manage invoices and payments, track customer information, and generate accurate job estimates. The software also offers integration with QuickBooks for seamless accounting…

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $49
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Product Details

What is ZenHVAC?

ZenHVAC is HVAC software designed to optimize and automate business operations. ZenHVAC's features help streamline scheduling and dispatching, manage invoices and payments, track customer information, and generate accurate job estimates. The software also offers integration with QuickBooks for seamless accounting and financial management. ZenHVAC aims to help users to improve productivity, gain insights through detailed reports, and enhance customer relationship management. The software is backed by 24/7 customer support.

ZenHVAC Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

ZenHVAC Screenshots

Screenshot of the invoice generation interfaceScreenshot of the HVAC scheduling feature

ZenHVAC Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
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Comparisons

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Reviews

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