Name: Perfectware
Author: Perfectware Solutions

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Environmental, Social, and Governance (ESG)

Manufacturing Execution

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Delivery Controllers (ADC)

Build Automation

Cloud Management

Cloud Storage

Code Review

Consulting and Advisory Services

Continuous Delivery

Converged Infrastructure

Data Catalog

Data Center Cooling

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

Message Oriented Middleware

Network Performance Monitoring

Network Traffic Analysis (NTA)

Observability

Release Management

Server Management

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Audio Editing

Contact Management

Content Management

Creative Collaboration

Customer Experience Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Proposal

Sales

GDPR Compliance

Security

3D Modeling

Apparel

Dental

Emergency Notification

Financial Services CRM

ID Card

Municipal

Nonprofit Fundraising

Oil and Gas

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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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.

BigChange in Leeds offers a paperless software solution to plan, manage, schedule and track a mobile workforce. All plans include real–time tracking via mobile phone or plug-in OBD, timesheets, driver behavior tracking, messaging as well as health and safety alerts, and on higher tier plans the ability to plan, schedule and dispatch a workforce.

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Applications that support field technicians and other staff in the field. Typically include scheduling and dispatching capabilities.

Field Service Management

Perfectware Solutions

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