Being a manager in an HVAC company means managing schedules as well as managing technicians, making sure customers are satisfied, and making sure the cash flows. It’s a lot, and the program you select can decide how smoothly your HVAC operation is running.
Two of the leading companies within this HVAC field service market are Jobber and
Field Promax. Both assist you in scheduling tasks, managing field teams, and also paying. However, if you’re asking, “Which one delivers faster ROI?” then this in-depth look is for you.
Let’s look at the two platforms and determine which one is more profitable for HVAC companies similar to yours.
Setup Speed: How Fast Can You Get Going?
Jobber is renowned for its simple interface and easy setup. It is possible to sign up to import customer information and create jobs in a matter of hours.
Field Promax is designed specifically for HVAC companies. During the initial onboarding process, the support team will help you establish recurring maintenance schedules and also define technical roles that have the proper authorization.
Scheduling: Simple vs Strategic
Jobber’s drag and drop calendar is easy for teams with small numbers. When your group grows, things become complicated. It’s necessary to manually categorize assignments, handle last-minute schedule changes, or upgrade to access advanced tools for dispatch.
Field Promax provides:
- Auto-assignment is based on your location and skills.
- Color-coded schedules to provide quick clarity
- Recurring job templates for periodic HVAC visitation
Why it is important:
Every additional 5 minutes spent planning a job is worth it. When Field Promax saves just 10 minutes per task, that’s a total of hours saved each week and quicker job completion.
Invoicing and Payments: Who Gets You Paid Faster?
Here’s where a lot of HVAC professionals feel pain.
Jobber allows you to create invoices, collect payments, and send reminders. However, QuickBooks sync isn’t as effective in the event that you’re not on higher levels, and real-time sync cannot be guaranteed.
Field Promax offers:
- Real-time, two-way QuickBooks Online sync
- One-click invoice creation post-job
- Payment tracking within both platforms immediately
When technicians finish a task an invoice is generated, the accounting system is synchronized, and the client receives the invoice. It’s fast, smooth, and helps keep your accounting organized.
Mobile App: What Do Technicians Actually Like?
The Jobber mobile app is easy. Ideal for cleaning up or handyman work. However, HVAC technicians are often required to:
- Check out past job descriptions.
- Capture serial numbers of equipment.
- Log refrigerant levels.
- Work offline without internet access.
Field Promax’s mobile app was created to meet these needs. It comes with:
- Workflows based on checklists
- Signature capture built-in
- Voice notes and picture uploads
- Parts and timers for jobs employed
HVAC-Specific Features: Depth vs General Use
Jobber is a strong generalist. Ideal if you run your own lawn care or house cleaning service.
Field Promax is one of the HVAC software tools that improves the accuracy of tasks.
Field Promax has the following features:
- Custom job types
- Tracking of equipment per site
- Tracking of maintenance contracts
- Reports on technicians’ productivity
It’s not too complicated; the functions are exactly where you’ll need them. They are not hidden behind five menus.
Pro insight: Utilizing generic software typically means making spreadsheets and calls to the office; Field Promax eliminates that.
Customer Communication: The Fast Lane to Trust
Customers don’t want just a service; they also need information updates. They need to know when you’ll arrive, the status of your service, and how they can pay.
Jobber provides:
- Reminders of appointments
- Quotes and invoices can be sent via email.
Field Promax increases levels by using:
- Live technician tracking (ETA)
- Automated reminders on service
- Review request prompts follow each job.
The tools can reduce the number of no-shows and increase the customer experience; that means more repeat business and fewer revisits.
Reporting: Are You Flying Blind?
Jobber’s reporting tools provide the basics, such as revenue & open positions, as well as paid invoices.
Field Promax consists of:
- Profitability per job
- Tech reports on performance
- Estimate-to-actual time tracking
- Cancelled job analysis
- Parts usage vs. billing
Greater visibility means better decision-making and more growth.
Pricing Breakdown: What Do You Really Get?
From the beginning, Jobber might appear more affordable, particularly in smaller-sized HVAC teams. But once you begin adding the features that you need to operate efficiently, such as routing optimization, full QuickBooks integration, or forms for job customization. The cost quickly rises. A lot of these essential features are only available on premium plans.
In terms of Jobber’s base plan, it is a basic one, but the increasing HVAC companies could soon be paying more to gain access to essential functions.
Field Promax on the other hand, provides an even more comprehensive method of operation. You receive everything you require to run all of your HVAC operations starting with the basic plan-no costly upgrade needed.
This includes:
- Live QuickBooks sync to speed up invoicing and clear accounting
- Optimized route built-in to help save fuel and time for technicians.
- Pricing based on the user means that you pay only for the size of your team.
- Customized job forms along with HVAC templates are available to use right away.
- Mobile access and digital work orders for seamless field-to-office communication.
This arrangement provides Field Promax an edge. Jobber’s tier-based pricing may result in higher expenses that slow down the return on investment, but Field Promax enables you to reach higher profitability more quickly. Field Promax is a complete HVAC software system without having to worry about features that are locked, unexpected plans, or add-ons.
Shortly, Field Promax gives you the best capabilities in the beginning, letting your team be more efficient to bill faster, make more money, and expand without limit.
Support & Training: When You Need a Human
Both platforms have chat and email assistance.
However, Field Promax stands out with:
- Live onboarding: Representatives teach staff how to use the program’s features
- Videos that provide step-by-step instructions
- Chat, email, or direct-call assistance
HVAC owners are thrilled that support agents know about job costing, dispatch the urgency of jobs, and know QuickBooks, not only the buttons on the software.
Scalability: Expansion Without Pain
As your team gets bigger, Jobber may feel a little limited. Alternative remedies might be required for:
- Team roles
- Personalized checklists
- Tracking of various places
Field Promax was designed for the growing field teams. It doesn’t matter if you’re a single city or three cities; the product will support
- User roles (tech, dispatch, and supervisor)
- Location-based tracking
- smart planning across regions
- Technologist insights on the size
Future-proofing matters. You don’t want to change your software mid-growth.
Real-World Field Promax Scenario
HVAC company located in Texas (8 techs ):
Before changing:
- Use Jobber and Google Sheets to track
- Invoicing delays of up to 3 days
- Frequent double bookings and work conflicts
When switching from Field Promax:
- Reduce the admin hours by 10 hours per week.
- Reduced the amount of installments that were not paid by 40 percent
- Average daily job growth by 22 percent
- Real-time job status for each tech
This is ROI in less than 60 days.
Final Verdict: Which One Pays Off Faster?
Field Promax is a great choice for smaller and mid-sized, inexperienced teams who want clear, general-purpose software. If you’re running a single business or don’t have any HVAC-specific requirements, it’s a good starting point.
If your company deals with:
- Many different types of technologies.
- Seasonal agreements
- Parts for tracking
- Advanced billing
Field Promax will save you time and money quickly. It will help you save time on administration, eliminate job mistakes, and receive your pay faster.
This is real ROI, and it’s visible on your calendar as well as your bank account.
FAQ:
Q1: Can I use these tools for commercial and residential HVAC work?
Yes, both Jobber and Field Promax support different job types; however, Field Promax offers more customization to handle complex commercial work processes.
Q2: What happens if I work in several cities?
Field Promax is built for multi-location teams. You can assign jobs based on branch, zone, or supervisor job role.
Q3: Does Field Promax integrate with QuickBooks?
Yes. It allows real-time, two-way integration with QuickBooks Online, keeping invoices and payments up-to-date in real time.
Q4: What do I do if I have only two or one technician?
Both platforms can manage small teams; however, Field Promax still adds value by allowing for faster dispatch and less administrative tasks.
Q5: Is it easy to schedule regular HVAC maintenance?
Field Promax excels here with automated scheduling for seasonal trips. Jobber is able to handle jobs that are recurring, however with less HVAC-specific triggers.
Q6: Can I get reminders for customer follow-ups?
Yes, Field Promax lets you automate follow-ups and reviews. Jobber is also available, however with more restrictions.
Q7: Is it possible to customize job checklists?
Yes, Field Promax allows detailed HVAC-specific checklists (e.g., AC tune-ups or duct cleanings).
Q8: Do I need an operator to be able to make use of Field Promax?
No, intelligent auto-assignment and tech zones ensure that even owners who are solo can easily schedule their work.
Q9: Can my technician take notes and pictures in the field?
Yes, Field Promax supports voice notes, typing notes, and photos.
Q10: What types of customer notifications are being supported?
Field Promax can send ETA alerts, confirmations, and thank you messages. It also asks for reviews on its own.
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