Air Conditioning and HVAC Services Management Software
Manage your air conditioning and HVAC services with Daftra business management software. Invoice customers for AC maintenance, installation and spare parts expenses, manage your inventory of HVAC equipment and parts and classify them according to their brand or model. Organize and schedule maintenance appointments and installation visits with assigned technicians and customers. Stay informed of your business’s performance through advanced reporting.
Manage your HVAC
Automate all your books, manage finances and track sales and profits. Issue AC sales and customer purchase invoices including taxes and shipment fees. Track your total income and expenses and generate reports with your net profit. View sales reports by category and know your best-selling models.
Maintain complete customer records
Record each customer’s information including their contacts, shipping address, history of AC purchases, maintenance and payments. Specify and schedule maintenance, receipt and delivery date and time. Alert your customers with updates, appointments or visit timings through email or SMS and perform post-maintenance follow-ups.
Assign tasks to your staff of technicians and sales reps
Add a database of employees and keep track of their activity logs. Stay informed of your staff performance through advanced reporting. Assign specialists to specific customers and elevate their experience.
Monitor your stock and receive alerts if an item is running out
Monitor the movement of your products and get alerted of almost out-of-stock items, issue purchase orders from your suppliers never run out of stock. Perform stocktaking and compare the quantities to the actual stock and monitor overages or shortages. Determine your expected profits upon completion of your stock’s sale with inventory reports.
Create maintenance and installation work order files
Create a file for each HVAC operation with all its sales and purchase invoice details. Add revenue and operating expenses and determine amounts due on the customer. Determine each work order’s net profit.
Manage your company assets and adjust depreciation settings
Add your facility assets, equipment and HVAC machines. Calculate depreciation of fixed and variable assets annually. Re-evaluate or sell the asset at the end of the operating period.
Daftra Promises as Your
Find out why Daftra has been the choice of over 10,000 SMEs.
Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.
Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.
Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.
Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.
Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.
Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.
Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.
All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.