HVACBizPro Features and Development Roadmap

Our team is always working to improve user experience within the HVACBizPro platform and always open to customer feedback. We make lots of small improvements regularly, but below you will find a recap of the main features we're working on next.

Coming Soon

  1. Texting Integration - Phase 2. This will allow for dealers to send appointment reminders, proposals, and service tickets via text to the customers.
  2. Dealers will be able to add a Commercial Customer to a Service Ticket.
  3. New padding and text wrapping in the proposals to allow for a cleaner and more user-friendly layout.
  4. The "Walk Me Through It" proposal builder will save after each step, allowing progress to be saved.

Recent Updates

The customers list of historical proposals is now visible on the Edit Customer page.
The install address, if different from the billing address, is now visible on Commercial Proposals.

Application Fixes

  • Resolved an error of Stripe payments not processing on service tickets or proposals.
  • Resolved an error of Won proposals not updating in the system when a customer signs.

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