hvac contractor software

PRO DBX HVAC CONTRACTOR SOFTWARE

The Pro DBX HVAC Contractor Software takes the headache out of going through expenses, dealing with vendors, and everything else that goes into running your business. Our All-In-One HVAC Software saves you time and money, allowing you to focus on what you do best.

MOBILE-CAPABLE 100%
USER-FRIENDLY 100%
CUSTOMIZABLE 100%
MANAGEABLE 100%
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HVAC Project Management

Automated from start to finish.

Estimate

Bullet Point Pro DBX allows you to create custom sets you can build. These allow your sales reps to select from your full-range of options. When a set is added to an order or a job, Pro DBX will automatically use all of your pre-designed settings to create a visually appealing price quoting engine for your sales reps.

Bullet Point Using Pro DBX complex sets, your sales reps can build estimates in the field in a matter of seconds. Each pre-designed complex set is converted into a visual step-by-step menu, with all price and cost calculations made according to overall quantity.

Estimates

Fulfill

Bullet Point Each work order can then be assigned individually, or by setting up default automatic assignments. Commissions, quantities, and expected due dates for each work order can also be updated easily at any time.

Bullet Point New work orders, such as a trip charge, can be added to any existing work order without the hassle of preparing separate addendums.

Bullet Point Progress payments, either based off a percentage of HVAC completion or a set dollar amount, can be setup to trigger at completion of specific phases or work orders.

Assign

Bullet Point Once a work order is assigned, foreman and even entire crews are notified immediately via text or email.

Bullet Point By using Pro DBX, your crews can easily update their progress, create work order specific tasks and notes for other users, view their commission and pay, and take job-site photos using their phones or tablets which are automatically stored with that job’s documents.

Manage

Manage

Bullet Point Using the Pro DBX Project Management Dashboard, easily view, track, and update all of your open HVAC jobs at a glance.

Bullet Point View each phase’s progress individually, reassign, and update work orders and due dates in one place.

Bullet Point Dashboards are also customized to fit your company’s needs, including color coding phases and work orders, or adding custom fields and other helpful information.

Customer Interface

Bullet Point With the Pro DBX Customer Portal, customers can easily log in and follow along as their roof progresses.

Bullet Point All you need to do is specify what you would like your customers to view – including specific photos, drawings, invoices, progress payments, and due dates for different phases.

Bullet Point All items, including your before and after photos attached to your invoice, can also be sent directly to the customer or insurance company upon completion of a job.

Roofing Software Customer Portal
Payment

Pay

Bullet Point As work orders are completed, all commissions flow directly into the Pro DBX Payroll App.

Bullet Point Simply select the users and jobs to pay on, adjust any amounts if necessary, and submit. Piece rates can also be split between members of a crew, using set dollar amounts or percentages. Sales commissions, set up by user, can be triggered by completion of job, when a job is paid in full or upon the completion of a specific chosen phase.

Bullet Point Pro DBX will even auto-calculate workers compensation where necessary, and send employee wages to your payroll company.

Bullet Point All commissions, payroll, and payroll overhead are recorded in Pro DBX – providing you with true a true job cost of every HVAC project, down to the penny.

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HVAC Software Packages

Pro DBX
Express Service

Pro DBX
Express Builder

Pro DBX
Professional

Pro DBX
Enterprise

$35
Per User, Per Month
Minimum $350/month
$45
Per User, Per Month
Minimum $450/month
$75
Per User, Per Month
Minimum $750/month
$125
Per User, Per Month
Minimum $1250/month
Customized HVAC Service CRM
Concierge Setup
Unlimited Leads
Unlimited Customers
Unlimited Jobs
Unlimited Customer Service
Unlimited Training
HVAC Task Management
HVAC Service Email Templates
HVAC Calendars
GPS Tracking
Google Maps RoutingGoogle Maps Routing
Products and Materials
HVAC Point of Sale
Mobile Point of Sale
Express Accounting
Digital Proposals
DigiSign
Sales Tax Reporting
Service Tracking
Accounts Receivables
Daily Backups
128 Bit Encryption128-bit Encryption Security
100% Cloud-Based
All features of Service, plus…

Customized HVAC CRM
Estimating Tool for HVAC Professionals
Unlimited Projects
Commission Tracking
Work Order Payments
Employee Timecards
Payroll
Express Project Management
Manage Vendors
Work Orders
Job Photos
Construction Schedules
Digital Contracts
Project Dashboard
Express Job Costing
Stock Sets
Drop-Ship Purchase Orders
All features of Builder, plus…

Built-In Bulk Marketing
Dispatch
Efficient Banking
Detailed Job Costing
Professional DigiForms
Lead Intake Forms
DigiDocs
SMS Texting
Text Templates
Short URLs
Unlimited Divisions
Unlimited Locations
Custom Sales Reports
Export/Download Data
Parent/Child Customers
Material Attributes
Accounting Assets
Customer Pricing Schemes
Cause/Effect Automation
DBX Check Printing
All features of Professional, plus…

Complete Business Software Consultation
Integrated 2-Way Email
Phase Payments
Progress Payments
Accounts Payable
Full Inventory
Purchase Orders
Customer Assets
Online Review Generation
Surveys
Manage Multiple Related Entities
Visual Scheduler
Business Reputation Management
Roofing E-Commerce
Customer Portal
Custom Modules
Custom Query Engine
Data Posting
Vendor Receivables
Cash Forecasting
Warranty Billing
Custom Environments
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