HVAC - heating, cooling
HVAC industry (Heating, Ventilation, Air-Conditioning) implies unique price quotes for each customer, individual deadlines, service orders, installations. The emphasis is on the overview and integration of all system modules.
The price quotes are comprehensive, each item has its own picture and longer description. Manufacturers often have beautiful presentation videos of their products which you can share with your customers in the B2C/B2B portal.
You will definetely appreciate the connection to e-shop and warehousing.
Our valued customers from this area, among others, include:
- AspeN Eco, s.r.o.
- ECO Technologies, s.r.o.
- IMP PUMPS CZ, s.r.o.
- NRG flex, s.r.o.
- TCH SPECE, s.r.o.
The job doesn't end at installation
In energy, heating and cooling, you don't sell a device but a project. A salesperson comes for a site visit, proposes a solution, then comes the price quote, order to the supplier, installation and commissioning. Weeks or months pass between the first call and handover, and each step is usually handled by someone else.
Benefits of Offeris for HVAC - heating, cooling area
Profit calculation
Based on purchase prices of items and other cost items.
Alternative price quotes
The customer chooses from the offered alternatives.
Discounts and bonuses
Various options for discounts and bonuses. Customer's Terms and Conditions.
Various designs
Selection from various template designs for PDF output.
Price update
Price update of the previous price quote.
High-quality statistics
Surveys from the point of view of the customer, supplier, product, sales representative.
Complex integration
Integration with price quotes, invoices, stock movements.
Easy to proceed
Generating of orders, delivery notes and invoices.
Integration with warehouse
You will see how many pieces of product remain in stock.
Everything in one place
Everything in one business case
A price quote is created from meeting notes, followed by an order and invoice. The warehouse shows what's available and what needs to be reordered. Everything stays linked to a single customer.
Service and complaints
In Offeris, you can register devices at the customer's site, plan regular service tasks and track warranty and post-warranty claims linked to invoiced items.
A changing product range
You can build a product from individual components, register multiple suppliers per product, recommended accessories and replacements for discontinued models.
