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Introducing Visual Service

Video-enabled field service technology for HVAC contractors

Technicians
Field Managers
Contractors
Sales
Two angled phones showing the instruments screen and a measurements screen from the Visual Service Field Technician app.
Field service technicians can simply connect their instruments to Visual Service App and follow the SmartSteps Field techs can start a video-call any time they need help or tap into troubleshooting ideas on the system that they are working on.
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Windows desktop computer showing a Session screen for the Visual Service Field Manager app.
Field Managers can now see what field service techs are seeing and support them in real time. Visual Service is a great way to track field services, maintain service history, and train technicians with live, on-the-job assistance.
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Windows desktop computer showing a Dashboard screen for the Visual Service Field Manager app.
HVAC Contractors can create procedures to enhance the quality and efficiency of every job, from basic triage to new system commissioning. What’s groundbreaking is that Contractors can now generate inspection reports using Bluetooth™ tool data and print them with one click.
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Android tablet showing a Visual Certified Report presented to customers after service or maintenance on their HVAC system.
Field Sales can now drive higher customer confidence, package more upgrade offers, and schedule more maintenance visits. Visual Certified Report help enhance customer satisfaction by presenting HVAC system performance data in beautiful and interactive ways.
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Finally a way to be in multiple places at once

Visual Service makes it easy to improve the quality and efficiency of your field services by enhancing your visibility into every job, every tech, and every system

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Field Manager
Field Technician

Open your visual workspace

Open your workspace to monitor the location, job status, and job details of each field service technicians. Organize your technicians by how your team works.

Start a session

Click on any technician card or job to see the details of a jobsite. The session window houses all the information you need for making diagnostic decisions, supporting a technician in real-time, and creating a full record of the service for future reference and for customer Visual Report

Start a video call

Start a video call with any technician who needs on-the-job support or training. See what the service technician is seeing out in the field and make diagnostic decisions using the live Bluetooth™ tool data.

Search and review past calls

Search for past jobs, report system performance over time, and use archived service records as learning opportunities with your team. Establish workflows and guidelines for your team and track the quality and efficiency of field services that you deliver with true visibility.

Enter session notes

Record information about a specific visit. You can enter session notes to add details to the service history, customer notes to display on customer Visual Report, and technician notes to document or share technician performance feedback.

Review the Visual Report™

Review the Visual Report and system diagnostics with your customer. Explain how the service visit impacted the system performance before and after. Make recommendations for future maintenance visits and system upgrades.

Create an account

Download Visual Service on your Android mobile device and create a Visual Service account. Visual Service for iOS is coming soon.

Connect your instruments

Connect your Bluetooth™ instruments such as probes, clamps, multimeters etc. You can take measurements with any brand of Bluetooth™ instruments and sync them with your account only the first time you connect them.

Select a system type

Select the system parameters that you’re servicing – such as the make, model, size etc. The diagnostics measurement targets and the required instruments will automatically populate in your job session.

Follow the Smart Steps

Follow the Smart Steps - the step-by-step instructions specifically designed to service the system that you have selected. Whatever your experience level, Smart Steps can guide you through troubleshooting any HVAC system.

Start a video call

Start a video-call any time you need help or troubleshooting ideas from teammates. Live streaming calls are a great way for building on and recording your on-the-job training.

Review the Visual Report

Review the Visual Report and system diagnostics with your customer. Explain how the service visit impacted the system performance before and after. Make recommendations for future maintenance visits and system upgrades.

Visual Service is coming soon.

Enter your information to be the first to try Visual Service with your team.

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Visual Service is a Los Angeles, CA based technology platform developed by HVAC contractors for HVAC contractors. We’ve set out to transform the HVAC industry by providing the tools to train and support technicians, enhance service quality, and commission energy efficient systems more effectively. Visual Service is the brainchild of the Institute of Heating and Air Conditioning Industries – a trade association dedicated to support HVAC industry ecosystem.

The Institute of Heating and Air Conditioning Industries, Inc. is a nonprofit trade association of contractors, manufacturers, distributors, utilities, and related businesses actively engaged in the heating, ventilation, air conditioning, refrigeration, and sheet metal industries. Formally incorporated in 1948, IHACI remains a progressive association dedicated to the education, promotion and growth of our industry.

Copyright 2019. IHACI / Visual Service. ALL RIGHTS RESERVED
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