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HVAC Distribution

Stay Cool When the Market Heats Up

Grow your HVAC business with technology that lets your technicians work more efficiently, deliver personalized service, and keep customers longer.

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Overview
Benefits
Challenges Solved
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Get the Competitive Edge in a Rapidly Changing Industry

HVAC distributors need to adapt quickly to handle day-to-day challenges plus the added pressures being placed on the industry. From economic uncertainty and new regulations to a growing list of customer and contractor demands, you must continuously improve service efficiency, control costs, and ensure that you never miss a sales opportunity.

  • Give time-challenged contractors more personalized service
  • Equip your sales team to sell innovative solutions like high-end HVAC and smart devices
  • Accurately forecast sales as your business mix shifts
  • Grow repeat business and lifetime customer value
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Gain the Flexibility to Meet Your Cost Control and Customer Satisfaction Goals

Satisfy Seasonal Demand Without Missing a Beat

As an HVAC wholesaler, you’re working to exceed customer expectations in an industry that changes hourly, daily and with the seasons. Epicor solutions help you meet your business goals with advanced seasonal inventory control, so you can meet demands and turn items before they go out of season.

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Connected Systems for Connected Supply Chains

Your critical business areas work more efficiently when they work together. Epicor solutions for HVAC distributors span the front counter, sales office, warehouse, back office, and support, so you connect better with your customers and their supply chains.

  • Integrated quoting and order management
  • Customer- and contract-specific pricing
  • Integrated eCommerce
  • Direct integrations with customers via EDI
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A Cost-Effective Path to New Business Capabilities

Epicor HVAC distributor software can be deployed on your servers or in the cloud. By deploying in the cloud, you have access to a constant stream of software updates—helping you bring new capabilities and value-added services into your business. In addition, these innovations do not require large, up-front investments.

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Capabilities

Streamlined Quoting and Order Entry

Simplify every step of your order process from a single screen. Enter and convert quotes, check stock, verify shipping, and process orders instantly—no rekeying or delays, just fast and accurate service your customers will appreciate.

Fast, Accurate Front Counter

Leverage barcode scanning, credit authorization, and payment automation within a unified order entry system. Integrated technology ensures seamless data flow between inventory, sales, and accounting—reducing manual input and improving transactional accuracy.

Automated Substitutions & Accessories

Boost sales and prevent lost revenue by automatically suggesting complementary or substitute items. Ensure that every order is optimized, even when popular products are backordered. This keeps customers satisfied and increases overall order value.

Complete Inventory Visibility

Track individual items with full serial number visibility. Manage serials across inbound and outbound transactions for accurate record-keeping and recall readiness. Optional outbound-only tracking reduces overhead while maintaining compliance. Gain complete confidence in your inventory data and operational control.

End-to-End Delivery Management

Centralize delivery and service workflows with GPS tracking, mobile proof of delivery, and real-time note capture. Automate maintenance, warranty management, and service history tracking. Ensure accurate operational insights and superior customer support.

Rebate Management Simplified

Track all vendor rebates electronically for accuracy and improved profitability. Integration with General Ledger and price schedules ensures precise margin calculations. Automate tedious rebate tasks and record every step in real time. Detailed reports make claiming rebates faster and simpler for your team.

Seamless EDI Integration

Automate your electronic data interchange with a fully integrated system. Receive, process, and send transactions directly within your software, reducing manual effort and errors.

Cloud Business Resilience

Move your business to the cloud and reduce the strain on your IT team. Benefit from best-practice security measures, ongoing monitoring, and redundant data centers that protect against downtime and cyber threats. Focus on growth while we manage the infrastructure.

Challenges Solved for HVAC Distribution

Accurately Predict Demand and Address Seasonality

Use your purchasing history to predict future demand. Drill into the details in your sales data. Explore different scenarios for your business.
Improve Cost Controls

Run your operations at peak efficiency, from the front-office counter to the warehouse to the customer jobsite. Turn CapEx into OpEx by migrating to a cloud-base solution.

  • Order management
  • Wireless warehouse management
  • Inventory management
  • Serial number tracking
  • Comprehensive rebate management
Improve Quoting and Ordering Efficiency

Your sales team wants to focus on customer relationships and mastering new products, not keying in orders. With Epicor, they can complete the entire order entry process from one screen—whether working at the counter, remotely via a mobile computing device or laptop, or over the web.

  • Streamlined order management
  • Mobile sales software
  • eCommerce for customer self-service
Make Your Business More Resilient

Running your business in the cloud eases the burden on your in-house IT staff, since you don’t have hardware and software to monitor, maintain, patch, and update. More importantly, it protects your business from costly downtime caused by system issues or an ever-growing flood of cyberattacks.

  • Best-practice security measures at every level of the application
  • Ongoing cybersecurity monitoring and protection
  • Redundant data centers
“Features such as API integration, online ordering, bill pay, and reporting are all capabilities our customers want. Epicor gives us the ability to change and grow faster, to better meet customer demands, which further accelerates our growth”
  • John White
  • President of American Refrigeration Supplies, Inc.
“As we have grown our business over the past 14 years, Epicor Prophet 21 has streamlined processes to deliver more products to more customers, with the teams we already had in place.”
  • Ken Schreiber
  • General Manager at Century A/C Supply
“We were able to implement the wireless warehouse technology that enabled several of our branches to increase their efficiency and actually grow sales 15 to 30% in a single year without adding any additional staff to manage the warehouse.”
  • Renata Morgan
  • General Manager of Business Administration at Century A/C Supply
“We had a ransomware attack on our old server and were getting menacing messages for the payoff. Since everything was already moved to the cloud, we didn’t skip a beat. It also was a great buy-in moment internally, to demonstrate in a very real way to our employees the value of the transition.”
  • John White
  • President of American Refrigeration Supplies, Inc.
Get In Touch
Implementing a new ERP system is a complex decision and a big investment of time and resources. The last thing you want to do is choose a system that doesn't fit your needs well, or will require constant—and costly— customization.
Contact us and learn how to navigate that journey.

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