### Contents - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # HVAC Software Resources ##### Discussions and Reports to expand your knowledge on HVAC Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## HVAC Software Discussions 0 Question on: ServiceBox [FAQ: Will my company be more efficient if I use ServiceBox?](/discussions/57528-faq-will-my-company-be-more-efficient-if-i-use-servicebox) Will my company be more efficient if I use ServiceBox? Companies switching from paper to ServiceBox report a 90% increase in their efficiency. Organizations that started using ServiceBox, whether they were switching from a paper system or another software, saw a 30% increase in their revenue within the first year of use. Answered: Robyn Jakeman on August 30, 2021 [Your answer](/discussions/57528-faq-will-my-company-be-more-efficient-if-i-use-servicebox/comments/new?remote=true) 0 Question on: ServiceBox [FAQ: What is ServiceBox?](/discussions/57527-faq-what-is-servicebox) What is ServiceBox? ServiceBox is a software system that helps you run all aspects of your service trade company. When we say all aspects - we mean everything! Our software is designed to assist in every area of company administration and workflow management. Our system is also suited for all types of service companies, such as HVAC, electrical, plumbing, security, duct cleaning, water treatment, industrial maintenance, mechanics, pest control, roofing, carpentry, and more. Answered: Robyn Jakeman on August 30, 2021 [Your answer](/discussions/57527-faq-what-is-servicebox/comments/new?remote=true) 0 Question on: ServiceBox [How can I transfer the information on equipment from one customer to another owner/ jobsite without manually transferring it. I need a duplicate equipment option or something similar.](/discussions/how-can-i-transfer-the-information-on-equipment-from-one-customer-to-another-owner-jobsite-without-manually-transferring-it-i-need-a-duplicate-equipment-option-or-something-similar) When a different company takes over a job site, we have the same equipment but a different customer. Our technicians need to be able to see the history for each piece of equipment but when we start a new customer at that job site, there is no way to duplicate the equipment history. This would make our jobs much more streamline and efficient. Comment deleted by user. Answered: Jon Clifford on September 8, 2021 Hi Katie, can you send us a helpdesk ticket using the black feedback button on your ServiceBox homepage? That will put this question in front of the smartest man in our company, who can ask you the relevant questions to guarantee an accurate answer. If I had to take a stab at it here, and if I'm understanding your question correctly, the answer might be as simple as this: assuming the new company coming in has a customer profile in your ServiceBox, simply change the name of the Customer in the jobsite’s set up to the new owner/Customer. Answered: Jon Clifford on September 8, 2021 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/how-can-i-transfer-the-information-on-equipment-from-one-customer-to-another-owner-jobsite-without-manually-transferring-it-i-need-a-duplicate-equipment-option-or-something-similar/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/hvac/resources?discussions_page=3) - [1](/categories/hvac/resources) - [2](/categories/hvac/resources?discussions_page=2) - [3](/categories/hvac/resources?discussions_page=3) - 4 - [5](/categories/hvac/resources?discussions_page=5) - [Next ›Next ›](/categories/hvac/resources?discussions_page=5) ## HVAC Software Reports Grid® Report for HVAC Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for HVAC Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for HVAC Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for HVAC Spring 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for HVAC Spring 2026 G2 Report: Grid® Report Grid® Report for HVAC Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for HVAC Winter 2026 G2 Report: Momentum Grid® Report Grid® Report for HVAC Winter 2026 G2 Report: Grid® Report Small-Business Grid® Report for HVAC Winter 2026 G2 Report: Grid® Report