Plumbing and HVAC industry analysis

Use your data to gain trust and stay ahead of the competition

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Can data analytics help you stand out?

HVAC and plumbing is dependent on the condition of the construction industry — when housing starts are on the rise, data analysis will allow you to have full visibility into your operations so you can service customers well. When the sector is slower and there is demand for repair work only, your earned customer loyalty will prevail.

30% sales growth over last year

Crescent Parts has used other BI tools but the team didn’t get to a level to impact the business. Phocas is different.

Read the case study

Finally an easy button for your plumbing and HVAC data

 

Easy ways for everyone to get data-driven results

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Automated month-end close, more detail and customized views

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Collaborative budgeting and realistic, accurate forecasting

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Success story

Behler-Young debunks old beliefs with data analytics

 

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“Data-driven decisions are important, and having the data be so easily accessible is the only way to get people to start to change their culture towards that.”
— Robert Wright, Sr Application Developer and Analyst, Behler-Young.

RUN YOUR OWN QUERIES

An intuitive design that works for users

Answer foundational questions about customer buying habits by reviewing data according to need such as region, product class or season, all in a simple, user-friendly format.

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INTERCONNECT ALL DATA

Dashboards built for customer insights

All dashboards can include links to every customer — click on any ID and you can then view a dashboard of location, rep, branch sales to quickly get deep context into customer status and relationship.

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IMPROVE MARGINS

Smart modules for financial reporting

Improve your margins by examining all your data to understand what customers buy, when they buy it and what cyclical trends impact your top line.

Discover Phocas Financial Statements

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Phocas solves for plumbing and HVAC partners

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Stock optimization

Phocas provides a blended, joined view, of product, market, budget data to create a seamless sales and business intelligence experience.

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Data-powered conversations

Impress customers with a deep understanding of all their key numbers. Make customer meetings more productive and use data to help drive their success.

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Maximized savings

Phocas measures labor, overheads and materials to accurately analyze data, reduce costs and improve business and sales efficiencies.

Average doesn't move the industry forward, but we do.

  based on customer reviews on
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Phocas

9.3

Customer satisfaction


10

Project success


9.8

Business benefits


10

Recommendation

Qlikview

5.3

Customer satisfaction


6.6

Project success


7.2

Business benefits


5.8

Recommendation

Tableau

4.3

Customer satisfaction


6

Project success


5.3

Business benefits


5

Recommendation

Power BI

6.6

Customer satisfaction


6.8

Project success


5.7

Business benefits


7.3

Recommendation

Looker

7.2

Customer satisfaction


7.6

Project success


8.1

Business benefits


9

Recommendation

BARC’s The BI Survey 19 report

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7 benefits of data analytics for plumbing and HVAC

For HVAC and plumbing suppliers, the volume of data moving across your organization can seem overwhelming, data analytics can help you make sense of it all. Download the eBook now.

 

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and analytics… We can guide you. Let’s see if we can help.