Maintenance contracts
Maintenance contracts runs the boilers and air conditioners you service under contract, whether you do every visit yourself or plan them for technicians in several regions.
Service contracts for heating and air conditioning: each customer's sites and units, a visit made each month for what comes due with its unit's checks, an agent that writes the service report, the certificate, and a repair quote the customer accepts from a link.
Try it
Business details, Checklists, Contacts, Customers, Jobs, Units, Unit kinds, Service contracts, Renewal reminders, Sites, Visits
Try it freeWhat it does for you
Your customers, their sites, every unit and every contract are in one place, instead of a wall planner and paper check sheets.
Each month the visits that come due are made by themselves, with the checks of each unit's kind. On site the checks, readings, notes and photos are written on the visit, and an AI agent turns them into a short service report the customer understands. The customer gets the report by mail, and the service certificate prints from the visit.
- A fault found on a visit becomes a repair: price it, and the customer gets the quote by mail and accepts it from a link. Customers sign in to see their sites, their units, their visits and the repairs quoted to them.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Add the gas safety number of the engineer to the certificate.Add a list of the units not serviced for more than a year.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Customer feedback
What customers answer after a job, an appointment, an order or a delivery, and a monthly summary.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.