Boiler faults pile up at the start of winter and air conditioning faults at the start of summer; calls are taken by phone and addresses are sent to technicians on WhatsApp. Without knowing which unit is under warranty, which part was fitted and which customer is due an annual service, both service and maintenance revenue leak away. In the system we build, every call is linked to a customer and appliance record; brand, model, serial number and warranty status are visible instantly. The technician takes the job in the app, deducts the part from van stock and collects payment, and customers due a service get an automatic reminder.
Problems we see at heating and cooling service firms
- Calls lost in the seasonal peak
- No knowledge of appliance warranty and service history
- No view of parts stock in technician vans
- Failing to reach customers due an annual service
Modules
Call log
Fault and installation requests from phone, web and WhatsApp.
Appliance card
Brand, model, serial number, installation date, warranty and service history.
Technician dispatch
Assignment by area and skill, daily route and appointment slot.
Parts and van stock
Warehouse and van stock, refrigerant top-ups and parts used.
Service reminders
Automatic SMS for annual boiler servicing and air conditioner cleaning.
Payment and job sheet
On-site service sheet, customer signature and card payment.
How it works day to day
- 1
The customer reports the fault and the appliance record is found.
- 2
The job is assigned to a suitable technician with an appointment.
- 3
On site the technician fixes the fault and enters parts and labour.
- 4
The customer signs the sheet and payment is taken.
- 5
The next service date is written to the system automatically.
Integrations
Off-the-shelf software or custom-built?
When off-the-shelf is enough
For single-technician services, general service tracking apps can be enough at the start.
When custom software pays off
For firms that manage several crews, authorised-service warranty processes, van stock and service reminder revenue, a custom system pays back quickly.
How the budget is built
We launch the workflow that saves you the most time first, then add modules based on real usage. The full scope below is calculated with 18 screens and 10 modules; the final price follows a free discovery call and a written scope.
Maintenance and improvements (optional): €450 / month. Hosting, SMS, WhatsApp and app store fees are listed separately.
Frequently asked questions
Can data be sent to manufacturer warranty systems?
A warranty service report can be prepared in the file or portal format the manufacturer provides; direct integration varies by brand.
Can we migrate our old customer and appliance list?
Customer and appliance records are imported from Excel, and service dates are calculated from the past service date.
Can technicians work offline?
Yes, in basements with no signal, records are kept on the phone and sent later.
Can the customer see when the technician will arrive?
The appointment time is shown and a notification goes out when the technician sets off.
