CRM Software for HVAC & Field Service Companies in France
We build custom CRM for HVAC, electrical and trades businesses where the quote, the job and the maintenance contract are one relationship. Enquiry to quote to scheduled job, service agreements and recurring maintenance, and job history per site — so recurring revenue is managed deliberately rather than remembered.
( Ce que vous obtenez )
Conçu pour HVAC & Field Services
Quoting & estimates
Site-based quotes with parts and labour, versioning and approval-to-job conversion.
Service agreements
Recurring maintenance contracts with scheduled visits and renewal tracking.
Site & asset history
Equipment installed per site with full service history, so the engineer arrives informed.
Scheduling & dispatch
Job scheduling by skill and location, feeding your field team's mobile app.
Job costing & invoicing
Cost versus quote per job, with invoicing triggered on completion and sign-off.
( FAQ )
Vos questions, nos réponses
How does this relate to field service management software? add
CRM owns the customer and the sale — enquiries, quotes, contracts, renewals. Field service management owns the execution — dispatch, mobile work orders, parts. Smaller trades businesses often want one system; larger ones want both integrated. We build either.
Can it manage recurring maintenance contracts? add
Yes, and for most trades businesses that recurring base is the real asset. Contract terms, visit schedules, renewal dates and profitability per agreement are tracked explicitly.
Will it work on site with poor signal? add
The field-facing parts are built offline-capable — quotes, job notes, photos and sign-off queue locally and sync when coverage returns.
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( Étape suivante )
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