CRM for Air Conditioning and Heat Pump Firms
Quotes won, who to chase, visits due and your best customers on one screen. Every customer's full history in their own file.
See pricing
What it does
- Quotes won: sent, accepted and your win rate.
- Who to chase: the quotes still waiting, by days since they went.
- Visits due and overdue, and the plans renewing soon.
- Your best customers. Every customer's full history in their own file.
Which plan
BusinessBusiness, for the owner. A planner login gets a cut-down version with no money on it.
Business is £29.99 a month for the owner and 2 engineers, then £9 a month for each engineer after that. New accounts get the first month free, with no card needed.
Engineers on a Business firm sign in with the login their firm gives them.
Questions
What's on it?
Quotes sent and accepted with your win rate, the quotes to chase, service visits due and overdue, plans renewing soon, and your top customers.
Where's a customer's history?
In their customer file: their units, their jobs and their paperwork. It's its own screen, in Business too.
Do I have to keep it up to date?
No. It's worked out from your quotes, jobs and plans, so there's nothing extra to fill in.
Who else can see it?
A planner login gets the service visits and plans renewing, with no money on it. Engineers don't see it.