Aircon & facilities servicing
Servicing contracts only make money if someone remembers them.
Recurring service dates living in a spreadsheet. Jobs booked over WhatsApp and phone. Technicians who finish on site and the invoice goes out a week later, if at all.
Three jobs that eat the week
Recurring visits nobody remembers
A quarterly contract is only worth what you actually service. The agent knows every contract's cycle, books the visit before it falls due, confirms with the customer, and puts it on the right technician's day — without anyone opening a spreadsheet.
Jobs booked in five different places
A customer WhatsApps, another calls, a third emails, and one walks in. The agent captures all of them into one job sheet, checks the address and the time window are workable, and asks the customer when something is missing.
Invoices that go out a week late
The technician finishes, the paperwork goes in a van, and billing happens when someone gets to it. The agent raises the invoice as the job is marked done, attaches the service report, and holds anything unusual for you.
Where most firms start
Nobody switches on six agents at once. These are the departments that pay for themselves first in this trade. All departments
A 12-technician servicing company
Quarterly contracts tracked in a spreadsheet and serviced late or not at all, with invoices raised whenever somebody in the office got to the paperwork.
The Scheduling Agent books each contract visit before it falls due and confirms with the customer. The Billing Agent raises the invoice as the technician closes the job, with the service report already attached.
The software you already run
We connect to what's there. Nobody is migrating off their accounting system to make this work. All integrations
See it on one of your own jobs
Give the demo something real and watch where it stops and asks you.