CRM
Centralise customers, property managers, owners, tenants, contacts, addresses, requests and communication history.
All operations in one place
Less paperwork and better coordination between the office and the field.
Bring customers, buildings, apartments, installations, quotations, job sheets, maintenance contracts, teams, products and invoices together. Information recorded in the field remains available for scheduling, invoicing and profitability monitoring.
Clear interface for office and field teams
Workforce planning and job tracking
Complete history by building and installation
Cost-effective solution for small teams
Integrated modules
The essential functions for managing building service jobs.
From the first customer request to maintenance contract follow-up, work in one solution without duplicate files or data entry.
Quotations, invoices and job sheets
Prepare quotations, convert them into jobs, capture signatures and invoice labour, materials and travel.
Products, purchasing and receipts
Manage parts, supplies and services, prepare supplier orders and check incoming goods.
Workforce and scheduling
Schedule technicians and teams according to workload, availability, skills, absences and urgent jobs.
Maintenance contracts
Track contracts, service intervals, included work, next visits, renewals and recurring invoices.
Buildings, apartments and installations
Keep site structures, installed equipment, access details, documents, photos and complete service histories.
Integrated accounting
Post invoices, purchases and payments automatically to avoid duplicate entry and keep accounts current.
Dashboard
Analyse revenue, margins, outstanding jobs, contracts due for renewal and team workload.
Built for building trades
One solution for companies that install, maintain and repair.
1
Plumbing and technical installations
Schedule repairs, installations, equipment replacements and maintenance agreements.
2
Tilers and carpenters
Track quotations, measurements, material orders, site work and finishing jobs.
3
Cleaning and maintenance
Organise recurring visits, teams, contracted services and completed inspections.
The 7:40 a.m. call
“Could you come by tomorrow morning?”
A breakdown, a tenant with no hot water, and a simple question that has to be answered straight away. Between that call and the invoice sit a schedule, hours recorded on site, and a margin you had better know.
- 1Slot the job into the schedule
- 2Record hours on site
- 3Invoice from the hours
- 4Measure profitability
One continuous process
From customer request to installation history, without duplicate entry.
01
Register the customer and site
Buildings, apartments, contacts and installations are brought together in one file.
02
Quote and schedule
The approved quotation becomes a job assigned to the right team according to availability.
03
Complete and document the job
Hours, products used, work completed, photos and signatures are added to the job sheet.
04
Invoice and follow up
The job updates the invoice, accounting, site history and future maintenance due dates.
Simple and cost-effective
Equip your business without a heavy IT project.
The solution starts at CHF 30.- per month for 1 to 3 users and can be ready within 72 hours after the offer is approved.
Request pricing or a demo →
We will show you the configuration that best fits your trades, teams, contracts and volume of jobs.