HVAC Service
HVAC Service: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Maintenance-contract expiries are not tracked, so renewal revenue slips away.
- No equipment register is kept, so crews go on service calls blind to past faults.
- At season start, appointments clash and the technician plan is built by hand.
- Van stock and warehouse stock are not separated, so spare parts get hunted for mid-service.
Workflows
From contract to reminder
- The maintenance contract is opened with device list, period and price.
- Devices whose maintenance date approaches drop into the reminder list.
- The appointment is written to the technician calendar; seasonal load is balanced.
From device to part
- The device is registered with brand, model and serial number.
- The service record posts to device history; the installed part is linked by serial number.
- The spare part used is deducted from stock; the invoice goes to the contract or work order.
Documents
- Periodic maintenance contract
- Device register card
- Maintenance service form
- Spare-part consumption slip
Reports
- Contract renewal calendar
- Fault history by device
- Technician occupancy and seasonal load
- Spare-part stock status
Metrics
- Contract renewal rate
- Maintenance-appointment adherence
- First-time fix rate
- Daily services per technician
Compliance
- Authorized-service certificate and brand agreements
- F-gas (fluorinated greenhouse gas) registration obligation
- Vocational qualification certificate (HVAC)
Glossary
- Device register
- An asset record tracked by brand, model and serial number
- Periodic maintenance
- A planned service visit tied to the contract
- Spare part
- A stock item tracked by serial number
- Seasonal peak
- Season appointment load balanced on the calendar
Frequently Asked Questions
Can I see devices due for maintenance?
Yes — by contract period, devices with maintenance approaching drop into the reminder list.
Can I see device history during a service call?
Yes — the register opened by serial number lists previous faults and installed parts.
Can I track contract renewals?
Yes — contracts nearing expiry raise an alert in the report; the quote goes out from the same screen.
Can I track van part stock separately?
Yes — each service van is defined as its own warehouse; consumption deducts from that van's stock.
Can I plan for seasonal peaks?
Yes — the technician calendar shows occupancy; appointments are spread into free slots.