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Air Conditioning and Boiler Service CRM

In air conditioning and boiler service the job belongs to the device, not to the address; the homeowner changes, the boiler stays where it is. When the service history sits in the technician's notebook, what was done to the device before is discovered from scratch at the second fault.

Air conditioners and boilers are each a record with their serial number; brand, model and warranty expiry are their fields, and every service done accumulates under the same record.

Air Conditioning and Boiler Service CRM
  • Keep every device in its own record with brand, model, serial number and warranty expiry, and accumulate the service history beneath it
  • Distribute incoming fault requests to technicians with the queue and the assignment rules defined during setup, and drop the day's job list onto the field team's phones
  • Have the service form signed on the spot from the signature screen in the mobile app, and write the spare part used and the location verification of the visit onto the record
  • Draw up a renewal list from the end dates of annual maintenance contracts and send the reminder by SMS and WhatsApp
Device RecordAir conditioners and boilers are each a record; brand, model, serial number and warranty expiry are in fields, and services accumulate under that record.
Request DistributionA fault report is a request record; the queue and the assignment rules defined during setup drop it to a technician, and jobs that have not been closed stay on a single list.
Service AppointmentAn appointment is a task; the technician, the address and the time sit in fields; when the job is done the customer signs the service form on the signature screen in the mobile app, the technician's location is verified, and the spare part fitted is written onto the same task.
Device Maintenance AgreementThe agreement is a record attached to the device record; the maintenance interval, the parts left out of scope and the end date are in its fields; devices whose end date is approaching collect in the renewal list.

In this business two weeks of the year determine the whole year: on the first hot day air conditioning requests and on the first cold day boiler requests arrive all at once, and the number of technicians does not change. When requests are noted on paper and handed out, it is not the nearest team but the person who got through last who moves to the front. If the technician goes out to site and finds the part is not with them, the job is left to a second visit, and the cost of that visit is visible nowhere.

In Rapitek CRM the device is a separate record: brand, model, serial number, installation date and warranty expiry sit there, and every service done accumulates under that record. The technician opens the job from their phone and writes the spare part used and the work done on the spot; the customer signs the service form on the signature screen in the mobile app and the location of the visit is verified. Because the maintenance contract's end date is on the device record, the contracts to be renewed come out of a list rather than being left to anyone's memory.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

Is the service history attached to the address or to the device?
To the device. Air conditioners and boilers are each a separate record with their serial number; when the owner of the home or the workplace changes, the device's history stays where it is. Before going out to site, the technician sees from the record which part was fitted to that same device before.
How is it verified that the technician actually did the job on site?
The visit is a task record; when the technician closes the job from their phone, location verification is carried out and spoofed location reports are detected. The customer signs the service form on the spot, on the signature screen in the mobile app; the spare part used is written onto the same task.
Where do I see the devices whose maintenance contract is about to end?
The agreement is a record attached to the device record; the maintenance interval, the parts left out of scope and the end date are its fields. Devices whose end date is approaching collect in the renewal list, and the reminder is sent from that list.
Which is the best CRM software for air conditioning and boiler service?
When choosing a CRM for the air conditioning and boiler service sector, you should look at sector workflows, integration capabilities, customisation options and support quality. You do not set Rapitek CRM up yourself, we set it up: we configure the fields, the stages and the reports around your air conditioning and boiler service process, we migrate your data ourselves, and we train your team ourselves in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects in its Salesforce years; we do the setup with that experience.
How much does an air conditioning and boiler service CRM system cost?
In air conditioning and boiler service the fault request drops to the technician through assignment rules, so the technicians in the field are defined in the system too. We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you never read two different prices in two places. The price is set by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and the setup fee, if any, are worked out together in the discovery call and shared in writing. Rapi artificial intelligence credit and ERP integration are separately priced items.
How are CRM integrations done in the air conditioning and boiler service sector?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it - we build the connection ourselves. There is no out-of-the-box module: because access and field structure on the ERP side differ from installation to installation, a single button does not work the same way everywhere. The connection is built specific to the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the fee in the discovery call and share them in writing.
How does moving to a CRM system work in the air conditioning and boiler service sector?
We start with a discovery call: we work out your air conditioning and boiler service process together, which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data ourselves, and we train your team ourselves in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product - this is a choice, not a matter of capacity.
Can mobile CRM be used for air conditioning and boiler service?
In air conditioning and boiler service the service form is signed on the spot from the signature screen in the mobile app, and the location verification is written onto the record. The app is live on both the App Store and Google Play. The web interface also works on tablet and phone. The app does not work offline; if the connection drops while you are filling in a form, what you wrote is kept on the device for 24 hours.
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