CRM and installed equipment
Prospects, customers, sites and equipment, with the regulatory record of every installation.
Learn more : CRM and installed equipmentContracts and preventive maintenance
Maintenance contracts that schedule and invoice themselves.
Describe once what the contract covers: Fluidify prepares the visits, flags the due dates, applies the price revision and issues the periodic invoices.
Covered equipment
Included and excluded services, response times and on-call cover for each contract.
Visit plan
Frequencies by equipment, leak checks included; visits generated over the chosen horizon.
Breakdowns under contract
The contract is found when the request is created, with its response times and terms.
Recurring invoicing
In advance or in arrears, frequency, pro rata; invoices prepared for validation.
Renewal and revision
Tacit or express, index or percentage, bulk revision of several contracts.
Due dates tracked
Contracts to renew and overdue visits on a single screen.
Other modules
Quotes and invoices
Versioned quotes, online acceptance, invoices compliant with your country, reminders.
Learn more : Quotes and invoicesService jobs and scheduling
Requests, work orders, scheduling by technician, signed reports.
Learn more : Service jobs and schedulingPurchasing and stock
Orders, receipts, depots and the stock of each van.
Learn more : Purchasing and stockRefrigerants and compliance
Cylinders, weighings, leak checks and official documents.
Learn more : Refrigerants and complianceMobile app
The technician's work, from setting off to the signature, even without a signal.
Learn more : Mobile appTry Fluidify with your real data.
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