A building and equipment maintenance company sends specialist technicians to client sites to repair electrical and mechanical faults and service elevators, HVAC and technical systems, whether on a scheduled preventive visit or in answer to an emergency call. Unlike general cleaning, the work demands technical diagnosis, spare parts and precise documentation of every repair.
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The moment a fault is reported or a scheduled preventive visit comes due in Appointments, the service type and site are set on the invoice and the job is routed to the right technician through Sales Rep & Fleet Management. Once the repair is done and any spare parts are issued from Inventory, the invoice closes and is filed in the site's record as a reference for future maintenance.
Every fault report opens a maintenance appointment in Appointments, setting the technician's visit time according to the fault's priority, type and urgency.
Sales Rep & Fleet Management routes each maintenance request to the right technician, electrical, plumbing or HVAC, and tracks the completion status of every field visit.
Each invoice shows the site served and the service performed, making it possible to track repeat faults at a single location and judge the quality of the equipment in use.
Customer accounts hold a complete history of maintenance visits and outstanding balances, with revenue posted to the ledger to follow the profitability of each maintenance contract.
Departments switched on automatically on top of Sales, Customers and Financials — the core three every business gets anyway — to cover what a Building & equipment maintenance company specifically needs.
Reps, fleet, visits, and field collections
Booking and tracking customer appointments
Not a generic invoice template — a Building & equipment maintenance company invoice carries the fields you actually need.
The same Artos departments, with fields and screens tuned to how each one works.
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