Industry pack · Field Service · Home Services · Trades

Home & Field Service CRM

Service locations, customer equipment, technicians, work orders, pricebook, invoices, payments, maintenance plans and service agreements for HVAC, plumbing and electrical businesses.

Pick this business type when you set up Ayidhu CRM and it installs 9 objects, 8 workflows and 9 reports — on top of every standard Ayidhu feature, with nothing extra to pay.

Objects

  • Service Locations
  • Equipment
  • Technicians
  • Work Orders
  • Pricebook Items
  • Invoices
  • Payments
  • Maintenance Plans
  • Service Agreements

Workflows

  • New service request
  • Work order scheduled
  • Technician en route
  • Emergency job dispatch
  • Work order completed — invoice
  • Invoice sent — payment follow-up
  • Invoice overdue
  • New service agreement onboarding

Reports

  • Open Work Orders
  • Work Orders by Status
  • Work Orders by Priority
  • Jobs by Technician
  • Invoices Overdue
  • Revenue by Invoice Status
  • Active Service Agreements
  • Equipment Warranties Expiring

…and 1 more