Air Conditioning, Equipment Sales, Field Service, AMC Management

CRM, AMC & Field Service Management Software for Sminder Service

A CRM, AMC and field service platform for equipment sales and service workflows, covering customer requests, sales, service engineer allocation and service completion.

Sminder ServiceWave 1
  1. Inquiry
  2. Sales
  3. AMC / Service
  4. Engineer Allocation
  5. Service Visit
  6. Completion
  7. Payment

Workflow visualization based on supplied project facts.

ClientSminder Service
IndustryAir Conditioning, Equipment Sales, Field Service, AMC Management
Solution TypeCRM, Sales Management, Field Service Management, AMC Management, Customer Web/App, Service Engineer Web/App, Salesperson Web/App, Admin Panel
PlatformsCustomer web/app, Service engineer web/app, Salesperson web/app, Admin panel
Primary UsersAdmin, Customer, Salesperson, Service Engineer
Project StatusWave 1 content with verification tracked

What problem did Sminder Service need to solve?

Sminder Service needed one system for customer inquiries, AC/machine sales, AMC contracts, scheduled service, breakdown calls, engineer allocation and service completion.

What software was built?

Arth Technology built sales CRM, AMC management, field service workflows, customer web/app, service engineer web/app, salesperson web/app and admin panel modules.

Workflow

A simplified view of the actual operating flow supplied for this project.

InquirySalesAMC / ServiceEngineer AllocationService VisitCompletionPayment

Modules

  • Sales CRM
  • Quotation
  • Invoice
  • Payment
  • AMC Contract
  • Renewal Tracking
  • Scheduled Service
  • Breakdown Calls
  • Priority Assignment
  • Engineer Allocation
  • Service Status
  • Photo Upload
  • Signature Capture
  • Location Capture

User Roles

  • Admin
  • Customer
  • Salesperson
  • Service Engineer

Platforms

  • Customer web/app
  • Service engineer web/app
  • Salesperson web/app
  • Admin panel

Key Capabilities

  • New AC/machine inquiry
  • Service request
  • AMC management
  • Scheduled service allocation
  • Breakdown workflow
  • Photo and signature capture
  • Service status updates

Business Outcome

The system connects sales, AMC, scheduled service, breakdown service and engineer completion updates in one operating workflow.

No percentages, revenue impact, user counts or testimonials are claimed because they were not supplied.

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