—AIR CONDITIONING & HEATING
Software for air conditioning & heating experts
Closely designed with our clients in the air conditioning and heating sector, Sercom allows you flexibility for your three types of jobs with their own processes.
Emergencies, service calls and system implementation projects, everything is possible, and above all simple, in Sercom.
A DAY IN THE LIFE OF AN AIR CONDITIONING & HEATING COMPANY
Optimal operations from the team meeting until the end of the day
Five typical moments or scenarios from a day in the life of your air conditioning and heating company
Plan for the day
NO MORE TEXT MESSAGES
Your technicians consult their detailed job schedules; there's no need to communicate anything. Answer technical questions, not administrative ones.
Applications are coming in
EMAILS & CALLS
You begin processing initial customer requests and planning for the coming days, or even weeks. A simplified and flexible dispatch system.
Vos techs punch
SIMPLIFIED TIMESHEETS
Your techs have finished their first job, the time entries are done, the details added.
Nothing to do.
Customer visits
SUBMIT WHENEVER YOU WANT
You visit a prospect, take photos, measurements, etc. The quote can be done on site, in your truck or on your sofa.
End of the day
EVERYTHING IS FULL
Your invoices have already been sent, and the work orders have been signed. Everyone is back home, and all the information is in Sercom.
The day ends at 5pm
AN ORGANIZATION THAT MATTERS WITH THE INDUSTRY
Your documents will be compliant with standards and understandable for your clients.
Submissions, work orders, invoices, everything complies with consumer law and, most importantly, is easily understandable by your clients.
Then customize them according to your company policies!
Header with your logo, and according to the standards
Your contact information and your RBQ number
Billing address vs. work address
Separate the addresses so your customers understand clearly.
Items with details, including your products and services
Be creative, there are no limits to your writing talents!
Taxes calculated automatically
With your tax numbers, to be compliant
Terms & Conditions
Add your default terms or customize them
—FLEXIBLE OPERATIONS FOR PLUMBERS
Treat your service calls differently from your HVAC projects
A service call or emergency can be quickly scheduled for efficient handling, with no need to go through the submission process.
However, installing an air conditioning or heating system often requires an on-site visit, photos, a quote, and planning over several days.
Service calls
Incoming call, email or SMS
A request for service calls (cleaning, repair, etc.). Discussion of details, prices and availability.
Dispatch in less than 2 minutes
Appointment scheduling, confirmation to your technician, automated customer reminders. Details already assigned to the work order.
Billing on site, or at the end of the day
Technician notes in the file, converted to invoice in 1 click, sent to the client in 2 clicks. Let's move on.
System installation projects
First assessment appointment
A request to bid on a project is submitted; you make an appointment for measurements and photos if necessary.
Submit in 5 minutes
Your details and photos will be included in the submission. Send to the client for approval in 2 clicks.
Deposit taking & planning
You can request an initial payment and proceed to scheduling the technicians. All information is centralized.
Billing & Payments
Invoice and track payments according to project progress.
—ACCOUNTING INTEGRATIONS
Organized accounting
Whether your accountant is "old school" or uses accounting software, he will be pleased with your organization and will cost you less in time.
We can integrate with Quickbooks and Sage Cloud to avoid double entry!
—FREE TRIAL, NO CARD REQUIRED
Ready to plan more while working less?
14 days to test it on your real jobs. Our onboarding team prepares your models, imports your clients and trains you, all in French.
Onboarding de base inclus
The first hour is included (it will be a lot).
Assisted migration
Import from QuickBooks, Sage, Excel
Support in French
Phone, email, SMS, we're here.
Sans engagement
Cancel at any time & export your data