Prioritise the open leak and qualified repair visit
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Built around your business.
Own a CRM that connects your customers to the work you deliver. Try nine working examples, compare the cost of subscriptions, and see what changes when your software follows your business.
Software you ownNo Sep17 licence per userA fixed date agreed in phase two
Same foundation. Different working day.
Choose the business. Watch the CRM change.
One standard CRM. Eight examples of what changes when it is built around your industry.
Built for refrigeration.
The dedicated F-gas register connects installed charge, leak-check schedules and equipment history. Engineer qualification checks, visit bookings and maintenance plans share the same customer context.
What changes from the standard CRM
- 01Customers linked to equipment and sites
- 02Engineer findings before a repair quote
- 03Service jobs with sign-off and reports
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Refrigeration CRM demonstration
Refrigeration: customer to service job
Keep the customer, site and equipment together. Record refrigerant movements, follow leak findings through repair and verification, and plan qualified engineer visits alongside ongoing maintenance.
Follow a real business process
Rescue Alder's cold room
A verified repair, a complete service history and an active maintenance agreement. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
Alder reports a warming cold room at its Norwich distribution site. Keep CR-024 and the responsible operator with the urgent enquiry.
- 02
Diagnose the compressor leak
Record the qualified engineer's finding before issuing the repair quote. The equipment register will now show an open leak.
- 03
Agree and book the repair
The customer approves the £6,200 repair. Create the service job and give the visit a qualified, named engineer.
- 04
Record the completed repair
Append the repair evidence rather than editing the leak finding. The register keeps the leak open until verification is recorded.
- 05
Verify the repair
Record a separate passing verification. The open leak and overdue-check alerts clear from the calculated dashboard.
- 06
Hand over and protect the next visit
Issue the service report, complete the customer sign-off and activate a £3,600 annual maintenance agreement. Contract value increases without being presented as cash received.
A service desk with a cold room to rescue.
Alder needs a compressor repair today. Three completed service jobs demonstrate a proper equipment history; booked engineers, planned maintenance and a renewal keep the next week's work visible.
Keep completed checks and refrigerant movements with the asset
Protect recurring maintenance income before renewal
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Customers linked to equipment and sites
Your customer record includes equipment reference, customer site, equipment category.
02
Engineer findings before a repair quote
Record the engineer’s visit before preparing the repair quote. Record customer authorisation before booking the repair.
03
Service jobs with sign-off and reports
Once a record reaches Work booked, its customer and owner carry into service jobs. You can complete milestones and trace each change in the history.
The details your industry actually works with.
F-gas register
Installed equipment, refrigerant charge, CO₂ equivalent, leak-check deadlines and repair verification in one place.
Try it in the refrigeration workspace ↑Refrigerant log
A chronological equipment ledger: additions, recovery, leak findings, repairs and the verification that closes the loop.
Try it in the refrigeration workspace ↑Engineers & visits
Match a named engineer and certification scope to a site visit, check availability and keep the evidence with the job.
Try it in the refrigeration workspace ↑Maintenance plans
Site service agreements, planned visits, response commitments and renewal dates connected to installed equipment.
Try it in the refrigeration workspace ↑Equipment, service and F-gas report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Overdue leak checks
Equipment with a scheduled check before the demo day
Open leak findings
Includes repaired equipment awaiting verification
Engineer visits ahead
Booked visits in the next 30 days
Active service value
Annual agreement fees; draft plans excluded
Leak checks due soon
Scheduled checks in the next 30 days
Service renewals ahead
Agreement renewals in the next 30 days
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
Compare with the standard CRM →What would your CRM need to do differently?
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