Business type / Aircon Service
Keep every aircon service visit clear from booking to handover
Connect unit details, customer symptoms, assessment, approved work, technician visits, service notes, and the next service follow-up in one operating record.
Why operators switch
Aircon work slows down when customer symptoms, technician findings, and visit status do not connect
The office and field team need a shared view from the first report of a warm, leaking, or noisy unit through diagnosis, approved work, and handover.
Bookings lack the details technicians need
Unit count, symptoms, property access, site photos, and customer timing are harder to verify when they arrive in separate calls and chats.
Diagnosis changes the work scope
A general service can become a chemical wash, repair, gas top-up, or installation quote after the technician assesses the unit.
The next round of servicing is easy to miss
Customers serviced three months ago need a follow-up, and the last visit, unit details, and contact should sit together instead of on a separate reminder list.
How it works
Follow one aircon request from customer report to completed service
The team keeps the reported issue, job assignment, technician findings, approved work, and customer handover connected throughout the visit.
- Step 01
Book
The office records the customer, site, unit details, symptoms, and the requested service or diagnosis.
- Step 02
Dispatch
Staff schedule the visit and assign the technician with the latest customer and job context.
- Step 03
Assess and service
The technician records findings, completes the approved work, and flags any changed scope or quote for staff review.
- Step 04
Complete
The completed visit, payment context, customer update, and the next service follow-up remain tied to the same record.
Booking and assessment
Record the unit, symptoms, site details, and requested service before dispatch
Create one service order with the customer, address, unit count, reported problem, access notes, and the requested servicing or repair work.
- General servicing, chemical wash, overhaul, troubleshooting, repair, and installation service entries
- Reported symptoms such as not cold, leaking, noisy, or odour issues kept with the job
- Unit count, site notes, photos, and customer contact details in one record
- Diagnosis fee and quote context recorded before parts or deeper work are confirmed
Technician visits
Assign the right technician with the current job context
Schedule the visit, assign it to a technician, and keep the address, customer contact, unit details, service scope, and notes available in the assigned job.
- Time-window scheduling for customer visits
- Assigned mobile jobs for on-site technicians
- Call, WhatsApp, and directions from the job card
- Status and notes updated from the field as work progresses
Diagnosis and handover
Keep diagnosis, quoted work, and completion details on the same service order
Technicians can record assessment notes and the office can follow the approved scope, payment context, customer update, and the next service follow-up without rebuilding the job elsewhere.
- Diagnosis notes and repair scope retained with the visit
- Quoted parts or deeper cleaning work kept visible for staff review
- Completion notes and photo proof available when required
- Past visits and service dates kept on the customer record for the next follow-up
Product mix
Build the product mix around this workflow.
Start with the products that cover the core workflow, then add optional capabilities only when your operation needs them.
Pricing
Start with clear booking and technician visits. Add repeat-service follow-up as your customer base grows.
Use Field Service for assigned on-site technicians, Production when shared follow-up work is needed, and CRM for customer conversations. Current product and seat prices are maintained on the pricing page.
FAQ
Common questions from Aircon Service operators
Can we separate general servicing, chemical wash, and repair work?
Yes. Configure separate services and options for the servicing, cleaning, diagnosis, repair, installation, and contract work your team performs.
What happens when the technician finds a different issue on site?
Diagnosis notes, the revised scope, and customer communication can remain on the same service order. Confirm your approval and payment process during setup.
Can technicians update the job from a phone?
Assigned technicians can use the mobile job context to see customer and service details, update status and notes, and add proof where the configured workflow requires it.
Can we follow up with customers when servicing is due again?
Past visits and service dates stay on the customer record, so staff can contact customers when the next round of servicing is due, such as three months after the last visit. Confirm how your follow-up list and repeat orders should be scheduled before relying on an automated pattern.
Start with EasyBiz Cloud
Start with the workflow that needs attention now.
Try the products you need first, then add connected workflows as your business grows.