A CRM for contractors and home services, from quote to renewal

In June an AC company's phones do not stop. The owner is on site, the coordinator is juggling three technicians, and quote requests arrive by call, WhatsApp and a form on the website. Some get a price the same day. Others are written on paper and found on Friday. By then the customer has had the unit fixed by whoever turned up first.

The quieter loss comes eleven months later. An annual maintenance contract expires and nobody notices. The customer would have renewed if asked. The same goes for the villa that had pest control last spring and the office due for another deep clean. Repeat work is there, but only if someone remembers the date.

Every request lands in one inbox, whatever the channel. Missed calls get an automatic text back. The chat assistant asks for the location, the type of property and the problem, and can request photos on WhatsApp. The enquiry then appears on a pipeline as a quote request, assigned to the coordinator. Estimates are sent from the platform, and the customer can accept them online.

Each technician or crew has a calendar, and jobs are booked into free slots, so two teams are not sent to the same street at the same hour. Customers receive a confirmation and a reminder before the visit. When the job is done, the technician raises the invoice from the mobile app and sends a payment link. Payment received can close the job and start the review request.

• Text-to-pay lets customers settle an invoice from a message on their phone.
• Deposits can be taken at booking for larger jobs such as fit-out work.
• Job notes and photos stay on the customer record for the next visit.
• Appointment reports show jobs completed per technician and per service.

Annual maintenance contracts run well as recurring invoices, with the visit schedule held in the calendar. Store the contract end date on the contact, and a workflow reminds the customer before expiry and creates a task for your team to call. WhatsApp reminders use approved templates and need opt-in. After each job, a review request goes out while the customer is still pleased with the work.

Euro Digital Technologies has worked from Abu Dhabi since 2016 and is an official Meta WhatsApp Business Partner, with a delivery team in India. We connect your phone number and WhatsApp, build the quote-to-job pipeline, set up calendars for each crew and prepare estimate and invoice templates. Coordinators and technicians are trained on the mobile app, in practical sessions that fit around site work. Support continues after launch.

At 7.30am the coordinator checks the calendar and confirms the day's jobs. Technicians see their schedule on their phones. New requests arrive through the morning, and the assistant gathers details while the coordinator prices them. In the afternoon, completed jobs are invoiced on site. Before closing, the dashboard shows quotes sent, jobs done, payments received and any renewals due next month.