Apptivo offers business software to all type of businesses. All our software helps to develop your business. Let’s elaborate on how our apps will be used in air conditioning and heating sales & service company,

Sales & Service companies workflow:

Generally, all the companies will have their own workflow to run their business. Here is the sample flow of how the apptivo apps are used in the service company,

The person enters into your company & to know about the services which you to provide to them are considered as Leads.
Once they are interested in your services and they are ready to work, you will get their contact details and you can save the same in your Apptivo Contacts App.

Then the address, contact number and email address are saved under the customer’s app.

Now, the work order is raised under the work order app service category and the same will be assigned to the designated service engineer.


The service engineer will now send the estimate to the customer email address which is stored under the customer’s app. The customer can either approve it or reject it.

If the customer approves the estimate, the service engineer will resolve the issue which is mentioned in the work order and issue the invoice to the customer to his email address.

After the settlement, you can track the customer feedback in the Cases app which would help you make your service better.
We have also have other apps which may help you according to your business size and categories,

Human Resources app helps to track your employees details, so whenever the work order is created the service engineer will be automatically assigned from the employee’s app. Also it to track the employee’s salary details and holidays this app can be used.

Supply chain management apps helps to track the items which may be used at the time of providing the services to the customers.

Other Similar Business Types:
The above mentioned apps can also be adapted for the other types of business like,
Maintenance Companies

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