CRM for Service Companies

A CRM for service companies does not look like a sales CRM. Field-service businesses sell technician hours executed at the customer's site — not boxes on a shelf. That changes everything: dispatch boards, route optimization, parts on each van, mobile sign-off on a phone, warranty history per serial number. Saitami builds these systems from scratch.

What's included

Customer tickets in one queue — phone, email, web form, chatbot and QR sticker on the device, all landing in a single inbox with automatic SLA timers.
Technician dispatch — drag-and-drop board with load, location and skills. The system recommends the closest qualified technician.
Schedules per site — recurring maintenance, planned visits and emergency repairs in one calendar, split by crew and zone.
GPS tracking and routing — live technician location, ETA to next site and one-tap daily route optimization.
Mobile technician app — offline tickets, before/after photos, serial number scanning, parts consumption and on-screen customer signature.
Parts inventory and protocols — stock per van, warranty vs out-of-warranty logic, per-repair price list and auto-generated handover protocol.

Who it's for

HVAC and climate service

Seasonal peaks, refrigerant tracked by batch and yearly maintenance for thousands of clients. One technician runs 5–8 sites a day and needs full history before stepping in. Our CRM for service companies keeps that in a single record per unit.

IT support

SLAs with penalties, ticket portals, remote access via AnyDesk or RustDesk and per-client asset registry. Mixed on-site and remote work, with time logged against each ticket for end-of-month billing.

Heating and elevator firms

Boilers, pumps and lifts have mandated inspection schedules. A missed check costs more than the yearly contract. Subscription visits, automated reminders and audit-ready logs keep the licence safe.

How we build it

1. Process discovery. One day shadowing your dispatcher, one day in a van with a technician. CRMs designed at a desk fail in week one.

2. PostgreSQL core. Relational database with strict consistency across tickets, sites, technicians, stock and invoices. Built for millions of rows and multi-tenant if you run branches.

3. Mobile app — React Native or native Android. Offline-first; in a basement under a lift there is no signal. Local SQLite cache, sync when online, GPS, camera and NFC scanning.

4. Integrations — webhooks, accounting, telephony. Hook into your accounting software, connect Speedy or Econt for parts shipping and pop the customer card on PBX calls. Webhooks trigger SMS, Viber or WhatsApp updates to clients on the technician's arrival.

Why Saitami

+38%

more tickets per technician per day after deployment

−44%

time from submission to closure across our last 6 service clients

from €4,500

starting price for a CRM for service companies with mobile app and dispatch

Frequently Asked Questions

How is a CRM for service companies different from a regular CRM?

A regular CRM tracks deals through a pipeline — lead, quote, signature. A CRM for service companies tracks already-sold tickets that must be executed physically at the client's site. The core is dispatch, technician, GPS, parts stock and signed protocol — not pipeline. Without those modules a normal CRM simply does not work for field-service operations.

Can the technician close a ticket with a customer signature on the phone?

Yes. The mobile app captures a finger or stylus signature on screen, attaches before/after photos and produces a PDF protocol with a QR verification code. The file uploads to the cloud immediately and a copy is emailed to the customer, with no need for the technician to come back to the office.

Does it handle warranty cases and repair history?

Every unit has its own record with serial number, purchase date, warranty period and the full history of visits. On a new ticket the system automatically flags whether the case is in warranty and applies the right price list. Manufacturer caps, RMA numbers and rejection reasons are also tracked per unit.

How much does a CRM for service companies cost?

A starter setup with dispatch, mobile app and protocols starts at €4,500 one-off — no per-user monthly fees. With a wider scope — asset registry, subscriptions, accounting integration and call-center pop-ups — pricing is €7,500–€15,000. Book a 30-minute demo and you'll receive a precise quote within 48 hours.

Ready for a CRM for service companies that runs offline in the field?

Book a 30-minute call — see a live demo and get a tailored quote.

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