CRM for installers
In short
A call becomes a job card, a dispatcher calendar per technician, field statuses, parts used from the van's stock, a signature on site, and a draft invoice from the job.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- The callThe phone call or the online booking becomes a job card with the customer's address and the fault.
- DispatchIn the dispatcher calendar per technician, without clashes; the technician marks on the way, arrived, done.
- On site and invoicePhotos, the work done, parts from the van's stock, the customer's signature; the approved job becomes a draft invoice. A charger installation can be a job too.
Which modules would you switch on, and what do they cost?
- Field servicePaidEverything from job dispatch to on-site sign-off in one system.
- EV servicePaidEV service: job cards, batteries and parts.
- BookingsPaidOnline booking with opening hours and reminders.
- TelephonyPaidCompany phone exchange, call log and AI phone receptionist in one system.
- ProductsPaidProducts, price lists and stock.
- QuotesPaidQuotes on a link, invoiced with one press once accepted.
- InvoicingPaidInvoices through Számlázz.hu or Billingo, reported to NAV.
- SubscriptionsPaidRecurring fees and subscriptions, invoiced automatically.
Contacts, companies and the timeline are always free. The 8 paid modules are bought one by one, and each can be tried for 3 days.
The modules and their prices as a table
Details
| Module | What it is for | Price |
|---|---|---|
| Field service | Everything from job dispatch to on-site sign-off in one system. | paid module, price coming soon |
| EV service | EV service: job cards, batteries and parts. | paid module, price coming soon |
| Bookings | Online booking with opening hours and reminders. | paid module, price coming soon |
| Telephony | Company phone exchange, call log and AI phone receptionist in one system. | paid module, price coming soon |
| Products | Products, price lists and stock. | paid module, price coming soon |
| Quotes | Quotes on a link, invoiced with one press once accepted. | paid module, price coming soon |
| Invoicing | Invoices through Számlázz.hu or Billingo, reported to NAV. | paid module, price coming soon |
| Subscriptions | Recurring fees and subscriptions, invoiced automatically. | paid module, price coming soon |
Questions
Does it work on the technician's phone?
Yes, the job card can be filled in on a phone in the browser. We do not claim map-based route planning.
What does HelloCRM cost for a installer and service company?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Field service, EV service, Bookings, Telephony, Products, Quotes, Invoicing, Subscriptions. Prices will be published soon.