SK 
EN for service and installation trades
A CRM for boiler service and any trade that visits customers at home
Boiler service has one property most off-the-shelf CRMs do not understand: the customer comes back every year, and if you do not call them, a competitor will.
A custom CRM for a boiler service company starts at €1,400. It holds customer records with service history, technician tasks in the field and, above all, reminders for the annual service and chimney inspection, the work that repeats and quietly disappears without one. The first working version took three hours.
Where these companies lose money
The annual service lives in your memory
You know Mrs Novak needs a visit in spring. Do you know that about the other two hundred customers? Those jobs do not vanish at once, they vanish one at a time.
The technician calls to ask for the address
The printed schedule stayed in the office. That is three calls a day that did not need to happen.
The service history is in one head
When somebody else takes the visit, they start from zero and ask what has already been established once.
Invoices get written at night
The job finishes at noon, the invoice appears at ten in the evening, sometimes a week later.
What such a system includes
Customer records with the full history: which boiler, when it was last serviced, what was replaced and for how much. The technician has it on a phone before ringing the bell.
A sales pipeline for quotes and installations, so it is clear what is in progress and what is waiting on the customer. Technician tasks with the address and time, without a printed schedule.
Reminders for the annual service and chimney inspection that raise themselves. This is the part that pays for itself fastest, because those are jobs that would otherwise quietly fall away.
An invoice with a payment QR code in one click, so the customer pays on the spot rather than two weeks after a chase.
- Installation or first call-out This is where the customer card and the appliance record are created.
- Annual service The system flags it itself, a month ahead, from the date on the card.
- Chimney inspection and required checks Tracked on their own dates, because their interval differs from the service.
- Invoice and the next year The document goes out in one click and the cycle starts again.
Proof, not a promise
Kotle CRM was built for exactly this problem. The first version you could actually work in took three hours, not three months.
To be straight with you: that project has not been developed further since May 2026. As proof of what can be built and how fast, it still stands.
Common questions
We have two technicians. Is this too big for us?
If anything, the opposite. With two technicians everything rests on one person memory, and that is exactly where jobs get lost. A system for two is also cheaper, because there are no roles and permissions for ten people to work out.
Why not an off-the-shelf CRM?
Because an off-the-shelf CRM does not know about annual services or chimney inspections, and usually not about local payment QR codes either. You end up bending the business to the software instead of the other way round, and paying monthly per user for the privilege.
Can it connect to what we already use?
Usually yes. Accounting, calendar and e-mail can be connected over an API where the other side allows it. With invoicing software it tends to be a question for their support team.
Do I pay monthly?
No. You pay for the build and the system is yours, code and data included. Monthly you only pay hosting and the domain.
Do you service equipment at customer sites?
Tell me how many customers you have and how you remind yourselves about annual services today. The reminder goes out on its own and your September diary fills before the season even starts. The first call is free.
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