The whole company, one record.
The AUP CRM keeps everything a service company does with a client: the record, the quote, the visit, the signed report, the contract hours, the invoice from Sage. Plus the team, the vans and the stock behind it.
Know where the van is.
Each vehicle reports its position and ignition from the app. The map shows it live, and the history replays any day's route.
Weekly odometer per vehicle, a price per kilometre for billing, and insurance, inspection and service documents with their expiry dates.
Live mapRoute history€ / km
From the call to the invoice.
- An appointment books the technician, the client and the machine
- On site it becomes a service: time, kilometres, photos
- The report closes as a PDF with the client's signature
- Contract hours are deducted and the balance stays visible
- Quotes, orders and Sage invoices sit on the same client
People and time, too.
Holidays on a year map for the whole team, requested and approved in the CRM. The time log splits each day into services, tasks, meetings and travel, so you see where the hours went.
See the CRM with your team.
Tell us how your service team works today. We will show you the CRM set up around it, connected to your Sage.