Enquiries, customers, proposals, orders, stock, tasks and invoices – in one system, while your staff see everything on their phones.
We don't start from scratch: we build on a platform already in daily use and adapt it to the way you work.
An enquiry from the phone, email, the website or an ad form is logged in one place and assigned to a manager.
You build the proposal from your own price list, and the system reminds you if the customer doesn't reply.
Once the customer agrees, the order is created without retyping, and a task comes with it.
You plan tasks on a day plan, a calendar or a map, and the customer confirms the time from a link in an SMS or email.
The technician sees the task on the phone, records the work done, adds photos and the customer's signature – even where there is no signal.
Installed equipment stays in the site's history with its warranty period and next maintenance date.
The invoice is issued from the order, the customer gets a payment link, and the documents go to accounting.
As the maintenance date approaches, the customer receives a reminder and the cycle repeats.
Example: a fictional company and made-up data.
| Enquiry | Customer | Channel | Received | Status |
|---|---|---|---|---|
| Done by AI: Air conditioning for an office, 3 rooms | Done by AI: Ona P. | 29 Sep 2026, 08:12 | New | |
| Ventilation for a production hall | Obelis Workshop | Website form | 28 Sep 2026, 17:40 | Proposal sent |
| Heat recovery unit service | Andrius V. | Phone | 28 Sep 2026, 11:05 | Site visit due |
Customers
Medus Café
Equipment on site
| Unit | Installed | Warranty until | Next maintenance |
|---|---|---|---|
| Ventilation unit, dining room | 12 Mar 2024 | 12 Mar 2029 | 18 Nov 2026 |
| Air conditioner, dining room | 12 Mar 2024 | 12 Mar 2027 | 4 Feb 2027 |
| Air conditioner, kitchen | 30 May 2023 | 30 May 2026 | 15 Sep 2026Maintenance overdueTask scheduled for 1 Oct 2026 |
| Order | Customer | Work | Amount | Status |
|---|---|---|---|---|
| U-2318 | Medus Café | Air conditioner maintenance | €180.00 | Scheduled |
| U-2317 | Obelis Workshop | Ventilation installation | €4,860.00 | Waiting for goods |
| U-2316 | Laura S. | Air conditioner installation | €1,240.00 | Scheduled |
Day plan: Thursday, 1 Oct 2026
| Time | Task | Assigned to | Customer confirmation |
|---|---|---|---|
| 08:30–10:00 | Installation, Laura S. | Tomas K. | Confirmed by the customer |
| 10:30–11:30 | Maintenance, Medus Café | Tomas K. | Confirmed by the customer |
| 13:30–14:30 | Site visit, Andrius V. | Lina D. | Awaiting confirmation |
| Invoice | Customer | Issued | Amount | Status |
|---|---|---|---|---|
| SF-0412 | Laura S., advance | 28 Sep 2026 | €620.00 | Paid |
| SF-0411 | Obelis Workshop, advance | 26 Sep 2026 | €2,430.00 | Payment link sent |
| SF-0410 | Medus Café | 20 Mar 2026 | €180.00 | Paid |
Enquiries from every channel, each with its whole email conversation attached.
Contacts, addresses and the whole history of work and communication.
Order progress and stock levels in warehouses and technicians' vans.
Day plans, a calendar and a map with every task.
For iOS and Android phones, and it works offline too.
Invoices are issued from orders, and customers receive payment links.
Service reports and other documents are generated from the system's data, and courier parcels are booked in one step.
Every customer request has an owner and a status until it is done.
Reports for managers, while each employee sees only what their role allows.
Optional: warranties, service intervals and reminders.
2023–2026
Tasks, customer sites, equipment, van stock and payments – on the technician's phone, even where there is no signal.
Developed continuously since late 2023, it syncs 33 data types to the phone.
Flutter / Dart, SQLite, Node.js / TypeScript, Server-Sent Events
2026Launching
A new website and online shop with an AI assistant: orders, enquiries and chats go straight into the CRM.
Every old address was kept or redirected, and AI chats enter the same enquiry pipeline as completed forms.
Next.js, TypeScript, MongoDB, language model
2026
When a service request is created, the customer gets an SMS or an email with a link to a page where they can confirm, decline or move the visit.
Customers can confirm or move a visit themselves from a link.
TypeScript, AWS SMS, SMTP, MongoDB change streams
No. We build on a platform already in daily use and adapt it to the way you work, so the system can go live sooner. If you need a fully custom system, we build that too – see the service “CRM and business management systems”.
Yes. We move your customers, their sites, equipment, price lists, stock levels and open tasks. We check the data before launch so that work can carry on as usual from the first day.
Yes. The app keeps its data on the phone, so work carries on without a signal, and the changes sync by themselves once the connection returns.
A few sentences are enough – we'll reply and talk through how we could help.