Bitrix24 for service companies
A service company has a different customer journey: not a sales funnel but a flow of requests, site visits and servicing the same location for years. We configure the portal around that logic rather than around classic sales.
We scope the estimate before the work starts; timelines and warranty go in the contract.
What the work includes
Request becomes a visit
A request turns into a task with address and time.
Site history
You can see what was done at this address and when.
Technician dispatch
By district, workload or specialisation.
On-site report
Photos, customer signature, materials used.
Repeat visits
A warranty case is visible immediately, not argued about.
App for technicians
Requests in the phone, works offline on site.
How service differs from sales
The customer returns. What matters is not a one-off deal but the history of the site: what was installed, what was replaced, when it was last serviced.
The worker is in the field. A technician does not sit at a computer — they need the request in a phone, a route, and the ability to close the job on site including a signature.
And repeat visits. A warranty call that looks identical to a new order leads to arguments with customers and to wrong profit figures.
What we configure
A request flow with dispatch by district, workload or specialisation. A request becomes a task with address, time and a list of works.
A site card with service history — the main difference between a service setup and an ordinary CRM.
And on-site completion: photos, materials used, customer signature. This usually means a dedicated technician app that works without a connection.
How we run it
- Process review. How a request reaches the technician today.
- Data structure. Sites, equipment, service history.
- Setup. Requests, dispatch, warranty.
- Field staff. Mobile access or a dedicated app.
- Launch. Training dispatchers and technicians.
Frequently asked
How much does implementation cost?
By scope: number of technicians, dispatch complexity, whether a dedicated app is needed.
Do technicians need a separate app?
If the work happens where the connection is unreliable, yes. Otherwise the standard mobile app is enough.
How are warranty visits tracked?
As a separate request type linked to the earlier job. Then both real profit and work quality become visible.
Can we track customer equipment?
Yes, the site card holds installed equipment and its service history.
Does it suit cleaning or installation businesses?
Yes, the logic is the same: request, visit, on-site completion, repeat service.
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