01
A verbal quote, a different invoice
The quote stays on the phone, the invoice is written from memory — and the customer disputes every line.
With ABI CRM — The quote is saved in the job and the invoice is generated from it — not from memory.
Plumbing · HVAC · electrical
A CRM for installation trades that follows the job to the warranty.
Request, quote, diagnosis, installation, payment and warranty — one record per job. Technicians add parts and photos from the phone; you see the profit the same day.
Where the money leaks
Three places where an installation job quietly fails
02
Parts stay in the technician's head
Parts bought on site rarely reach the specific job; profit per site stays invisible.
With ABI CRM — The technician adds the part from the phone; profit per job is visible the same day.
03
A warranty call eight months later
A customer rings about a leak; nobody remembers what was installed, when, or on what terms.
With ABI CRM — Customer, unit, date and warranty are one record — found in seconds while the customer is on the line.
How it works
From the call to the warranty — six stages, one record
- 01
Request and quote
Log the request, send the quote from the system and see when it was opened.
- 02
Diagnosis and installation
Schedule a technician; they add parts, photos and the report from the phone.
- 03
Payment and warranty
The invoice comes out of the quote; the warranty and the maintenance plan live in the same record.
Demo
The demo for installation trades, with sample data
Six stages, a job board, KPIs and a detail drawer for every job. No sign-up.
ABI CRM · BoardPlumbing, HVAC & electrical
3−25% — improving
Open requests with no quote
>3 days with no quote sent
last month: 4
61%+13% — improving
Quote → accepted rate
last 30 days
last month: 54%
€860+41% — needs attention
Overdue payments
2 invoices >30 days
last month: €610
1−67% — improving
Expiring certificates
Ивайло Д. — 12 days
last month: 3
Automation
Annual service coming up — the CRM has already built the list for you
- Петър Александров — LG air conditioner, 9000 BTUin 6 days
- „София Тех Парк“ ЕООД — 6x air conditioner — officein 9 days
- Йорданка Вълчева — Ariston water heater, 80 Lin 13 days
Orders by job type
6total
- installation3
- diagnostics1
- repair1
- maintenance plan1
Pricing
Plans for installation firms
Solo for one person, Business for a team with a dispatcher, Custom by module. Every price includes VAT; no contract.
Solo
€39/month · VAT included
For one person moving off Excel.
Business
€79/month · VAT included
For a crew of technicians and a dispatcher.
Custom
from €25/month · VAT included
For anyone who wants to pay for exactly what they use.
Questions from installation firms
Questions from installation firms
Contact
A question about the platform?
Write to us — we reply the same working day.