ServiceFlow is the all-in-one AI-powered CRM built for AC dealers, generator distributors, solar contractors, and appliance sellers. Track every job, complaint, and payment — in real time.
Click through the modules below — this is the actual interface your team will use.
| Customer | Product | Amount | Status |
|---|---|---|---|
| Ramesh Gupta | Daikin 1.5T AC | ₹48,000 | Completed |
| Sunita Sharma | Voltas 2T AC | ₹56,000 | Dispatched |
| Manoj Verma | LG 1T Split | ₹32,500 | Pending |
| Priya Joshi | Samsung Fridge | ₹28,000 | Completed |
Dashboard
From first lead to final service call, every workflow is covered.
Capture enquiries from email, WhatsApp, JustDial & web with area, product and budget auto-filled. One tap to call or WhatsApp the customer straight from the lead.
Create quotations, confirm orders, track dispatch & payment — full lifecycle in one place.
Assign technicians to installations, track status from Not Assigned to Completed.
Log, assign, and resolve customer complaints with SLA timers and history.
Schedule AMC visits, log parts used, capture customer sign-off on site.
Track every unit by serial number — from warehouse to customer, end to end.
Full customer profile: purchases, complaints, payments, installed products in one view.
Customer-wise outstanding ledger with payment splits across cash, UPI, cheque & finance.
Generate, download, and share PDF challans with challan numbers instantly.
Manage products across brands, models, categories with pricing and warranty terms.
Auto-calculate warranty start/end per unit. Know which products are in-warranty at all times.
Multi-user with role-based access. Technicians, admins, owners — everyone sees what they need.
Raise POs to your suppliers, track B2B quotations, and manage vendor records — the buying side, not just selling.
Handle returns and replacements with the unit's full history intact — what was sold, when, and to whom.
Track inventory across multiple godowns and branches. Know what's where before you promise a delivery date.
Issue loose materials — copper piping, insulation, cabling, fasteners — to a site without raising a full product order.
Forward any enquiry email — from IndiaMart, TradeIndia, JustDial, or your own inbox — and ServiceFlow's AI reads the whole message and builds a complete lead automatically. No copy-paste, no manual data entry.
Name, phone, city, area, brand preference, budget and urgency — pulled straight from the message body into your CRM.
Knows the difference between a Split AC and a plain AC enquiry, and covers your whole catalogue — ACs, VRF/VRV, chillers, water coolers, generators, stabilisers & heat pumps.
By the time you check your CRM, the enquiry is already logged, tagged and ready for follow-up — never lose a lead to a missed forward again.
A seamless workflow your entire team will actually use.
Capture leads automatically from WhatsApp, calls, and walk-ins. AI extracts customer details, product interest, and priority — no manual entry needed.
Customer order confirmed, units tagged with serial numbers and dispatched to the delivery person via the app.
Installation job auto-created on dispatch. Technician assigned, visits logged with parts used and time tracked.
Customer raises complaint. It's auto-linked to their installed product. Technician resolves, customer signs off.
Representative scenarios based on how dealers across HVAC, solar and generator trades actually use the platform.
"Before ServiceFlow, complaints were tracked through WhatsApp threads. Now every complaint has an owner, a TAT, and gets closed on time — with full history the technician can see before they even arrive on site."
"Running multiple branches, inventory tracking by serial number is the difference — you know exactly which unit is where, who installed it, and when the warranty expires, without calling each branch to check."
"Technicians log the job card on their phone the moment they finish an install — parts used, time on site, customer sign-off. Management sees it update in real time instead of chasing paperwork at month-end."
No hidden fees. No per-technician nonsense. One flat plan for your whole team.