Installation and technical services
From fault report to invoice, in one workspace
For installers in heating, climate, solar and electrical. Reports come in by WhatsApp, email or phone, become work for the right engineer, and end in an invoice.
In practice
Sound familiar?
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Reports on every channel
Customers call, email and message all at once, and nobody sees the full story.
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Engineers without context
Whoever does the job doesn't know what the customer reported before or when someone last visited.
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Separate admin
Quotes, hours and invoices live in other systems than the job itself.
One possible setup
Apps for installation and technical services
Switch on what you need, and add or drop apps later.
Reports
Every report becomes work
A message about a fault becomes a work item with the conversation attached. Whoever picks it up sees what the customer wrote, said and had before.
- Create a work item from any conversation
- Customer history on the job, including past visits
- Send an article from the knowledge base
Planning and admin
From engineer to invoice
Schedule engineers where there's room, let them log hours on the job, and create the quote and invoice in Sales. Service contracts sit with the customer.
- Capacity per engineer per week
- Hours on the work item
- Quotes, invoices and service contracts
Questions
Installation and technical services
Can engineers work on the road?
Mervyn works in the browser. In early access we look together at how it fits your engineers.
Can I keep my own phone number?
Yes. Telephony runs on your own SIP trunk or through Eylo VoIP.
Can I bring my customers and history?
Yes. The import brings your data into Mervyn.
Sectors
Mervyn by sector
- IT services Service desk, telephony, knowledge base, contracts and time per client.
- Agencies Projects, capacity, time and quotes for marketing, creative and web agencies.
- Professional services Client files, documents, contracts and time for accounting, legal and advisory firms.
- Property management Tenants, repair requests and contractors, with a help centre for the usual questions.
- Cleaning and facility services Rosters per site, hours, contracts and requests from clients.
Try Mervyn in your workshop
In early access we set up your inbox, planning and sales together.