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Функции

Всичко, което ОВК бизнесът ви трябва. Нищо излишно.

Двадесет модула, двадесет хиляди часа теренна работа дестилирани в една платформа.

01

CRM & Customer Intelligence

Know everything about every customer before you pick up the phone.

Unified customer profile

Companies and households, with VAT numbers, phones, addresses, and full communication history across email, WhatsApp, SMS.

Customer map

Leaflet-powered map of every customer with clustering. Drag your next-job radius right on the map.

Account ownership

Assign a sales rep or lead tech per customer. Everyone sees who owns what.

Communication timeline

Gmail threads, WhatsApp messages, SMS, notifications — all on one timeline per customer.

02

Quoting & Sales Pipeline

A quoting engine that actually understands HVAC.

Lead pipeline (7 stages)

New → Contacted → Site survey → Quoted → Negotiating → Won/Lost with activity timeline.

Quote generator

Auto-BTU from room m², exposure, type. Three price tiers per project. PDF export.

AI-powered quote import

Paste a supplier PDF, Klimaro extracts line items into a draft quote.

Follow-up automation

Cron-triggered follow-ups at day 3 / 7 / 14. Never drop a quote again.

03

Field Service & F-gas Compliance

Audit-ready protocols with e-signatures, right on the technician's phone.

Installation protocols

Photos, measurements, customer e-signature, auto-generated PDF. Annual service created on completion.

F-gas service checklist

Pressures, delta-T, refrigerant weighed in/out — all captured on mobile, audit trail included.

Warranty auto-check

Every service ticket checks the install date and flags warranty status automatically.

Photo + document vault

Before/after/problem photos tagged to the asset for life. Tech rotates from the gallery on-site.

04

Scheduling, Routing & AI

An AI that knows the roads, the traffic, and which tech is best.

AI auto-scheduler

Scores techs by distance, load, availability. Books the slot a human would have taken 40 minutes to pick.

Route optimizer

Nearest-neighbour TSP minimises daily kilometres. Fixed-time jobs are respected.

Google Calendar sync

Two-way sync for every installation, service, and internal meeting. Zero manual entry.

Nearby-job push

Technicians within 15 km of a new urgent job get a push with one-tap accept.

05

Invoicing, Inventory & Compliance

The back office, modern — and localised for your country.

Country-aware tax engine

Every country has its own rules. Klimaro ships per-country tax profiles: EU VAT (all rates incl. reduced and super-reduced, reverse-charge B2B, OSS), UK VAT, US state + local sales tax, Canadian GST/HST/PST/QST, Australian GST, Swiss MWST, Norwegian MVA, Turkish KDV, and more. Add custom rates in two clicks.

Local e-invoicing gateways

Pluggable rails per market — PEPPOL across the EU, Poland's KSeF, Italy's SdI, Spain's FACe, France's Chorus Pro, Hungary's NAV Online, Mexico's CFDI via partner. Standard PDF invoice for every other country.

Configurable numbering & formats

Invoice number formats per country and per document type (VAT, proforma, credit note). Custom prefixes for branches or legal entities. Fiscal-year resets where required.

3-tier payment reminders

WhatsApp → email → SMS cascade for overdue invoices. Bank transaction auto-matching via CSV.

Inventory with F-gas trace

Refrigerants, parts, stock thresholds, and full traceability for F-gas audits.

Smart purchase orders

Auto-suggest PO lines from low-stock + supplier history. One click to send.

06

AI & Automation

The quiet colleague that never sleeps.

AI chat assistant

Google Gemini by default (OpenAI / Anthropic fallback). Knows your customer, job, and inventory context.

Technician ops bot

Checks GPS staleness, reminds about materials, asks for protocol updates. Configurable channel per check.

Document AI

OCR + LLM parses supplier PDFs and handwritten protocols into structured data.

Duration predictor

Learns your team's pace and predicts job durations by type and complexity.

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