Функції
Усе, що потрібно HVAC-бізнесу.
Нічого зайвого.
Двадцять модулів, двадцять тисяч годин польової роботи дистильованих у одну платформу.
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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