HVAC, from survey to service visit. Jobs, contracts and van stock connected.
HVAC and building services firms work across sites, crews and vans. Dika Ops links site surveys, quotes, installation jobs, service contracts and spare parts stock, so the office and the engineers share one plan and one record.
What slows HVAC & building services down.
Site survey notes are written on paper or in messages. Turning them into an accurate quote takes time and mistakes creep in.
Crews, equipment and parts must arrive on the same day at the right site. A missing part wastes a visit.
Maintenance visits repeat on a schedule. Missed renewals and unbilled visits quietly cost revenue.
Engineers carry spare parts in vans. Without a record, parts are used without being charged or restocked.
Surveys and quotes
Record the survey on the customer and site, and build a quote from equipment, parts and labour.
- Site and contact details on the record
- Multi-line quotes with revisions
- Accepted quote becomes the job
Installation and service jobs
Plan jobs by day and crew, and record work done, parts used and the customer sign-off.
- Jobs with owners and dates
- Parts used booked against the job
- Status visible in the office
Service contracts
Hold maintenance contracts with their visit schedule, price and renewal date, and invoice from them.
- Contracts linked to customers and sites
- Recurring invoices
- Renewal dates in view
Van and warehouse stock
Treat each van as a stock location, replenish it from the warehouse and see what is on board.
- Vans as locations
- Transfers from the warehouse
- Purchase orders for low parts
One flow, start to finish.
- 01Survey
The engineer records the site visit and requirements on the customer record.
- 02Quote
A quote is prepared with equipment, parts and labour, and revised if scope changes.
- 03Install
The job is scheduled, parts are issued from the warehouse or van, and the work is recorded.
- 04Maintain
A service contract sets the maintenance visits, which appear as jobs on their dates.
- 05Invoice and renew
Work and contract fees are invoiced, and renewals are flagged ahead of time.
HVAC & building services, answered.
Can we run service contracts with scheduled visits?
Yes. Contracts hold the schedule and fees, and can drive recurring invoices and service jobs.
Can vans be treated as stock locations?
Yes. A van can be a location in the warehouse structure, so you see what each one carries and restock it.
Can we turn a survey into a quote?
Yes. Survey details sit on the customer and site record, and the quote is built from them.
Can we track parts used on a job?
Parts can be issued against the job from the warehouse or a van, so they are charged and restocked.
Is Dika Ops available now?
Dika Ops is in closed beta. Join the waitlist and we will contact you as places open.
Run the whole company from one place.
Dika Ops is in closed beta. We onboard a few companies at a time and set everything up with you.