01
Enquire & quote
Capture enquiries and prepare quotes with the customer’s requirements to hand.
Your air conditioning business, organised.
Manage the whole customer journey in one place—from the first quote to scheduling engineers, delivering jobs and installations, and keeping customers coming back through ongoing maintenance.
From first enquiry to completed job .
02
Book & schedule
Assign engineers and give them the job and site details they need.
03
Complete the work
Record work, readings and photos on site, with updates available to the office.
04
Review & send
Review the completed work and send the customer their job sheet.
Built around the work
see more ,
action faster
Reactive jobs
Book call-outs and give engineers the details they need before they arrive.
Planned maintenance (PPM)
Plan service visits, track what’s due and keep each asset’s service history to hand.
Installations
Manage installation work across multiple visits, with site details and progress in one place.
Scheduling
See who’s booked, where and when.
Bring reactive calls, planned maintenance and installation visits into one shared calendar.
- Schedule by engineer and work type.
- Open job and site details from the calendar.
- Keep the team up to date when plans change.
On-site work
Give engineers the details they need on site.
Engineers can check the job details and record their work on site, so the office has the information it needs to review the visit.
Customer, site and equipment information available with the visit.
Record the work carried out, readings, checks and photos.
Keep a record of previous work for the next visit.
Assets
Know every asset , its location , its history and its specifications .
Keep equipment linked to its site and location, with previous maintenance and job sheets ready to view.
Planned maintenance
See what’s due, booked and completed.
Keep track of maintenance visits and the equipment covered, with service records ready for the next visit.
Explore the PPM feature
Common questions .
01 What kind of businesses is ClimaticFlow built for?
Air conditioning contractors managing reactive jobs, planned maintenance and installations, with office staff and engineers working from the same information.
02 What types of assets can ClimaticFlow accommodate?
ClimaticFlow accommodates air conditioning units, air handling units, MVHR systems and refrigeration systems. It also supports custom assets and custom workflows to suit the equipment you maintain and the way your team works.
03 Can it handle both reactive and planned work?
Yes. Manage reactive jobs, planned maintenance and installations, with customer, site and equipment details available for each visit.
04 How does field work return to the office?
Engineers complete digital job sheets with notes, readings and photos. The office can review the completed work and arrange any follow-up.
05 Can we see it using a workflow like ours?
Yes. We’ll tailor the demo to the jobs you handle and how your office and engineers work.
See how ClimaticFlow fits your business.
We’ll show you how it works using the jobs and maintenance visits your team handles.
Book a demo