A CRM that tracks installations and what they need

Most CRMs stop at the won deal. The value goes into a report and the record goes quiet until the customer calls. If you sell software, that's fine. If you leave equipment behind, it isn't. A CRM that tracks installations keeps going after the win.

It records what went in, where it sits, how many units, and when it's due again. The next job starts from that record.

This is the part of Liteo we spend the most time on, because a spreadsheet can't do it.

Where the next 6 months come from

For an install business, the next 6 months of work are mostly already sold. Filters that need changing, units still under warranty, sites you already have keys to.

That work exists whether or not it's written down. If it's on the customer record, it's a list you can work through. If it's in old invoices and a fitter's memory, you find out about it when the customer calls someone else.

What sits at a site

An installation in Liteo is anything you put in and stay responsible for. A unit, a system, a kit. You log it at the site with the quantity, and it stays on the record.

The site matters as much as the customer. A business can have several locations with different equipment at each. Open the business and you see its sites, its open deals, and what's installed at every one of them.

Everything done to that unit gets logged against it. What was found, what was replaced, who went. The next visit starts from the last one.

Intervals turn one job into a standing one

Filters every 4 months. Cartridges every 6. Set the interval once on the installation, and Liteo opens the next job each time it comes round.

Everything due lands on one Needs service list. Overdue first, then today, then the rest of the week. The whole team sees the same list, so nobody keeps a private version on their phone.

A due date raises its own follow-up task. Tick it off and the unit keeps the record, so the service history grows on its own. That's what a CRM that tracks installations gives you: the next date lives on the record instead of in someone's diary.

How to do it in Liteo

1. Open the business and add the site the equipment lives at.
2. Log the installation: what the unit is, the quantity, and the date it went in.
3. Set the service interval on that installation, in months.
4. Check the Needs service list. Anything already past due shows at the top.
5. Work the list from the top and tick tasks off as they're done.
6. Add a note on the record while you're there, so the next visit starts with what was found.
7. When a job needs pricing, build the quote from your catalog on a new deal against the same record.

That last step is where it pays off. A replacement quote written from the installation already knows the model, the site, and what was done to it last time.

A CRM that tracks installations changes what a customer is

A contact is a lead until the first deal is won. After that it's a customer, on the same record, with nothing re-entered.

What changes is what the record holds. A customer with 3 units at 2 sites and known intervals is 6 months of service visits you can already see.

We don't email your customers about any of it. Reminders and follow-ups go to you and your team. When you pick up the phone is your call.

Start with the sites you visit most and the equipment you service most often. A short list logged properly beats a long one half-remembered.

See how installations and service work, or see the units and intervals set up for your trade on our industry pages.