Customer, site and equipment in one card
One customer can have several addresses. Each one carries its own installed systems, contacts, files and history.
KEYRAXFIELD SERVICE CRM
The field service CRM that remembers every site
Customers, sites, equipment, visits and photos in one place. No need to keep in your head what is installed where, who went there and what they did.
CUSTOMER / SITE / EQUIPMENT
Northside Offices
Two systems on site, one open task and seven previous visits — before anyone picks up the phone.
Access controlHVAC unit7 work entries
Demo data
WHAT IS INSIDE
Everything about a site, in one card.
A technician needs to know where to go, what is installed and what was done last time. Here it is all visible at once.
Tasks, board and calendar
Plan visits by date and time, assign them to technicians and see the whole team’s week on one calendar.
Subcontractors without accounts
Send a work-order link. The subcontractor sees only that job, fills in the report and adds photos — you review and accept it.
FROM CALL TO CLOSED VISIT
A customer calls. Everything you need is already on the site card.
The coordinator finds the customer by name, phone or address, sees what is installed and who went last time, and puts the visit on the calendar. The technician opens the same card on a phone, does the work and records it — the visit becomes the next line of the site history.
- 01Find the customer by name, phone or address
- 02Check installed equipment and past visits
- 03Schedule the visit and assign a technician
- 04Record the work, photos and next steps on site
QUESTIONS
Frequently asked questions
What is a field service CRM?
A CRM for companies whose work happens at the customer’s location: installers, maintenance and repair teams. Besides contacts, it keeps sites, installed equipment, scheduled visits and a record of the work done.
Is it hard to get started?
No. You do not need to move anything in advance: start with the sites you visit this week. In the demo we will show where to start in your case.
Which companies is Keyrax for?
Small and mid-sized companies that install and service equipment at their customers’ locations — wherever the same sites and vehicles are serviced for years.
Does Keyrax do invoicing or accounting?
No. You can record sale amounts and received payments, but Keyrax does not issue invoices and does not replace accounting software.
FOR INSTALLATION AND SERVICE TEAMS
Make the next visit easier than the last one.
We will show Keyrax on your kind of work in a short demo — no setup on your side.