Heating engineer
The management software for heating engineers.
From appointment to invoice, paper-free. Schedule in the calendar, your technicians work with eKo Intervention on smartphone or tablet, and each form filled in on site becomes a custom PDF document: report, CERFA form, VAT certificate, handover report. Maintenance contract due dates are scheduled and invoiced in batches.
Day to day
Your day, with eKo.
Who is it for?
SME with 3 to 15 technicians: installation and servicing of heat pumps, air conditioning and boilers. Annual maintenance contracts, regulatory certificates at every visit.
Before eKo
- Paper reports re-keyed at the office
- CERFA forms filled in by hand
- Photos lost in phones
- Invoices issued a week later
What changes
- Zero re-keying: the form filled in on site becomes the official PDF.
- Invoice the same day instead of the following week.
- Complete history per customer and per piece of equipment, photos included.
The workflow in eKo
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1
The office schedules jobs in each technician's calendar, with the appointment type (heat pump service, commissioning, call-out).
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2
The technician opens eKo Intervention on their phone: the day's round, the address sent to the GPS in one tap, the customer to call.
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3
On site, they start the job and fill in the forms set up for this appointment type: readings, leak test, photos, customer and technician signatures. Even without signal.
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4
Back in coverage, everything flows into eKo on its own: the customer record, the Intervention tab, the GPS position, the start and end times.
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5
The PDFs are generated: job report, refrigerant CERFA form, reduced-rate VAT certificate, works handover report, and they are emailed to the customer.
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6
The maintenance contract schedules its due dates: those that fall due are invoiced in one batch, in a few clicks. A text message reminds the customer of their next visit.
Frequently asked questions
Your questions, our answers.
Does eKo generate refrigerant compliance forms?
Forms completed on site with eKo Intervention become customised PDF documents: job report, refrigerant compliance form (CERFA), reduced-rate VAT certificate, acceptance report.
Can technicians work without a network?
Yes: the technician completes their forms on site, even without a network; everything syncs to eKo as soon as coverage returns.
How are service contracts invoiced?
The service contract schedules its due dates: those that fall due are invoiced in batches in a few clicks, and a text message can remind the customer of their next visit.
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