Termogest

Additional features

Access from any device (PC, tablet, smartphone)

TermoGest is accessible through any device with an internet browser.

Real-time data synchronization

Any changes made to the data are instantly updated across all devices. This ensures everyone on your team has access to the most current information, preventing confusion and errors.

Secure data storage in the cloud

Your data is stored securely in the cloud, protected from data loss due to hardware failures or other local issues. This also often includes encryption to protect sensitive information.

Store customer contact information

Maintain a centralized database of all your customer contact details, including names, addresses, phone numbers, email addresses, and any other relevant information.

Track customer history and interactions

Keep a record of all interactions with each customer, including past jobs, service requests, notes, and communications. This helps personalize customer service and understand their needs.

Import customer data automatically

Easily import existing customer data from other systems, saving time and effort. This could be from spreadsheets, other CRM systems, or even manual records.

Schedule and assign jobs to technicians

Create and schedule jobs, then assign them to specific technicians based on their availability, skills, or location. This feature often includes calendar integration for easy scheduling.

Track job status and progress

Monitor the progress of each job, from initial request to completion. Update statuses (e.g., "in progress," "completed," "pending") and track milestones.

Manage technician schedules and availability

Track technician availability, manage their schedules, and optimize their workload. This often includes features to prevent overbooking and manage time off.

Track technician performance

Monitor the performance of your technicians, including job completion rates, efficiency, and customer feedback.

Communicate with technicians

Facilitate communication between the office and technicians in the field, enabling quick updates, dispatch instructions, and issue resolution.

Track inventory levels

Monitor the quantity of parts and supplies in your inventory, ensuring you have the necessary items on hand for jobs. This often includes alerts for low stock levels.

Manage stock movements

Track the movement of inventory, including receiving new stock, using parts for jobs, and transferring stock between locations.

Generate purchase orders

Create and manage purchase orders for restocking inventory, streamlining the procurement process.

Create and send invoices

Generate professional invoices for completed jobs, including details of services performed, parts used, and costs. Often includes options for customizing invoice templates.

Manage payments and track outstanding balances

Record payments received and track outstanding balances, automating the accounts receivable process.

Generate financial reports

Create reports on revenue, expenses, profit margins, and other financial metrics to understand the financial health of your business.

Generate reports on various aspects of the business

Create reports on job completion rates, technician performance, inventory levels, revenue, expenses, and other key metrics.

Gain insights into business performance

Analyze the data to identify trends, areas for improvement, and opportunities for growth.

Complete regulatory forms (RCEE and FGAS) digitally

Fill out and submit required regulatory forms (RCEE and FGAS) electronically within the software, reducing paperwork and improving compliance.

Store completed forms securely

Store completed forms securely within the system for easy access and retrieval.

User-friendly interface

An intuitive and easy-to-navigate interface.

Secure data storage and encryption

Protection of sensitive data through encryption and secure storage.

Automatic data import

Streamlined import of existing data.

Multi-user access

Allows multiple employees to use the software simultaneously with different permission levels.

Real-time updates

Ensures everyone works with the most current information.

Regular updates and improvements

Ongoing development and improvements to the software.

Excellent customer support

Responsive and helpful customer support via phone, email, and ticketing.

Affordable pricing plans

Pricing options to suit different business sizes and needs.

Free trial available

Allows potential customers to test the software before committing.