Software for installers.

We are experts in your sector. Your challenge is profitability, forecasting, and operational control, as well as connecting with your client… Achieve your goals with software for installers. We know how to help you.

Challenges facing installation and TAS companies

80%

of installation companies are transitioning from project-based businesses to service-based businesses, where maintenance is their main value.

9

companies state that their challenge is to maintain customer loyalty without neglecting service profitability.

98%

agree that First Time Fix is one of their main objectives.

93%

of installation companies believe that digital solutions will be crucial for the future viability of their company.

From budgeting to maintenance and execution.

Having commercial control with clear visibility of the pipeline and forecast helps us anticipate potential periods of resource shortage or overload.

Document control throughout the project cycle and in the maintenance of the installation is key for an installer.

We know that controlling the expected profitability of the project is your top priority. Both during the installation phase and throughout the maintenance life. However, unforeseen events do not help achieve this goal. Knowing the impact of any deviation and predicting the final outcome is crucial at both the management and project management levels.

It is equally important to have software for technicians with solutions that make life easier for each employee, from reporting operator times, digitally managing technicians’ work orders, to enhancing the project manager’s or maintenance manager’s experience by facilitating planning tasks, cash flow control, and communication with other departments and employees in collaborative scenarios that reduce administrative tasks.

Sectors in which we are specialists
Microsoft logo

Microsoft technology applied to the installer sector

Available on all devices

Access and manage projects anytime, anywhere, and on any device, with always up-to-date data, ensuring a swift response to market demands.

360º integration

Optimize your project management with native connections to Dynamics 365 and Microsoft Power Platform solutions, as well as seamless integration with third-party software. Gain a comprehensive view of your logistics processes, make informed decisions, and improve operational efficiency.

Deployment options

Take advantage of this deployment’s benefits: streamline costs, avoid obsolescence, always have the latest version, no costly migrations, no server infrastructure, no worries about backups or availability… plus the potential of AI.

Benefits of software for installers and technical services

Our industry experience allows us to help you with:

workers installing solar panels
Optimize your operations

Predict your sales

  • Manage the lifecycle of opportunities for each project or client.

  • Equip your sales team with software for installers that simplifies their daily tasks, providing control to the organization.

Optimize your operations

Control the profitability of your organisation from the project’s visión

  • Anticipate deviations.
  • Equip your organization with dashboards and indicators specialized in installation projects.
  • With cash flow forecasting, portfolio management, collections, and payments. Project-specific flows.
  • Provide a reliable, accurate, and validated economic-analytical model.
man consulting a list with a pen and calculator
technician checking information on a laptop
Connect with your clients

Improve the profitability of your maintenance by delivering a good customer experience

  • Achieve First-Time Fix by ensuring the most suitable resource for each intervention based on its nature.
  • Utilize digital technologies like remote-assist to access the most specialized resource without the need for travel.
  • Work with accurate planning that combines a good customer experience with appropriate costs, balancing travel, downtime, and resource skills.
Optimize your operations

Facilitates collaboration between project members and with the customer

  • Create collaboration spaces: chat, documentation, tasks, alerts, etc., with the client and other project members.
  • Have digital information exchange spaces (client portal) for access to the status of interventions in the installation.
  • Utilize digital workflows that facilitate management and control through collaboration: purchases, approvals, invoices, expenses…
workers in a meeting
four person looking ahead
Optimize your operations

Deliver the right experience to every employee

  • Directors: Access to interactive dashboards with the most relevant metrics in real-time from any device and location.
  • Project Managers: Tools for graphical planning and project and resource management.
  • Employees: Digital applications for time and expense tracking.
  • Field Technicians: Applications for managing work orders on the go.
  • Contact Center: Solutions for capturing incidents across all channels.
Connect with your clients

Connect with your customers

  • Connect with your clients through relevant and personalized communications: news, services, products, and knowledge tailored to each client with installation management software.
  • Provide memorable post-sale experiences to your clients with omnichannel and personalized interactions.
  • Offer digital relationship portals where clients can check the history of incidents, maintenance logs, and more in digital environments.
three people talking and shaking hands

Frequently Asked Questions

Yes, many installer software solutions allow integrations with business tools such as CRM, ERP, and accounting applications. These integrations facilitate customer relationship management by centralizing contact information and interaction history, optimize resource and financial coordination within the company, and simplify invoicing and payment tracking. Additionally, mobile applications enable technicians to access job information and update task statuses from anywhere, improving team efficiency and communication.

Installer software offers numerous benefits for customer management, such as maintaining a detailed history of all interactions, services performed, and customer preferences, which allows for more personalized service. It facilitates communication through automatic appointment reminders, status updates, and satisfaction surveys, enhancing the customer experience. Additionally, it centralizes the management of complaints and requests, ensuring they are addressed promptly and efficiently, which increases customer satisfaction and loyalty.

When choosing installer software, it’s crucial to consider system security. The software should use data encryption both in transit and at rest to protect sensitive information, perform automatic backups to prevent data loss, and implement role-based access control to minimize the risk of unauthorized access. Additionally, the provider should offer regular security updates to address new vulnerabilities and comply with applicable data protection regulations, such as GDPR in Europe, ensuring the security and privacy of information.

Why are we leaders in the project management industry?

+50

employees in this division passionate about technology.

95%

customer satisfaction.

+1900

active users in this division.

Shared success stories

URÍA bets on Microsoft Dynamics 365 to meet the needs of all business areas

The company, which provides a complete range of services within the mechanical installations sector, has managed to optimize the lifecycle control of its installations, deploy a solid model that allows real-time control of its financial and analytical situation, and improve the management of its maintenance. All of this is thanks to powerful Microsoft solutions such as Dynamics 365 Business Central, Dynamics 365 Field Service, and Power BI.

Companies in the installation sector that already trust us and Microsoft Dynamics technology

Eptisa
Circet
Eptisa
Eptisa
Eptisa
Eptisa
Eptisa
Eptisa
Eptisa