HVAC Service Management / Case study
A complete HVAC service management portal for Air Cool HVAC Systems
Air Cool HVAC Systems manages service requests, AMC contracts, technician scheduling and client billing across Chennai. The operation ran on WhatsApp and Excel — functional at small scale, difficult to manage as the business grew.
01 / The challenge
What they were
up against.
Service requests came in across multiple WhatsApp numbers. AMC contract renewals were tracked manually. Technician scheduling happened through calls. Invoicing was disconnected from job completion. The owner had no single view of what was open, what was overdue, and what needed attention.
02 / Our approach
How we
handled it.
Raaxo Technologies mapped the complete service workflow before writing any code — from first enquiry through site visit, quotation, job card, technician dispatch, completion, and invoice. The ACHS Portal was built around that workflow.
How the work connects
- 01Enquiry & site visit
- 02Quotation & job card
- 03Dispatch & completion
- 04Invoice & payment
03 / Delivered scope
What we delivered.
ACHS Portal
HVAC Service Management
- 01
Lead and enquiry management with status tracking
- 02
Customer and site management
- 03
AMC contract management with renewal tracking
- 04
Job cards and technician scheduling
- 05
Service catalogue and spare parts management
- 06
Quotations, invoicing and payment tracking
- 07
Management dashboard and reports
04 / The outcome
The outcome
One connected platform replacing WhatsApp, Excel and disconnected tools. Every service request, contract, technician job and invoice managed from one place.
A conversation is the first step
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