Built for AC servicing and repair operators.
Service contracts. Technician dispatch. Gas and parts inventory. AMC renewals. Spare parts traceability. Upgear handles the operational complexity so you handle the customer.
AC servicing is decided per-unit, not per-customer.
- — AMC contracts for residential and commercial AC units, often spanning multi-site corporate accounts.
- — Service technician dispatch with skill-based matching — split AC vs. cassette vs. VRF / chiller jobs need different qualifications.
- — Gas refill (R32, R410A) inventory with safety compliance and balance per cylinder.
- — Spare parts inventory — capacitors, compressors, PCBs, fan motors — with SKU and supplier batch tracking.
- — Service history per AC unit, not per customer — the AC unit is the asset whose maintenance pattern matters at renewal time.
- — GST invoicing with reverse-charge handling on B2B service jobs.
- — WhatsApp service reminders before AMC renewal dates so customers actually renew rather than letting the contract lapse.
Six capabilities that match the operation.
Multi-tranche billing schedules per contract. Renewal reminders fire 30 days before expiry through 7 cadences. The renewal pipeline view shows which AMCs are coming up next month, which are at risk of lapsing, and which ones the customer has already responded to.
A morning route across 8 customers in two pin codes orders itself geographically. Skill-match constraints prevent dispatching a split-AC technician to a chiller job. Live field-force GPS map; historical route tracker; route optimization runs in-process (no Google Maps API costs).
Capacitors, compressors, PCBs, fan motors all tracked by SKU. R32 and R410A gas tracked by cylinder with balance and refill cycle. FIFO batch allocation across service jobs keeps oldest stock moving first. Low-stock alerts fire on reorder thresholds; expiry alerts on perishable consumables.
Each AC unit at a customer location is its own asset record — model, serial, installation date, gas type, capacity, location within the site. Every visit ties to a specific unit. The customer at renewal time gets the maintenance pattern per unit, not a general "service history."
GST e-invoice (IRN) generated directly with the government portal. Reverse-charge handling on B2B service jobs. Multi-company in Core if you operate across two GSTINs (residential and commercial billed under separate entities is common in this trade).
Visit confirmation 24 hours before the scheduled service. Visit completion with the technician name, what was done, and the next service date. Invoice link on completion. AMC renewal reminder 30 days out. The customer gets the cadence; you stop reminding them by phone.
Three differentiators that matter at AMC scale.
Generic CRMs track at the customer level. AC servicing is decided per-unit — gas top-up history, compressor age, last PCB replacement. Upgear models the AC unit as a first-class asset; service jobs tie to units, not just customers. At renewal time, the maintenance pattern surfaces per unit.
In a 600-customer AMC operation, 8–12% of contracts lapse silently every year because nobody chases them. The 7-cadence renewal-reminder series fires automatically at 30 / 21 / 14 / 7 / 3 / 1 days before expiry and post-expiry follow-up. The renewal pipeline view makes the chase visible.
Technicians at apartment basements and parking-level chiller plants routinely lose connectivity. The mobile app captures visit completion, photos, and signature offline; syncs when connectivity returns. The visit record is intact when the customer asks for the report on the spot.
Capability and pillar pages relevant to AC servicing operations.
See Upgear running on your AC service operation in 30 minutes.
30-minute founder-led demo. Bring a live AMC contract, an active AC unit's service history, and a visit from this week. We'll reconstruct the cycle in Upgear during the call — schedule, visit, parts allocation, invoice, renewal — on your actual data.