Customer management software for heating engineers

Simplify routes to your customers with Planisfaire

Customer file management, geolocation, scheduling of appointments, optimization of routes, customer reminders at the end of boiler maintenance, customer signature from a smartphone.

Are you a heating specialist / thermal installer looking for software that will allow you to optimize your routes and interventions with your customers?

• With Planisfaire, optimize and make profitable your routes!
  Quickly access your client file from a mobile or a PC and keep a complete history of visits and interviews carried out with your clients.
• Quickly geolocate your customers: Use integrated geolocation to quickly plan your trips from your mobile.
  Quickly find all customers around an address to optimize your trips.
• Schedule your customer appointments directly in Planisfaire.
  Access your intervention schedule from anywhere from a mobile or tablet.
  Use the time slot search by geolocation to optimize your trips and save fuel.
• Waste less time calling your customers back. Automatically remind your customers by email and SMS when their boiler maintenance is due.
  Create geographically targeted reminder campaigns.
  Send reminders to your customers to confirm their Appointment.
• Edit your invoices and quotes directly in Planisfaire and email them directly to your clients.
  Generate Excel reports for your accountant.
  Spend less time in the office to manage your accounting.
• Create intervention vouchers for your customers and have them signed directly from a mobile.

Still not convinced? Test the Planisfaire software for free for several weeks. It is free and without obligation.