A/C Installation · Cancún, Mexico
We built a custom CRM to manage air conditioning installation and maintenance projects: technicians, materials, clients and work orders — from Puerto Cancún to Tulum, all in one system.
From scattered operation
to centralized system
Coordination without traceability
- Installation projects coordinated via WhatsApp and phone with no records
- Materials and equipment inventory in outdated Excel spreadsheets
- No visibility of real field project status
- Purchase orders generated manually with no history or tracking
- Clients without digital records or installation history
- Technician assignments from memory, not a system
Full control from anywhere
- End-to-end project management: assignment, progress, and closure
- Real-time inventory of materials and equipment with supplier and quantity
- Purchase orders generated from the same system linked to inventory
- Client card with full installation and maintenance history
- Technician and equipment assignment per project from the panel
- Digital forms the technician fills in the field from their phone
What was built
Tasks · Equipment · Inventory · Orders
Cancún · Hotel Zone · Riviera Maya · Tulum
Technicians · Admin · Procurement · Clients
after launch
Every material
under full control
The inventory module centralizes all of Comfort+'s materials and equipment: piping, refrigerant, tools and more — with exact quantity, assigned supplier, and one-click purchase order generation.
A modular system,
built for the field
Full installation and maintenance management: from technician assignment to project closure, with client and installed equipment history.
Real-time control of materials and equipment: quantities, types, images and suppliers. Purchase orders generated directly from the module.
Role-based access for admin, technicians and procurement. Each user sees exactly what they need — no more, no less.
Your team can operate
with a CRM built for you.
If you coordinate technicians, materials, and field projects and want to stop doing it over WhatsApp and Excel, let's talk. We'll build the system your operation needs.