In April, enjoy 2 free months on Djaboo with the code: DJABOO26 → I'm taking advantage of it

CRM Installation & Maintenance · Technicians · Small Businesses

Le CRM installation and maintenance
which centralizes your customers
interventions and invoices

Managing installation projects and maintenance contracts means juggling quotes, technician schedules, work orders, and overdue payment reminders. Djaboo brings it all together in one tool — your crm, your interventions, your billing — to manage without forgetting anything.

Free to start No bank card Operational in 30 minutes
your-business.djaboo.app — Intervention planning

Interventions of the day · March 02, 2026

TC
Techni-Clim Sarl
Air conditioning maintenance · Bordeaux · 09:00 AM
In progress
RP
Residence Les Pins
Boiler installation · Lyon · 11:30
To be confirmed
BM
Mirabeau Office
Elevator repair · Marseille · 14:00 PM
Follow-up day 1
EF
Fournier Warehouse
Annual contract · Inspection scheduled for 05/03
Planned
8
Interventions/day
24
Active contracts
3
Quote pending
Zero forgetting
regarding your interventions
All in one
CRM · Interventions · Billing
We’ve Got Their Trust
Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency
Why installation and maintenance companies need a suitable CRM

In installation and maintenance,
Organization makes the difference

A customer who has been waiting for their service request for 48 hours will call the competition. A non-renewed annual maintenance contract means lost recurring revenue. A good crm For installation and maintenance, it doesn't change your job — it gives you the visibility to not miss anything.

All your customers centralized
Individuals, property managers, businesses, local authorities — each record includes the history of interventions, installed equipment, current contracts, and the notes & activitiesNo more sticky notes.
Technicians' schedule
Assign each intervention to a technician, schedule preventive maintenance visits and track progress in real time with the module Projects ongoing.
Fast quotes and invoicing
Send a quote Create a customer file in 3 minutes. Convert it into an invoice with one click once the job is finished. Your accounting follows in real time.
Automatic reminders
Contract renewal, unpaid invoice, unanswered quote: Djaboo sends the reminders Automatically. You focus on the field, not on administrative follow-up.
Centralized customer documents
Intervention reports, technical data sheets, warranties, acceptance reports: all the customer documents are stored in the record, accessible from anywhere.
Payments and cash flow
Follow them Payments Receipts, pending invoices, and your cash flow forecast. Know at all times what you actually have in cash, not just what's been invoiced.
Technician time tracking
Each technician enters his time calculated by intervention. You have the real profitability of each project and each maintenance contract — without rough estimates.
Reporting and management
Revenue per customer, interventions per technician, contract renewal rate: the reporting gives you the figures to make a quick and informed decision.
Centralization of customer and equipment data

Each customer, each piece of equipment:
a guide to find everything

In installation and maintenance, your customer database is your most valuable asset. The problem is that it's often scattered across a paper binder, Excel spreadsheets, emails, and the manager's memory. When a technician visits a client they don't know, they waste 20 minutes just trying to understand their history.

Djaboo centralizes all your prospects and clients in structured records: contact details, installed equipment, date of last intervention, current maintenance contract, technical documents and notes. In 10 seconds, the technician knows exactly what is at that client's site.

  • Customer files with complete history of interventions
  • Equipment specific to each customer (brand, model, installation date)
  • Customizable tags and statuses (active contract, pending, expired)
  • Import from Excel or other software
View the CRM module →
CRM · Customer Record
TC
Techni-Clim Sarl
Client since 2021 · Active maintenance contract
Active

Equipment installed

Daikin 12kW Air Conditioner
Installed 14/03/2022 · Warranty: 14/03/2027
OK
Viessmann 24kW boiler
Installed 08/11/2021 · Revision due: 08/11/2026
Revision coming soon

Latest interventions

Annual air conditioning maintenance12/01/2026
Boiler filter replacement05/11/2025
Technician intervention management and scheduling

Plan, assign, track:
zero missed interventions

Coordinating multiple technicians across different sites is a logistical challenge. A poorly planned intervention or a technician who doesn't know what to do is costly—in terms of both time and client image.

With the module tasks With Djaboo, each intervention becomes a task assigned to a technician, with date, location, equipment involved, and instructions. The technician receives their roadmap, and you can track progress in real time from your dashboard.

  • Create intervention tasks in 2 clicks from the customer record
  • Assignment to a technician with automatic notification
  • View of intervention schedule by technician
  • Real-time status: planned, in progress, completed, pending validation
See task management →
Planning · Week of March 3, 2026

Upcoming interventions

Preventive maintenance · Les Pins Residence
Monday 9 p.m.
Technician: Marc D. · Collective boiler · Lyon 3rd arrondissement
Refrigeration unit installation · Mirabeau Office
Tuesday 8:30 a.m.
Technician: Sophie R. · 2 outdoor units · Marseille
Emergency repairs · Fournier Warehouse
Wednesday 11am
Technician: Marc D. · Compressor out of service · Bordeaux
12
This week
3
Active Technicians
What they say

Installation and maintenance professionals
who have regained control

Craftsmen, SMEs and field teams that use Djaboo to manage their daily business.

★ ★ ★ ★ ★ Trustpilot · Verified
"

I manage four technicians and about forty maintenance contracts. Before Djaboo, renewal reminders were handled manually using an Excel spreadsheet. Now, Djaboo alerts me 30 days before the expiry date and automatically sends a renewal quote. We've increased our renewal rate by 20% in three months.

DC
Djibrile C.
Manager · HVAC Maintenance Company
★ ★ ★ ★ ★ G2 G2 · Verified review
"

What convinced me was the simplicity. I create quotes directly from the client's file, send them by email, the client signs online, and I convert them into invoices once the job is finished. Everything is tracked; I don't have to re-enter anything. I easily save two hours a week on administrative tasks.

SV
Shahrouz V.
Independent electrician · 12 years of experience
★ ★ ★ ★ ★ G2 G2 · Verified review
"

I used to install and maintain industrial equipment for SMEs. The real problem was keeping track of overdue invoices. With Djaboo, reminders are automatically sent at 7, 14, and 30 days after the invoice date. My average payment time has dropped from 47 days to 28 days. It's tangible, it's quantifiable, and it really impacts cash flow.

LT
LT
Manager · Industrial Equipment Maintenance
From prospecting to payment collection

Quotes, invoices, payments:
all in one tool

In installation and maintenance, the sales cycle is often short: a client calls, you assess their needs, you send a quote, you carry out the work, you invoice. But when this cycle is repeated across dozens of clients simultaneously, oversights accumulate.

Djaboo manages this entire cycle from a single interface. You create a quote Starting from a pre-filled template, the client validates via electronic signature, you initiate the intervention, then you convert the accepted quote into billing with one click. The Payments Receipts are synchronized automatically.

  • Customized quote templates by type of service
  • Customer electronic signature included
  • Convert quote to invoice in 1 click
  • Online payment by card or bank transfer
View billing →
Billing · Quote #DEV-2026-0142
Quote #DEV-2026-0142
Mirabeau Office · 02/03/2026
Signature pending
12kW chiller unit installation € 1 850
Commissioning + training €320
1-year maintenance contract €480
Total Price € 3 168
Send by e-mail
→ Convert to invoice
Site monitoring and installation projects

Don't miss out!
no construction phase

An installation project is rarely a one-off intervention. There's the technical visit, the parts ordering, the installation, the commissioning, the tests, the acceptance report, the customer training... Each step must move forward, and if one is blocked, everything else is delayed.

The module Projects ongoing Djaboo allows you to create an action plan for each project, to assign tasks to the right technicians and to track progress in real time. You, your team, and even your client know exactly where the project stands.

  • Action plan for each project, including dates and responsible parties
  • Checklist of key steps (ordering, installation, testing, acceptance)
  • Automatic notifications about overdue tasks
  • Overview of all active construction sites
See project management →
Project · Mirabeau Office Installation

Site monitoring · Refrigeration unit Marseille

Technical inspection carried out
February 24, 2026 — Completed
Quote accepted · €3,168
February 28, 2026 — Completed
Equipment order awaiting delivery
Delivery expected on 04/03/2026
Installation and commissioning
Scheduled for 06/03/2026
Acceptance report + invoice
Scheduled for 07/03/2026
Dashboards and piloting

Manage your activity
with real figures

How many projects have you billed this month? Which technician is the most profitable? Which clients have a contract expiring in 30 days? Without a dashboard, these questions take hours to answer.

The module reporting Djaboo gives you all these answers in real time. Revenue, completed projects, time spent per project thanks to the monitoring of time, active and renewable contracts: everything is visible, everything is actionable.

  • Real-time dashboard: Revenue, interventions, outstanding payments
  • Time tracking by technician and by worksite
  • Contract renewal alerts
  • Export data to CSV for your accountant
View the report →
Reporting · Dashboard March 2026

Overview · March 2026

CA billed
€ 18 420
↑ +12% vs Feb.
interventions
47
↑ +5 vs Feb.
Unpaid invoices
€ 2 340
3 invoices · Automatic reminders
Contracts to be renewed
5
In the next 30 days
Most profitable technician: Marc D. · €6,840
Prices

Simple, transparent
no bad surprises

No hidden fees. Start for free, scale up when you're ready.

Starter

0€

/ month · forever

To test Djaboo in your actual use case, without obligation.

  • Up to 3 users
  • 500 contacts
  • Basic pipeline
  • 5 invoices / month
  • Gmail & Outlook
Start for free
The most popular

Pro

29€

/ month · per user

Everything you need to manage your installation and maintenance business.

  • Unlimited Contacts
  • Advanced Pipeline
  • Automatic billing & reminders
  • Projects & Time Tracking
  • Full reporting
  • All integrations
14-day free trial

No bank card

Company

Quote only

Multi-team, multi-agency

For SMEs with multiple field teams and advanced reporting needs.

  • The entire Pro plan
  • Multi-team & multi-site
  • Team & Performance Reporting
  • Dedicated onboarding
  • Priority support
Speak to an advisor
Free to start No bank card Secure hosting Guaranteed data export
Don't let your customers slip away anymore

Manage your entire business
with Djaboo

Join installation and maintenance companies that manage their operations, billing, and contracts with Djaboo. Free to get started, up and running in under 30 minutes.

Free to start No bank card Secure hosting Guaranteed data export
F.A.Q

FAQ - CRM installation and maintenance

Is Djaboo suitable for installation and maintenance companies?+
Yes. Djaboo is designed for freelancers and small and medium-sized businesses that manage clients, field operations, and invoicing. Whether you're an electrician, plumber, HVAC installer, or maintenance technician, you can get started for free and centralize your entire business in one tool.
Can I manage my recurring maintenance contracts in Djaboo?+
Yes. Djaboo lets you manage your annual contracts with deadline tracking, renewal alerts, and automatic generation of renewal quotes. You'll never again let a contract expire due to lack of follow-up.
How does Djaboo manage the technicians' schedules?+
Each service call becomes a task assigned to a technician, with a date, address, and instructions. The technician receives a notification, and you can track progress from your dashboard. The calendar view gives you a comprehensive overview of the week at a glance.
Can I send quotes and invoices directly from Djaboo?+
Yes. Djaboo includes a complete quoting and invoicing module. You create your quote from a template, send it by email, the client signs online, and you convert it into an invoice with a single click once the work is completed. Overdue payment reminders are sent automatically.
How much does Djaboo cost for an installation and maintenance company?+
You can get started for free with the Starter plan — 500 contacts, pipeline, 5 invoices per month. For full use (unlimited contacts, invoicing, projects, time tracking, reporting), the Pro plan is €29/month per user, with no commitment. No credit card required to start.
Can my technicians use Djaboo in the field?+
Yes. Djaboo is accessible from any browser, on mobile, tablet, or computer. Your technicians can view their daily tasks, update the progress of a job, and record their time spent directly from the job site.
Is it easy to use without training?+
Yes. Most users are up and running in under 30 minutes. The interface is designed for non-technical users. No consultant or training is needed to get started—and if you have any questions, support responds quickly.
5 / 5 - (563 votes)