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Business setup · Home & field services

Boiler & air-con service

Seasonal boiler and air-con maintenance, yearly care plans that renew themselves, installs quoted, offices on contract.

Use in EraAll templates
modules
12
agents
3
workflows
1
sample services
7
site pages
4

What Era prepares for this business

For an authorised-style boiler and air-conditioning service: autumn boiler maintenance and spring air-con cleaning are the bread and butter, so every customer can be on a yearly care plan that reminds them when their service is due. Breakdowns are booked and dispatched the same day, new installations are quoted with the unit, and offices and shops get maintenance contracts invoiced on 30-day terms.

Modules12

  • Home service
  • Appointments
  • Subscriptions
  • Sales
  • Quotes
  • Invoices
  • Inbox
  • Website
  • Campaigns
  • Dashboards
  • Workflows
  • AI

Agents3

  • Service desk

    Answers breakdown and maintenance messages and books the visit.

  • Care plan scheduler

    When a care-plan year starts, invites the customer to book their service.

  • Replacement advisor

    Spots boilers over twelve years old after a service and drafts a replacement quote.

Sample services and prices7

Comes with the setup; swap in your own prices.

Boiler annual service60 min₺1,800
Boiler breakdown call-out60 min₺900
Air-con service (split unit)60 min₺1,200
Air-con gas top-up60 min₺2,200
Air-con installation (up to 3 m pipe)180 min₺3,500
Boiler replacement (labour)240 min₺5,500

+1 more

Work at the customer’s address

Home visits are planned day by day — who goes and when they arrive. When the job is done, the signature and photos join the visit’s record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Boiler & air-con serviceAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Home service
    • Appointments
    • Subscriptions
    • Sales
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Service deskReady
    • Care plan schedulerReady
    • Replacement advisorReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Boiler & air-con service

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era