14 Connected Modules

Service CRM Software with Everything You Need

Manage customers, AMC contracts, service requests, technicians, GST invoices, inventory, and WhatsApp reminders from one easy-to-use platform.

Running a service business means handling customers, complaints, AMC renewals, technicians, invoices, and spare parts every day. VoraCRM brings all these tasks into one connected platform, helping your team work faster and deliver better customer service.

Key Benefits

Why Businesses Choose VoraCRM

Built for Indian field service and AMC management operators.

Save Time

Replace messy Excel sheets and paper registers with one searchable database.

Never Miss an AMC Renewal

Automated WhatsApp and SMS reminders before contracts expire.

Assign Technicians in Seconds

Dispatch jobs based on live GPS location and territory.

Generate GST Invoices Instantly

Create GST bills with correct tax splits and share via WhatsApp PDF.

Track Complete History

View past repairs, filter changes, and installed serial numbers in 1 click.

Manage Spare Parts & Inventory

Track stock issued to technician vans and prevent spare parts leakage.

Module Breakdown

14 Connected Modules for Complete Control

MODULE / 01

Customer Management Software

Manage all your customer information in one place.

Store contact details, service history, AMC contracts, invoices, warranties, installed products and previous complaints. When a customer calls, your team can quickly view their complete history and respond without searching through Excel files or WhatsApp chats.

Real-World Example

A customer calls because their RO machine isn't working. Your staff opens VoraCRM, searches the mobile number, sees the customer's AMC status, previous filter service history and warranty, and assigns the nearest technician in less than a minute.

Perfect For:
RO Service Companies AC Service Businesses Solar Installers CCTV Companies Appliance Repair
  • Find customer details in seconds
  • Track every service visit and part replaced
  • Reduce missed follow-ups and lost records
Explore RO Service CRM
Customer Record View
Mehta AMC Services — Customer Profile
ID: CUST-9041 · Malviya Nagar, Jaipur
Installed Asset: Kent Grand Plus RO Purifier (Serial: #KT-8841)
Active Contract: 1-Year Comprehensive AMC (Exp: 15 Oct 2026)
Last Service Visit: 12 May 2026 (Sediment & Carbon Filter Changed)
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Lead Management Software

Capture, score, and convert enquiries into paying service customers.

Leads from Facebook ads, Google search, website contact forms, WhatsApp messages, or phone calls land in one centralized pipeline. Automatically route leads to your sales team, set automated follow-up reminders, and track conversion rates.

Real-World Example

A prospect submits a web form asking for an AC servicing quotation. VoraCRM automatically notifies your sales staff on mobile, logs the lead, sends a WhatsApp message with pricing, and sets a call reminder for 4:00 PM.

  • Instant lead routing to sales representatives
  • Automated WhatsApp initial responses
  • Pipeline stages from New Enquiry to Quotation Sent & Closed
Explore AC Service CRM
Lead Pipeline View
Incoming Service Enquiries
Source: Website Form & WhatsApp
New Lead: Solar InstallationAssigned
Quotation Sent: Commercial AC ServicingFollow-Up Today
Won: RO Annual AMC ContractConverted
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AMC Management Software

Manage Annual Maintenance Contracts, visit schedules, and serial numbers.

Create customized AMC plans (Comprehensive or Non-Comprehensive), specify total service visits per year (e.g., 3 or 4 visits), list included spare parts, and track serial numbers. VoraCRM automatically schedules preventive maintenance visits and flags contracts near expiry.

Real-World Example

Your client signs a 1-year RO maintenance contract with 3 filter replacement visits. VoraCRM automatically generates 3 scheduled work orders on the exact 4-month interval dates so your office dispatcher never forgets a scheduled visit.

  • Automated preventive maintenance scheduling
  • Comprehensive vs Non-Comprehensive coverage tracking
  • Contract history, asset photos, and digital signatures
Explore AMC Software Details
AMC Contract Schedule
Contract #AMC-2026-088
Customer: RainPure Water Solutions
Visit 1: 15 Jan 2026Completed
Visit 2: 15 May 2026Completed
Visit 3: 15 Sep 2026Upcoming
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Renewal Management Software

Never miss an AMC or warranty renewal date again.

Missed renewals directly hurt recurring business revenue. VoraCRM's automated renewal engine tracks expiring contracts and sends configurable WhatsApp messages and UPI payment links 30, 15, and 7 days prior to expiry.

Real-World Example

A customer's CCTV maintenance contract expires on July 31st. On July 1st, VoraCRM sends an automated WhatsApp message with a PDF renewal quote and a 1-click UPI payment link, securing the renewal revenue 3 weeks early.

  • Automated WhatsApp & SMS renewal notifications
  • Direct UPI & online payment link integration
  • Daily renewal dashboard for office managers
Explore Renewal Software
Expiring Contracts Dashboard
Renewals Expiring Next 30 Days
Total Value: ₹1,85,000
CoolTech HVAC (₹45,000)Expiring 3 Days
SolarEdge Systems (₹82,000)Expiring 12 Days
Mehta RO Care (₹18,000)WhatsApp Sent
MODULE / 05

Insurance Policy CRM

Manage policies, premium due dates, and client follow-ups.

Designed for insurance agents handling motor, health, fire, and life insurance policies across hundreds of clients. Track policy numbers, sum insured, premium due dates, and commission payouts in one simple view.

  • Client policy repository with PDF uploads
  • Premium due date alerts via WhatsApp
  • Claims notes and document tracking
Explore Insurance CRM
Policy Register
SecureLife Insurance Portfolio
Policy Count: 480 Active Clients
Motor Policy #MP-9941Premium Paid
Health Policy #HP-1120Due in 5 Days
MODULE / 06

Complaint & Service Request Software

Log, assign, and resolve customer complaints with SLA timers.

Log customer complaints from calls or WhatsApp, generate a unique ticket number, set job priority (High/Normal/Low), assign a technician, and track SLA resolution progress until job sign-off.

Real-World Example

A restaurant owner reports an AC cooling failure during lunch rush. Your office marks the ticket as 'High Priority SLA'. VoraCRM immediately pushes an emergency job alert to the nearest field technician's phone.

  • Auto-generated complaint ticket numbers
  • Real-time status updates (Open, Dispatched, Resolved)
  • Customer feedback and rating collection
Explore Field Service Software
Complaint Desk
Ticket #TICK-8021
Issue: RO Water Leakage & Low Pressure
Priority: High (2-Hour Resolution SLA)
Assigned Technician: Rahul Sharma (En Route)
MODULE / 07

Technician Management Software

Track attendance, live location, and job completion on Android.

Monitor your field staff in real-time. View daily attendance, active job status, customer signatures, and service photos uploaded directly from the technician mobile app.

  • Android app with 100% offline functionality
  • Digital customer signatures & job photos
  • Daily job completion and performance metrics
Download Technician APK
Technician Roster
Field Staff Overview
Active Crews: 8 Technicians
Rahul S. (Zone 1)Job #4 Completed
Amit K. (Zone 3)In Transit
MODULE / 08

Route Planning & Work Order Software

Map-based dispatch to sequence stops and save fuel costs.

Plot daily service stops on an interactive Google map. Sequence jobs by territory to cut travel time, lower fuel expenses, and allow technicians to complete 2 extra jobs every day.

  • GPS map-based route optimization
  • Sequence service visits by pincode/locality
  • Cut technician travel time by up to 30%
Explore Solar CRM
Route Dispatch
Daily Route: Malviya Nagar Zone
Optimized Distance: 18 km · 6 Stops
Stop 1: Sector 4 (RO Servicing) → Stop 2: Sector 7 (AC Repair)
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Inventory & Spare Parts Management

Track stock across main warehouse and technician service vans.

Know exactly how many filters, copper pipes, gas cylinders, or CCTV cables are in stock. Inventory updates automatically as technicians mark parts used on job cards.

  • Warehouse & technician van stock tracking
  • Automatic stock deduction upon job completion
  • Low stock reorder alerts
View Pricing Plans
Stock Register
Spare Parts Inventory
Warehouse: Main Hub
Sediment Filters140 Units
R32 AC Gas Cylinders12 Left (Low Stock)
MODULE / 10

Quotation Management Software

Create itemized estimates and convert approved quotes to jobs.

Generate professional PDF quotations with terms, GST calculations, and line items. Once approved by the customer, convert quotes into active work orders with 1 click.

  • Professional PDF quote generation
  • 1-Click quote to work order conversion
  • Send quotes directly on WhatsApp
Talk to Our Team
Estimate Generator
Quote #QT-2026-114
Client: GreenVent Solar Systems
Solar Cleaning AMC (Annual): ₹24,000
Status: Approved by Client → Work Order Generated
MODULE / 11

Invoice Management Software

Track billing, payment status, and pending balances.

Automatically convert completed job cards into customer bills. Monitor paid, partial, and unpaid invoices from a single dashboard.

  • Instant invoice creation from job cards
  • Track paid vs overdue balances
  • Automated payment reminder alerts
Explore Pricing
Billing Ledger
Invoice #INV-9022
Customer: CoolTech HVAC Services
Total Bill: ₹14,160 (Incl. 18% GST)
Payment Status: Paid via UPI
MODULE / 12

GST Billing Software

Built for Indian tax compliance with CGST, SGST, IGST calculations.

Generate 100% GST-compliant invoices with automatic state tax splitting, HSN/SAC code fields, and PDF exports ready for filing or sharing with your accountant.

  • Automatic CGST/SGST/IGST tax calculation
  • HSN/SAC code support for service industries
  • One-click PDF download & WhatsApp share
RO Service GST Billing
GST Invoice Preview
GST Bill Details
SAC Code: 998719 (Maintenance & Repair)
Base Amount₹10,000
CGST (9%) + SGST (9%)₹1,800
Total Invoice₹11,800
MODULE / 13

WhatsApp CRM & Automation

Send renewal alerts, job cards, and invoices without per-message API fees.

Connect directly with your customers on WhatsApp. Send automated AMC expiry reminders, technician arrival updates, and PDF bills directly from VoraCRM without third-party messaging charges.

  • Zero third-party WhatsApp gateway fees
  • Automated AMC renewal nudges & payment links
  • Direct PDF invoice sharing on WhatsApp
Explore WhatsApp CRM
WhatsApp Notification Log
Automated WhatsApp Alert
Recipient: +91 98290 12345
"Dear Valued Customer, your RO AMC Contract #AMC-1022 expires in 15 days. Click here to renew online via UPI: voracrm.in/pay/renew-1022"
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Reporting & Business Analytics

Real-time revenue dashboards, renewal rates, and technician KPIs.

Get a clear high-level view of your business operations. Track monthly revenue, renewal conversion percentages, technician job completion rates, and outstanding balances.

  • Real-time revenue & collection dashboards
  • AMC retention & renewal performance tracking
  • Technician job completion & SLA reports
Learn About VoraCRM
Analytics Overview
Monthly Business Metrics
Period: Current Month
AMC Renewal Rate94.2%
Jobs Completed On-Time98.5%
Frequently Asked Questions

Feature & Module FAQs

Everything you need to know about VoraCRM's service management features.

What is AMC Management Software?

AMC Management Software helps service businesses track Annual Maintenance Contracts, schedule preventive maintenance visits, assign field technicians, send automated WhatsApp renewal reminders, and generate GST bills.

Can I schedule preventive maintenance visits automatically?

Yes. VoraCRM lets you define service visit frequency (e.g., quarterly, half-yearly) for every AMC contract, automatically creating work orders for your team when a visit is due.

Can I send AMC renewal reminders automatically on WhatsApp?

Yes. VoraCRM sends automated WhatsApp messages and UPI payment links to your customers before their AMC contract or warranty expires.

Does the technician mobile app work without internet?

Yes. The VoraCRM technician Android app operates 100% offline, caching job cards, checklists, and customer signatures locally until internet connectivity is restored.

See All 14 Modules Working Together

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