The fault call stays on the phone, and nobody holds the service history.

Rocketly is a CRM layer for customer communication and the service call process: fault and install requests attach to the customer and unit record, surveys and appointments are scheduled, quotes and approval status are tracked, and maintenance terms are followed. It does not replace the manufacturer authorised-service portal, your parts supply system or your accounting software; it runs alongside them as the request and communication layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, the web service form, email, Instagram DM and the chat widget appear in the same inbox, and phone traffic comes through the AloTech or Bulutfon switchboard connection. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

Address, unit brand, model, capacity and install date sit on the customer record as custom fields, and every service visit is written into the record history. On the second call the technician can see which part was replaced, what was found last time and when the last visit happened. A different technician visiting the same address works from the same information.

The contracts module holds maintenance scope, how many visits the term includes, and the start and end dates. Your firm defines the scope terms and which work is included in its own document; Rocketly tracks those dates, the visit history and the renewal task. As the term end approaches, a task opens for the responsible owner and the customer joins a renewal segment.

You open a dedicated stage for parts-waiting calls, holding which job needs which part, when it was ordered from the supplier and who owns it. A status-update task opens at the interval you choose and a customer update is drafted. Supply lead time depends on your supplier; Rocketly does not promise that timing, it keeps the job visible until the part lands.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build autumn boiler reminders, spring air-conditioning reminders, agreement renewal follow-up and second contact for silent customers on that structure, using your own calendar. Your team edits the message and decides when it goes out.

No. Rocketly does not run GPS or location tracking for field staff and does not keep timesheets. The work is followed through tasks, appointment times and job status: which call is assigned to which technician, when the visit is booked and which stage the job sits in. If you need location tracking, your existing field solution keeps running in parallel.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, address and custom fields such as unit brand and install date. Checking the mapping with a sample file before the full import is recommended so address and unit fields do not land in the wrong column.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows, the switchboard connection and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. A small service team can start with the shared inbox and the service board and expand later.