CRM for maintenance contractors.Win the AMC. Win the renewal.
Rekozo is the sales CRM for HVAC, MEP, fire safety and facilities teams. Quote each annual maintenance contract with its visits and its cost. Every signed contract becomes a renewal with its end date.
Bring a renewal list like this to the demo. We will load your contracts with their end dates.
Book a demoA pipeline built for service contracts.
The Service and maintenance pack creates these stages. A customer who cancels is kept out of your win rate.
ProductServiceSupplierSubcontractor
Stage automation
A signed contract sets up its own follow-ups.
When a deal enters Contract signed, Rekozo books the first visit as a follow-up, tells Operations and sends the customer a WhatsApp template. Each rule shows how often it ran.
One AMC, from the quote to the renewal quote.
Follow the chiller contract for Deira Grand Hotel through a year in Rekozo.Follow the chiller contract for Whitefield Grand Hotel through a year in Rekozo.
01Contract quote
Quote the contract with its visits.
The Service and maintenance pack adds visit frequency and response time. Subcontractor cost sits on each line, so the margin shows before you send.
You see the margin of the whole contract before the hotel sees the price. A thin line, such as the refrigerant work your subcontractor does, is easy to see. Your team can correct the price before the contract is signed, not after.
02Payment schedule
Signed. Four quarterly payments.
Contract signed moves the deal to Won. Split the contract into quarters, log the date the hotel says it will pay, and mark each quarter paid.
A contract paid by quarter is four amounts to collect. Rekozo keeps each quarter with its own date and its own state: paid, expected or due. Sales and accounts look at the same list, so nobody chases a quarter that is already paid.
03Ask Imsa
Ask which contracts run out next.
Ask Imsa a question in plain words. The answer comes from your own contracts and figures.
You do not need to build a report to find the contracts that end soon. Ask the question in your own words, and Imsa answers from the contracts in Rekozo. The rep can then start the renewal the same morning.
04Renewal quote
The renewal quote starts from the original sale.
Start the renewal from the won contract. The lines and last year's prices are already there, so you change only what changed.
Nobody types last year's contract again. The renewal quote copies the lines with last year's prices, so the customer sees exactly what changed. The renewal follows the same margin rule and approval as a new sale.
Where Rekozo stops
Rekozo sells the contract. Your service system runs the visits.
Technicians and job cards stay in your field service tool. The invoice reference and each payment come to Rekozo.
- Rekozo does not schedule technicians or visits.
Stays in your systems
Field service tool
- Technician dispatch and job cards
- Spare parts and site visits
Accounts system
- Invoices, VAT and the booksInvoices, GST and the books
Kept in Rekozo
- The contract quote, its visits and its margin
- Quarterly payments and expected payments
- The renewal date and the renewal quote
- Q-2026-0611
- Deira Grand HotelWhitefield Grand Hotel
- Invoice recorded
- INV-2027-0042
- Amount
- AED 16,931.25INR 4,27,632.00
- Invoice date
- 20 Jan
- Next
- Quarter 2 expected 15 Apr
How it works in your business
A hotel in Dubai asks for a chiller maintenance contract. Here is the year in Rekozo, step by step.A hotel in Bengaluru asks for a chiller maintenance contract. Here is the year in Rekozo, step by step.
The enquiry becomes a deal
The facilities manager of Deira Grand Hotel emails about the chiller plant. The email is saved on the customer in Rekozo. Your sales engineer opens a deal and logs the site visit.The facilities manager of Whitefield Grand Hotel emails about the chiller plant. The email is saved on the customer in Rekozo. Your sales engineer opens a deal and logs the site visit.
The contract is priced with its cost
The quote lists twelve preventive visits, water treatment, emergency cover and the refrigerant work of your subcontractor. Each line carries its cost. The margin is 31.8%, above your 25% rule, so the quote is ready to send.
Signed, then paid by quarter
The hotel signs, and the deal moves to Contract signed. Your stage automation creates a task for the first visit and tells the operations team. The contract is split into four quarterly payments of AED 16,931.25.The hotel signs, and the deal moves to Contract signed. Your stage automation creates a task for the first visit and tells the operations team. The contract is split into four quarterly payments of INR 4,27,632.00.
The renewal is ready before the end date
Renewal reminders arrive before the contract end date, in the app and by email. The rep starts the renewal quote from the original sale and changes only the prices that moved.
Questions buyers ask
- What is an AMC sales CRM?
- A CRM for selling and renewing annual maintenance contracts. Rekozo tracks the enquiry, the contract quote with its cost and margin, the signed contract and the renewal date.
- Can Rekozo remind us before a contract runs out?
- Yes. Renewal reminders arrive in the app and by email. The renewal quote starts from the original sale, so the lines and prices are already there.
- Can one customer have several sites?
- Yes. A customer holds its contacts and its sites. The Service and maintenance pack adds a site reference field.
- Does Rekozo schedule technicians?
- No. Technician dispatch and job cards stay in your field service tool. Rekozo manages the sale and the renewal.
- Can our sales team see the subcontractor cost?
- Only if you give them the permission. Seeing cost is a permission on each role. A rep without the permission receives no cost, profit or margin from the server, so the subcontractor price never reaches the screen. A manager with the permission sees the cost and the margin.
- What happens when a customer pays a quarter late?
- Log the date the customer says they will pay as an expected payment. With WhatsApp connected, Rekozo can send your payment reminder template 3 days before that date. When the date passes, the customer shows in Receivables and in Chase today, so accounts know who to call first.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
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