CRM software for service companies, from service request to signed job sheet
Field service software developed in Romania and used in the UAE: maintenance contracts with self-scheduling PPM visits, dispatch with technician allocation, a phone app that works even without signal, van stock and on-the-spot payment. The licence is lifetime, and the number of technicians is unlimited.
The platform is not built for a single trade. Job types, checklists, job sheet templates and the parts catalogue are configured during implementation, and a company that does both HVAC and electrical work runs both in the same database.
Fire detectionSuppressionAlarmsAccess controlPeriodic inspections
Lifts and equipment
ElevatorsPeriodic maintenanceEquipment registerQR code on equipmentService history
IT and managed services
IT supportMSP contractsIncluded hoursTicketsSLA by priority
Cleaning and facility management
CleaningFacility managementTeams per siteRecurring rostersQuality control
Workflow
From service request to invoice, in 6 steps
Service software is only useful if it holds the job end to end. Each step leaves behind a document and a figure, and the next step starts from them.
1
Service request
The client calls, writes on WhatsApp, fills in the form or scans the QR code on the equipment. The request lands in one place, with the location and equipment already filled in.
2
Estimate with options
After inspection, the estimate goes out with two or three repair options. The client chooses and approves online, with no account and no phone calls.
3
Scheduling and dispatch
The dispatcher sees the board of technicians and days, moves a job with the mouse, and the platform warns about clashes and contract deadlines.
4
On-site job
The technician has the day’s schedule on the phone, checks in with GPS, works through the checklist, adds before and after photos and records the parts used.
5
Job sheet and payment
The client signs on the phone, the job sheet is generated on the spot and can be paid immediately, by link or QR code.
6
Invoicing and feedback
Parts and labour flow into the invoice automatically, with VAT calculated, and the client is asked for a review after the job is closed.
Modules and features
What you get in the Services CRM package
Zarina CRM Services is complete technical service software and maintenance CRM, developed in Romania, covering service contracts, technician dispatch, field jobs and invoicing. The list below describes the features in the current version of the platform. We do not include features still in development.
Contracts and subscriptions
Equipment covered, visit frequency and committed response times.
PPM visits generated automatically from the contract
What is included and what is billed separately
Renewal and recurring invoicing
Profitability of each contract
Dispatch and planning
A dispatch board for technicians: people and days, with drag-and-drop moves.
Warnings for clashes and deadlines
Map with job locations
Quick allocation to the right technician
Each technician’s schedule, up to date
The technician app
Installs on the phone as an app, without an app store, and works without signal.
The day’s schedule and GPS check-in
Checklists per job type
Before and after photos, straight from the field
The client’s signature closes the job
Job sheets
The document is done on the spot, not in the office at night.
Templates per job type and per trade
Parts used and time worked
Signed PDF, emailed to the client automatically
Archive per client, location and equipment
Estimates with options
Two or three solutions to the same problem.
Standard, recommended or extended
Online approval, with no client account
An approved estimate becomes a job
Revision history and comparison
Van stock
Every technician has their own warehouse.
Transfers from the central warehouse
Parts used on a job are deducted automatically
Minimum-level alerts and replenishment
Stock count per van
Equipment with QR codes
The history lives on the equipment, not in a folder.
QR code stuck on the equipment
The client scans and opens a service request
Every job, in order
Multiple locations for the same client
On-the-spot payment
The job is paid before the technician leaves.
Link or QR code on the job sheet
Card payment through Stripe
Receipt and automatic confirmation
Tracking of unpaid amounts
Client notifications
Clients no longer call to ask where the technician is.
Confirmation and reminder before the visit
Notice when the technician is on the way
Review request after closing
By email, SMS or WhatsApp
Invoicing and payments
The financial side starts from the job, not from Excel.
Invoice from a job or from a contract
VAT invoices issued from the platform
Recurring invoicing for subscriptions
Overdue amounts and payment reminders
Service reports
The indicators a maintenance company needs.
First-time fix rate
Response and resolution time
SLA compliance
Revenue per technician and margin per job
Included in every package
The sales and administrative side comes included.
Clients, locations, quotations and pipeline
Tasks, calendar and documents
Client portal
Time tracking, leave and staff files
Video tour · 12 minutes
Services CRM at work, on real screens
Everything you have read above, shown in the application: from the service request and the dispatch board to the signed service report and the invoice. Pick a chapter and jump straight to what you care about.
12:19 running time23 chaptersSubtitles in EnglishPublished on 10 November 2026
The features described on this page are included in the 3 packages and, from PRO, in the modules specific to your field. The full mapping, area by area, and the prices are on the pricing and packages page.
Included in every package
Clients, partners, leads, opportunities, dashboard, roles and permissions, custom fields, reminders, 15 languages. Part of every configuration, whatever packages you choose.
Three packages
The same in every edition: sales, invoicing, inventory, procurement, operations, service, support, omnichannel communication, marketing, integrations, AI, reports, HR. Only the ones you need are activated.
Modules for service companies
4 modules available only in this edition, included from the PRO package. They are added once, to any configuration.
The essential packages for this field
For service and field work, the packages that matter first are Service and jobs and Invoicing and payments. The rest are added as needs arise.
Field tools
Tools that exist only in service work
Every CRM has the sales side. The difference shows in what happens at the client’s site, in the field, where paperwork and parts usually get lost.
GPS check-in
The technician confirms arrival on site from the phone, with time and position recorded. The client sees when work actually started.
Working without signal
The app keeps everything on the phone — checklists, photos, parts, signature — and sends it automatically when the connection comes back.
Checklists per job type
A boiler service is nothing like a fire safety inspection. Each job type has its own steps, and nothing closes with unticked steps.
The signature closes the job
The client signs on screen, and the job sheet is generated and emailed before the technician reaches the van.
Van stock
A part used on a job is deducted from the technician’s warehouse and goes into the invoice, without anyone writing it down anywhere.
QR code on the equipment
The client scans the label and opens a request with the equipment and location already filled in, with its full history.
PPM visits that schedule themselves
From the contract, the platform generates visits on time and places them in dispatch, with a warning as the due date approaches.
Payment before leaving
A payment link or QR code is generated from the job sheet, and the job can be paid on the spot.
Modules and automations included
62 features, grouped into 6 work areas
Nothing is charged per technician: every activated module runs for the whole team, on your own server. The package is configured by module, according to what you actually use.
GPS check-inOffline workChecklistsBefore and after photosWork and travel timeParts usedClient signaturePDF job sheetTemplates per jobArchive per equipmentInstallable phone app
Money and invoicing
Estimates with optionsOnline approvalInvoice from a jobVAT invoicesOn-the-spot paymentLink and QR codeRecurring invoicingOverduesPayment remindersMargin per job
Stock, parts and equipment
Van stockWarehouse transfersAutomatic deductionMinimum-level alertsVan stock countParts catalogueEquipment registerQR codeMultiple locationsHistory per equipment
Client and reporting
Client portalRequests via QRAutomatic confirmationsOn-the-way noticeReview requestFirst-time fixResponse timeSLA complianceRevenue per technicianRecurring contract revenueDashboard per role
Automations for service CRM software
What runs on its own, after a single setup
Automations are switched on once, during implementation, and run on your company’s server. They are not charged per action and do not depend on an external service.
PPM visits schedule themselves
From every contract, the platform generates visits on time and places them in dispatch. Nobody has to remember what expires when.
Clients are informed without phone calls
Booking confirmation, a reminder before the visit and a notice when the technician leaves for the site, on the channel the client prefers.
Parts reach the invoice on their own
Whatever the technician uses on the job is deducted from van stock and added to the client’s invoice, with labour and travel.
The job sheet goes out automatically
After the client signs, the document is generated and emailed to the client and filed in the equipment archive.
An alert before the deadline is missed
When a request approaches the response time committed in the contract, the dispatcher gets the notification, not the client.
Reviews are requested automatically
A few hours after the job is closed, the client receives the feedback request, and the result goes into the per-technician report.
Where money leaks
What a service company loses without a system
Losses do not come from one big mistake, but from dozens of small things that never make it onto paper. The platform catches them at the source, in the field.
Parts fitted and never invoiced
The technician replaces a part, writes it on a slip and the slip gets lost. At invoicing time, nobody knows what was fitted.
In Zarina CRMThe part is recorded on the phone, deducted from van stock and added to the invoice.
Contract visits forgotten
The contract includes four visits a year. Two are done, the client notices and asks for money back or does not renew.
In Zarina CRMThe platform generates visits on time and warns before they fall due.
Unbilled call-outs
Two trips to the same client because the part was not in the van. The second trip goes unbilled, out of embarrassment.
In Zarina CRMTravel and work time are recorded automatically and visible on every job.
Illegible job sheets
Paper gets crumpled in the van, the signature cannot be read, and when the client disputes the job you have nothing to show.
In Zarina CRMThe job sheet is done on the phone, with photos and a signature, and stays in the equipment archive.
Deadlines missed without anyone knowing
You only find out you missed the response time when an angry client calls.
In Zarina CRMAn alert to the dispatcher before the deadline, not after.
Contracts that lose money
An annual contract with too many included call-outs can run at a loss without anyone noticing.
In Zarina CRMEvery contract has its revenue and cost, with the margin up to date.
Connected ecosystem
Integrations and automations in service CRM software
Native international integrations: on-the-spot payments, client communication, calendar, campaigns and productivity. Each integration runs on your company’s own accounts with the respective providers.
We prefer to say from the start what the platform does not do. A project that starts with the right expectations ends well far more often than one that starts with promises.
Automatic route optimisation is not implementedThe dispatcher allocates jobs manually, helped by the map and the clash warnings. The platform does not calculate the optimal daily route for each technician on its own.
Notifications need your company’s accountsSMS and WhatsApp messages are sent from your accounts with the providers. We connect them during installation, but the cost of messages stays between your company and the provider.
The field app needs company phonesGPS check-in, photos and signatures work on the technicians’ phones. If your people have no work phones or refuse location sharing, the job sheet is done in the office, and part of the benefit is lost.
Data is accurate if it is entered in the fieldFirst-time fix and margin-per-job reports depend on what the technician records. The platform makes recording easier and flags gaps, but it does not invent data that is never entered.
Artificial intelligence does not decide for youAI helps with sales texts, job summaries and replies to clients, on your company’s own key. It does not decide technical solutions and does not replace the check of a qualified technician.
The platform runs on your company’s serverInstallation is done on your hosting, and client and job data stays there. Responsibility for backups lies with your company, following the procedure we agree on during implementation.
Where you are today
If service is currently run from WhatsApp, Excel and paper
It is not a question of tidiness but of volume: once the company has more than two or three technicians in the field, the information no longer fits in a WhatsApp group and a spreadsheet.
The day’s schedule is sent on WhatsApp
The dispatcher messages each technician where to go. If something changes, five more messages follow and still nobody knows the final version.
In Zarina CRMEach technician has their own schedule in the app, updated in real time from dispatch.
Contracts sit in a folder
Nobody can quickly say what equipment the contract covers, how many visits are left and what is included in the price.
In Zarina CRMThe contract holds its equipment, visits and deadlines in the app, with alerts before they fall due.
Job sheets pile up weekly
Technicians bring the paper in on Friday, someone types it in on Monday, and invoices go out two weeks later.
In Zarina CRMThe job sheet is signed on the phone and the invoice can go out the same day.
Parts stock is a guess
Every van has something in the back, but nobody knows exactly what. The same parts get bought twice.
In Zarina CRMEvery technician has their own warehouse in the system, with automatic deduction per job.
Clients call to ask where the technician is
These calls eat up the dispatcher’s time and bring in no money.
In Zarina CRMThe client automatically receives the confirmation, the reminder and the on-the-way notice.
You do not know which job made a profit
At the end of the month you have a total figure, but you do not know which contract or which type of job is costing you money.
In Zarina CRMEvery job and every contract has its own revenue, cost and margin.
Cost over time
Monthly subscription or lifetime licence
The difference does not show in the first month, but in the third year. The calculator below does the maths on your company’s figures.
The per-technician subscription never stops
At 12 technicians and $40 a month each, a subscription platform means $5,760 a year, every year, however many jobs you do.
The lifetime licence is paid once
The package is paid at installation, technicians are unlimited, and the cost does not rise when you hire two more people for the field.
Your data stays with you
The application sits on your company’s server. If you stop working with us tomorrow, contracts, jobs and job sheets stay exactly where they are.
Cost calculator
What it costs you NOT to have Zarina CRM
A monthly per-user subscription never stops: you pay it every month, it grows with every new employee and, at the end, you are left with nothing. The lifetime licence is paid once. Move the two sliders to your team’s real size and see the difference over 36 months.
If you pay a flat subscription, divide the monthly amount by the number of users. If you do not use a system yet, leave the default values: they are typical cloud platform rates.
Monthly subscription, 36 months—
Zarina CRM lifetime licence$3,480
What you lose over three years with the subscription
—
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The calculation covers the licence only, not hosting. The licence price does not change when you add users. At the end, the licence remains an asset of the company.
The platform is activated by module, not as a single edition
You pay for what you use, once: the licence is for life, not per month. You choose one of the 3 packages; moving to a larger one later needs no reinstallation and no data migration.
The platform base
Mandatory in every configuration: users and roles, clients, locations, sales pipeline, custom fields and reminders.
Board of technicians and days, map, clash and deadline warnings.
The field app
The day’s schedule, GPS check-in, checklists, photos, signature and offline work.
Estimates and quotations
Solution options, online approval and conversion into a job.
Stock and equipment
Van stock, transfers, parts catalogue, equipment register and QR codes.
Finance
VAT invoicing, on-the-spot payments, subscriptions and overdue tracking.
Integrations and automations
API, webhooks, WhatsApp, SMS, email, Zapier and Make, plus the internal automations.
Implementation
What you get when you sign the contract
Implementation does not mean a link and a password. It means a platform that works the way your company works, with your people trained on it.
Installation on your server
We put the application on your company’s hosting, with a certificate, backups and email accounts configured.
Configuration for your type of service
We adapt job types, checklists, job sheet templates and the parts catalogue to your trade.
Data import
We bring in clients, locations, equipment and running contracts from the files you have now.
Team training
Separate sessions for dispatch, for technicians and for management, on your company’s real data.
Warranty and fixes
Anything that does not work as agreed is fixed during the warranty period, at no extra cost.
The code stays with you
The application and the database are on your company’s server. There is no lock-in and no dependence on a subscription.
Fit
A CRM built for service companies
We also say plainly when we are not the right solution. An implementation that does not fit costs more than a lost sale.
It is right for
Service and maintenance companies with 3–100 technicians in the field, with contracts that include periodic visits, that issue job sheets and invoice parts and labour. HVAC, district cooling, MEP, fire safety, lifts, security, IT or facility management.
It is also right for
Companies that want to know the margin on every job and every contract, that lose time on paperwork and client phone calls, or that forget contract visits and unbilled parts.
It is not right for
A tradesperson working alone, with a few jobs a month and no maintenance contracts, has nothing to recover from a platform like this. Nor is it for a company whose first need is automatic route optimisation.
Zarina CRM clients
What service companies working on the platform say
Four service companies in Romania, from car service and translation to events and bookings, each with a different type of job and the same platform. Reviews are translated from Romanian.
★★★★★
Our tyre hotel service is integrated with the inventory catalogue. Automatic reminders help us call customers proactively at the change of season, fully optimising the workshop schedule.
Cristian ColotinFounderMoldo Garage SRL · automotive and service
★★★★★
Allocating projects to translators is now fully traceable. Requests from the website become leads instantly, PDF quotations are tracked when opened, and clients receive automatic communication.
Ciobanu LaurențiuGeneral ManagerAxa Traduceri Iași SRL · professional services
★★★★★
Zarina CRM organised our medical conference management workflows down to the last detail. We centralise thousands of attendees, corporate partners and sponsors in a clean pipeline, monitoring payments and granting access automatically.
Birthday bookings and group appointments are organised asynchronously right on the calendar. Automatic push sync sends the data to operators’ phones in real time, eliminating double bookings.
Ciprian PopaFounderZuzu Land · education and events
CRM implementations
Companies that have trusted Zarina CRM
SICC Project Services
Metod Sistem
Lapis Residence
Onyx Residence
Iași Clinical Hospital of Pulmonology
Regional Office for Cross-Border Cooperation
Arpa Imobiliare
Rubin Capital
Hotel Palas Grand View
Grey Boutique Hotel Palas
Bucovina Resort & Spa
HighLife Events
PavMar Beton
Clinica Lauderma
Axa Traduceri
AFQ Accounting
Moldo Garage
Zuzu Land
Ziarul Unirea
Meat Me Up Belgium
Joues et Croquettes Belgium
Lapis Residence
Onyx Residence
Iași Clinical Hospital of Pulmonology
Regional Office for Cross-Border Cooperation
Arpa Imobiliare
Rubin Capital
Hotel Palas Grand View
Grey Boutique Hotel Palas
Bucovina Resort & Spa
HighLife Events
PavMar Beton
Clinica Lauderma
Axa Traduceri
AFQ Accounting
Moldo Garage
Zuzu Land
Ziarul Unirea
Meat Me Up Belgium
Joues et Croquettes Belgium
Lapis Residence
Onyx Residence
Iași Clinical Hospital of Pulmonology
Regional Office for Cross-Border Cooperation
Arpa Imobiliare
Rubin Capital
Hotel Palas Grand View
Grey Boutique Hotel Palas
Bucovina Resort & Spa
HighLife Events
Lapis Residence
Onyx Residence
Iași Clinical Hospital of Pulmonology
Regional Office for Cross-Border Cooperation
Arpa Imobiliare
Rubin Capital
Hotel Palas Grand View
Grey Boutique Hotel Palas
Bucovina Resort & Spa
HighLife Events
PavMar Beton
Clinica Lauderma
Axa Traduceri
AFQ Accounting
Moldo Garage
Zuzu Land
Ziarul Unirea
Meat Me Up Belgium
Joues et Croquettes Belgium
PavMar Beton
Clinica Lauderma
Axa Traduceri
AFQ Accounting
Moldo Garage
Zuzu Land
Ziarul Unirea
Meat Me Up Belgium
Joues et Croquettes Belgium
Frequently asked questions
Questions about service CRM software
What does it mean that the technician app works offline?
The day’s schedule, checklists, photos, parts used and the client’s signature are stored on the phone even when there is no signal. When the phone is back in coverage, everything is sent to the platform automatically, with the time and position of the moment it was recorded, not of the sync.
How are contract visits scheduled?
The contract defines the equipment covered and the visit frequency. The platform generates the jobs on time and places them in dispatch, with a warning before they fall due. Nobody has to remember what expires when.
Can a technician close a job without the client’s signature?
The default rule is that the client’s signature closes the job. It can be configured differently during implementation, but we recommend keeping it, because the signed job sheet is the only proof when a client disputes the work.
How do parts get onto the invoice?
Each technician has their own warehouse in the system, stocked by transfer from the central warehouse. A part recorded on a job is deducted from van stock and added to the client’s invoice, together with labour and travel.
What is an estimate with options?
For the same problem you send two or three solutions, for example repair, repair with new parts or replacement. The client chooses and approves online, without an account, and the approved option becomes a scheduled job.
Can clients open a service request themselves?
Yes. Through the client portal or by scanning the QR code on the equipment. In the second case, the request arrives with the equipment, location and history already filled in.
Can payment be taken on the spot, at the client’s site?
Yes. A payment link or QR code is generated from the job sheet or the invoice, through Stripe. The client pays by card, and the payment appears in the platform immediately.
Does the platform optimise technicians’ routes?
No. The dispatcher allocates jobs manually, helped by the map, each technician’s schedule and the clash warnings. Automatic optimal route calculation is not implemented and we do not promise it.
How long does implementation take?
Usually between two and six weeks, depending on the number of job types configured, the volume of data imported and the integrations requested. Running contracts can be brought in with their equipment and the visits already done.
Which server does it run on, and who owns the data?
On your company’s hosting, not ours. Clients, contracts, job sheets and photos stay there, and the licence is lifetime: if you stop working with us entirely, the application keeps running.
The same platform
Other CRM configurations for different activities
The base is the same. What changes are the active modules, the terms and the templates, depending on what the company does.
Hosting options, server requirements, data protection and security responsibilities. CRM on your own server
How implementation works
Workflow audit, configuration, data migration and role-based training, included in the price. CRM implementation
Product sheet
Get the complete product sheet by email
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
All the modules of the platform and the package that includes each one
The features and modules of the edition you choose, plus available integrations
Full pricing and what it includes: installation, training, data import, warranty
The native integrations available and the situations where the platform is not a good fit
No monthly subscription
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.
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Stripe
PayPal
Wafeq
Zoho Books
ClearTax
TallyPrime
Messenger
Instagram
Google Calendar
Google Sheets
Google Forms
Zapier
Make
Wafeq
Zoho Books
ClearTax
TallyPrime
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