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Montiq for service companies

Paperless service: a report on the phone, equipment with QR labels, inspection reminders and customer contracts.

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What Montiq helps you with

Reports without paper

The technician fills in the report on their phone, the customer signs with a finger and the PDF arrives by e-mail from the technician’s mailbox.

Equipment and history

Every unit has a QR label and a history of visits. Scan it and the technician sees what has been done there.

Nothing gets forgotten

Certificates, equipment inspections and contracts remind you by themselves as tasks with the right deadline.

What a typical day looks like

The technician has today’s call-outs on their phone.

They scan the equipment’s QR label and see its history.

They fill in the report, the customer signs and the PDF goes out by e-mail.

The system reminds you of the next inspection and the end of the contract.

Features you will use here

Click a feature to see its description.

Service module

Service reports signed by the customer with a finger, an equipment register with QR labels, F-gas leak checks and contracts.

Tasks and calendar

Attach tasks to a job note — each with a “work on from” date and a deadline.

Phone app

Montiq runs in the browser and can be installed as an app on the home screen of your phone and computer — no app store needed.

Work scheduler

A weekly plan of crews: who is on which job on which day. Jobs have their own colours, so you see the plan at a glance.

E-mail (Outlook) in the system

Connect your Outlook mailbox and you can see and send messages about customers and jobs right from the system.

Change log and data export

The system records who changed what and when, and you can download all your data in Excel together with the files at any time.

Want to see Montiq on your own jobs?

Write to us. We will show you how it would work for you and help you move away from Excel.

Book a demo
Available in all plans

Jobs and customers

A job travels the whole way from sales through installation to service, and it is always clear who is responsible for it right now.

What it is for

Nobody has to hunt for the right spreadsheet or e-mail. Notes, tasks, files, invoices and hours are all on one card.

What you will find

Available in all plans

Quotes

Build a quote from line items right in the job, or upload a finished PDF and the system reads the amount from it.

What it is for

You know what you offered to whom and at what price, and when evaluating a job you compare it with the real costs.

What you will find

Available in all plans

Work scheduler

A weekly plan of crews: who is on which job on which day. Jobs have their own colours, so you see the plan at a glance.

What it is for

Phone calls and paper schedules disappear. A fitter opens the plan on their phone and the manager sees straight away who is free.

What you will find

Available in all plans

Time tracking on mobile

Everyone clocks in and out on their phone with a single tap. A forgotten clock-out can be corrected.

What it is for

Hours stop being written on paper and nobody has to chase them at the end of the month. From time tracking and the plan they are credited to the right job by themselves.

What you will find

Available in all plans

Tasks and calendar

Attach tasks to a job note — each with a “work on from” date and a deadline.

What it is for

Nothing gets forgotten: a service technician plans to order the part, pick it up and replace it at the customer’s, and the system reminds them in time.

What you will find

Available in all plans

Phone app

Montiq runs in the browser and can be installed as an app on the home screen of your phone and computer — no app store needed.

What it is for

One app for everyone. A fitter has it in their pocket on site, the office has it on a computer, and everybody works with the same data.

What you will find

Available in all plans

Permissions per person

Everyone sees only what concerns them. The role sets the basis and you can adjust it for an individual.

What it is for

A fitter does not see money, a salesperson sees only their jobs, and the owner sees the whole company. It is not just a hidden button — the server does not send that data at all.

What you will find

Available from plan Pro

Stock

Stock divided into groups (fittings, insulation, pipes…) with sizes, quantities and minimums.

What it is for

You see what you have, what is running out and who took what. Issues go straight to a job, so the material counts towards its costs.

What you will find

Available from plan Pro

Tool tracking

Every tool has its own card: who has it, since when, what condition it is in and whether it is company-owned or bought by an employee.

What it is for

No more arguing about who has the drill. The handover history shows where a tool got lost, and employees see in their own card what they are responsible for.

What you will find

Available from plan Pro

Cash desk and receipts

A company cash desk and an account for every employee: who received cash, how much they returned and how much they spent on receipts.

What it is for

No more slips in pockets and confusion at the end of the month. Photograph a receipt and assign it to a job, and it counts towards its costs.

What you will find

Available from plan Pro

Invoices

Received and issued invoices in one place. From an uploaded PDF the system reads the number, amount, dates and company ID, and you just check it.

What it is for

Less retyping and clear responsibility: whoever initiated an invoice also makes sure the customer pays it.

What you will find

Available from plan Pro

Company expenses

Company costs that do not belong to one job — rent, energy, insurance, vehicles — by month and category.

What it is for

You see how much the company spends “around” its jobs, and you know how much jobs have to earn to make it worthwhile.

What you will find

Available from plan Pro

Payroll and costs

Hourly pay or a fixed daily rate, weekend and holiday supplements and absences according to your rules.

What it is for

In a few clicks you know what each employee should receive and how much labour cost on each job.

What you will find

Available from plan Pro

Profitability and statistics

The quote against the cost of labour, material and receipts. You know which job earns and which one costs money.

What it is for

You see the profitability of a job straight away, not months after the invoice. For future quotes you know what price makes the work worthwhile.

What you will find

Available from plan Expert

Service module

Service reports signed by the customer with a finger, an equipment register with QR labels, F-gas leak checks and contracts.

What it is for

The technician fills in the report on site on their phone, the customer signs it and the PDF arrives by e-mail. The system itself reminds you of the next inspection and the end of a contract.

What you will find

Available from plan Expert

AI planning assistant

Write to it in plain words what you want and the assistant proposes a change in the schedule, a new task or a note. It knows your employees, customers, jobs and the scheduler.

What it is for

Planning and note-taking done in a moment. Nothing is saved without your confirmation — you always have the last word.

What you will find

Available from plan Expert

E-mail (Outlook) in the system

Connect your Outlook mailbox and you can see and send messages about customers and jobs right from the system.

What it is for

Communication with a customer does not get lost in individual mailboxes, and reports are sent from the technician’s own e-mail.

What you will find

Available from plan Expert

Change log and data export

The system records who changed what and when, and you can download all your data in Excel together with the files at any time.

What it is for

You know who changed an amount or hours, and the data stays yours — we do not lock you in.

What you will find