Follow through on each aircon enquiry
Keep the customer’s heating and cooling request, conversation history and next action visible instead of passing context between disconnected tools.
Air conditioning CRM
Keep air conditioning sales, customer follow-up and delivery in one workspace.
ArcSolar now supports air conditioning businesses, including reverse-cycle heating and cooling. Keep the customer enquiry, assessment follow-up and installation coordination connected alongside your solar, battery, hot water and EV charging work.
Book a workflow demoGive sales and operations the same customer context, with a clear next action before and after the assessment.
ArcSolar / Customer records
ArcSolar customer records workspace shown. Category setup and the controls available to your team are reviewed during the demo.
What changes
Replace a broken handoff with a connected workflow.
Resolve scope before the handover
Retain the rooms to be served, replacement requirements and outstanding assessment questions with the customer. Give each missing decision an owner.
Coordinate the installer with context
Prepare field work with the site, available documents, access notes and responsible installer, so operations knows what remains unresolved.
How it works
One record through the work that matters.
The workflow is configured around the retailer rather than forcing the team into a generic software template.
- 1
Capture the heating and cooling need
Confirm the customer and property, the spaces to be served and whether the request is a replacement or an addition.
- 2
Follow up on the assessed scope
Have the responsible specialist confirm sizing and installation requirements. Keep any provider incentive assessment separate from the customer’s initial request.
- 3
Carry the context into delivery
Review the work order, installer, site documents and outstanding readiness conditions before confirming the visit.
Questions
What retailers and installers ask about air conditioning.
Does ArcSolar support air conditioning businesses now?
Yes. Air conditioning is a supported ArcSolar business category now, including reverse-cycle heating and cooling businesses. Connect customer management, sales follow-up and field coordination in one platform.
Can we manage aircon alongside our other energy upgrade work?
Yes. ArcSolar supports air conditioning, heat pump hot water, EV chargers, solar and batteries. Your team can retain the customer conversation and next action in the same platform as the business expands.
Does ArcSolar calculate heating and cooling loads or approve rebates?
The heating and cooling specialist remains responsible for sizing and system suitability. Any rebate or discount must be confirmed through the relevant provider and scheme. ArcSolar supports the business handover; a software status does not establish engineering suitability or government approval.
How do we evaluate the aircon workflow?
Bring a representative enquiry and the process your sales and installation teams use today. In a demo, review the customer record, next action, site requirements and installer handover with the controls available to your team.
Related solutions
Continue through the connected workflow.
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