AxisIQ for field service and AMC businesses

AxisIQ runs AMC and field service: equipment by serial, AMC contracts and PM visits, SLA complaints, job cards with parts, van stock and GST invoices.

AxisIQ is the operations system for installation, repair and AMC businesses in India — AC and HVAC service, rooftop solar, RO purifiers, lifts, fire alarms, CCTV and DG sets. In one live workspace it holds your customers and their sites, every piece of equipment you service with its serial number and warranty, AMC contracts with their preventive maintenance (PM) visits, complaints with an SLA clock, technician job cards with the parts fitted, spares in the store and in each van, OEM warranty claims, quotations and GST invoices. The Field Service & AMC template builds all of it at signup, and Ask Axis, the built-in assistant, then reshapes it around how your service business actually works.

The work this replaces

Complaints arrive on the office landline, on the owner's WhatsApp and through the dealer who sold the unit. They go into a register or a Google Sheet and the address is forwarded to a technician on WhatsApp; whether the job got done is learned when the customer calls again. AMC renewal dates sit in a spreadsheet nobody opens until a customer asks where the PM visit went. Van stock is whatever the technician says it is. A compressor that failed in warranty is replaced from your own stock and never claimed. At month end, accounts sorts chargeable visits from job slips into Tally.

The cost: breached SLAs, missed PM visits, lost renewals and spares never billed or claimed.

What the Field Service & AMC template sets up

Seven apps and nineteen record types, plus three extra fields on the built-in invoice:

The built-in Invoice gains an Invoice type, an AMC contract link and a Service request link. Alongside the types, the template creates:

• Auto-numbering — tickets SR-2610-00042, job cards JC-2026-00118, quotations QT-2610-0007, contracts AMC-2026-0031, issued as each record is created.
• Technician dispatch — a work queue over service requests with stages New → Assigned → On site → Done; every new request enters it on its own.
• Two forms — Raise a service request (asset tag, problem, your name, mobile, address) for a QR sticker on each unit, and Book an installation. Both are built and published; they go live on the open internet once the owner grants public access.
• Two PDF layouts — a Job card / service report the customer signs off and a Quotation, generated from the record and saved to Drive.

The links matter. Equipment sits under a Site and Customer; a Service request names the equipment and contract, so whoever picks it up sees whether the unit is under AMC, OEM warranty or chargeable. A Job card points at the complaint or PM visit it fulfils, and a Warranty claim at the equipment, part and job card.

How a week runs in it

Complaints come in. The coordinator logs each call as a Service request with its channel and SLA due time. Customers can also scan the sticker and fill Raise a service request; the request arrives with caller name, phone, address and asset tag, and the coordinator links it to the customer and equipment — a public form never offers lookups into your customer list.

Technicians are dispatched. Every new request lands in Technician dispatch; the coordinator assigns a technician by skill and zone, moves it to Assigned and opens a Job card. In their phone browser technicians move the job card to on site, note check-in, check-out and work done, add spares as Part used lines and record the customer sign-off.

The job closes itself. When a breakdown job card is completed, a flow resolves the complaint. If the technician marks it needs revisit instead, the complaint reopens and is recorded as not fixed on the first visit, which feeds First-time fix %.

PM visits happen on schedule. Every contract's visits sit as PM visit due rows with due dates. A completed preventive job card marks its visit done; a missed visit is a status, not a surprise at renewal.

Spares move. The stores in-charge issues stock to vans as Stock transfers, keeps Stock levels per location and restocks on a Purchase order. A part that failed under OEM warranty becomes a Warranty claim, tracked until the manufacturer credits it.

Renewals are sold. When a contract is marked expiring, a draft renewal quotation is created for the same customer and site; the AMC & sales executive prices it and sends it from the Quotation PDF layout.

Money comes in. Accounts raises AMC and service invoices linked to the contract or the request and sends a payment link — UPI, card or netbanking through your own Razorpay account. A paid link comes back as a payment record; the ledger stays balanced for your CA.

Automations included

Five flows, all switched on:

• Completed visit resolves the complaint — a completed breakdown job card moves its service request to resolved.
• Revisit counts against first-time fix — a job card marked needs revisit reopens its complaint and records that it was not fixed on the first visit.
• Completed PM visit closes the schedule — a completed preventive job card marks the PM visit it fulfils as done.
• Critical complaint marks the equipment down — a critical-priority complaint flags its equipment as down so everyone sees it.
• Expiring AMC gets a renewal quote — an AMC contract marked expiring gets a draft renewal quotation for the same customer and site.

Open, edit or switch any of them off in Automation.

Roles

• Service coordinator — logs complaints, dispatches technicians, plans PM visits and keeps SLAs.
• Field technician — attends visits, fills job cards, records parts used and gets customer sign-off.
• AMC & sales executive — sells and renews AMCs, quotes repairs and installations, owns customer relationships.
• Stores in-charge — runs the spares store and van stock, purchasing and OEM warranty claims.
• Accounts — raises AMC and service invoices, records collections and keeps the books.

Hidden fields (say, unit cost) vanish everywhere — records, exports, reports and PDFs. See permissions.

Your home dashboard

Service overview opens with Service revenue, AMC value booked, Open complaints and SLA breached; then two charts, Complaints logged by day and Complaints by type over 90 days; then the day's numbers — Visits today, First-time fix %, AMCs up for renewal (30 days) and Renewal value at stake; and two working tables, Overdue complaints and Visits scheduled today. Every widget is a SQL query over your own records, so you can change one or add your own in Analytics.

Platform apps that come switched on

• Calendar — booking pages where a customer picks a free slot for an installation or paid visit.
• Forms — Raise a service request and Book an installation, both filing into service requests.
• Messaging — visit confirmations and renewal reminders by email, SMS or WhatsApp through your own provider account.
• Invoices & Payments — Razorpay payment links for AMC fees and chargeable repairs.
• Work Queues — Technician dispatch; add a barcode station if units come into a workshop.
• PDF templates — the job card and quotation layouts; Accounting ledger, Sheets, Knowledge Base (service manuals, error codes) and Functions.

Switched off: In-Store Checkout, Marketplaces, Content Studio and Web Campaigns — a service business rarely needs a shop counter, a Shopify store or ad campaigns on day one. Turn any of them on in Settings → Apps.

Make it yours

After signup Ask Axis asks what is different about your business, and you answer in plain words:

• "Add a lift service department with its own complaint types and a monthly PM schedule."
• "Mark AMC contracts expiring automatically 30 days before the renewal due date."
• "Add a dashboard table of warranty claims pending more than 45 days."
• "When a service request is resolved, send the customer a WhatsApp feedback message."

Ask Axis makes each change in your live workspace under your permissions and asks before anything destructive. Example data — seven technicians, 28 pieces of equipment, thirteen AMC contracts and weeks of complaints and job cards — makes the dashboard readable on day one. It never fires the automations, and Settings → Industry template → Clear example data removes only those rows, leaving yours. Started blank? A template can still be applied from Settings while the workspace is empty. See Ask Axis and the AI workspace builder.

What AxisIQ doesn't do

• No technician mobile app, GPS tracking or route optimisation. Technicians use the AxisIQ web app in their phone browser; AxisIQ tracks the job, not the van, and the coordinator plans the route.
• No offline mode. In a basement plant room without signal, the technician updates the job card on the way out.
• No signature pad. Customer sign-off is a field on the job card (signature, OTP verified, refused) that the technician sets — not a signature captured on screen.
• PDF layouts show the record's own fields — they cannot list line items yet, so parts used and quote lines aren't itemised on the PDF.
• No GST return filing, e-invoicing (IRN) or e-way bills, no Tally sync or export, and no payroll. Invoices carry GST and the ledger balances; your CA files from there.
• Customer messages go through your own provider — your SMS or WhatsApp Business account and its approved templates.

Sub-verticals

• AC and HVAC service companies — split, VRF and chiller AMCs, SLA complaints, van stock and OEM warranty claims.
• Rooftop solar installers — inverters and panels by serial, O&M contracts, cleaning schedules and installation quotes.
• RO and water purifier service — high-volume home complaints, filter-change schedules and AMC renewals with renewal quotes.

More industries at /industries.

FAQ

What is the best field service management software in India for an AMC business? One that keeps equipment, AMC contracts, PM visits, complaints, job cards, spares and invoices linked. AxisIQ sets that up at signup, with five flows and a service dashboard.

Can AxisIQ track SLAs on complaints? Yes. Every service request has an SLA due time, and the dashboard shows SLA breached and a table of overdue complaints. Each AMC contract records its response SLA in hours.

How do technicians use AxisIQ in the field? Through the web app in a phone browser — nothing to install, and no offline mode.

Does AxisIQ schedule preventive maintenance visits for AMCs? Each contract's PM visits are rows with due dates and technicians, closed by a completed preventive job card. Ask Axis can add a flow that creates the year's visits when a contract is activated.

Can AxisIQ track spares in technicians' vans? Yes. Each van is a location with its own stock levels, and stock transfers record what moves between the warehouse and each van.

Start with the Field Service & AMC template — or see AxisIQ in action.