Installers & field teams
Work on site with the right checklist, photos, product details, and customer information at hand.
Control over every customer process
The operational CRM for service, installation, maintenance, and sales companies
For office teams, field teams, customer portals, and maintenance workflows
Everything together
CRMWorkflowsQuotesPaymentsForms
Your way of working in one clear view
Set up the steps, required information, checks, and customer moments once. HeyX keeps the sequence clear and moves work forward where it can.
View the productBuilt for growing service, installation, maintenance, field-service, and sales companies
SolarHVACService plannersField teamsEnergyTelecom rolloutsService desksProject leadsMaintenance companiesInstallation companiesField serviceHeat pumpsEV chargingRoofingElectrical workProperty servicePlumbingSolarHVACService plannersField teamsEnergyTelecom rolloutsService desksProject leadsMaintenance companiesInstallation companiesField serviceHeat pumpsEV chargingRoofingElectrical workProperty servicePlumbingSolarHVACService plannersField teamsEnergyTelecom rolloutsService desksProject leadsMaintenance companiesInstallation companiesField serviceHeat pumpsEV chargingRoofingElectrical workProperty servicePlumbingSolarHVACService plannersField teamsEnergyTelecom rolloutsService desksProject leadsMaintenance companiesInstallation companiesField serviceHeat pumpsEV chargingRoofingElectrical workProperty servicePlumbing
For teams that need work to keep moving
Every team works from the same truth
Office teams steer the work, field teams work with the right information, and customers self-serve status, documents, and next steps in the portal.
Sales teams
Turn leads into quotes and keep follow-up, approval, and handoff in one process.
Service & planning
Spot blockers, stock issues, capacity risks, escalations, and mistakes before work stalls.
Maintenance companies
Keep breakdowns, follow-up visits, parts, reports, and customer questions together in one shared overview.
Less coordination, more progress
Bring documents, forms, customer updates, approvals, and handoffs together so work keeps moving without loose lists or manual chasing.
Track every step in the process
Set up the steps, required information, checks, and customer moments once. HeyX keeps the sequence clear and moves work forward where it can.
Installers & field teamsSales teamsService & planningMaintenance companies
One tool. Your workflow.
Try nowAutomation
Smart automations
Trigger the next step, route work, and send updates automatically based on events in your process.
Flow library
Flows for every situation
Use different flows for intake, survey, quote, execution, service, and aftercare without losing one shared process view.
Control
Approvals & control
Require extra confirmation for sensitive actions, for example from two colleagues, to prevent mistakes and unauthorized changes.
CRMWorkflowsQuotesPaymentsForms
One process for office, field teams, and customers
Office teams steer the work, field teams work with the right information, and customers self-serve status, documents, and next steps in the portal.
Try nowTeams trust work they can see
We no longer need to ask where every project stands. The answer is ready before the morning meeting.
Sanne Vermeer, Operations Lead
Sales and planning now hand off through the same file. That removed our most expensive mistakes.
Daan Peters, Commercial Director
Our installers know what to do on site, and the office sees progress immediately.
Mira Jansen, Service Manager
We no longer need to ask where every project stands. The answer is ready before the morning meeting.
Sanne Vermeer, Operations Lead
Sales and planning now hand off through the same file. That removed our most expensive mistakes.
Daan Peters, Commercial Director
Our installers know what to do on site, and the office sees progress immediately.
Mira Jansen, Service Manager
We no longer need to ask where every project stands. The answer is ready before the morning meeting.
Sanne Vermeer, Operations Lead
Sales and planning now hand off through the same file. That removed our most expensive mistakes.
Daan Peters, Commercial Director
Our installers know what to do on site, and the office sees progress immediately.
Mira Jansen, Service Manager
We no longer need to ask where every project stands. The answer is ready before the morning meeting.
Sanne Vermeer, Operations Lead
Sales and planning now hand off through the same file. That removed our most expensive mistakes.
Daan Peters, Commercial Director
Our installers know what to do on site, and the office sees progress immediately.
Mira Jansen, Service Manager
Heat pumps, HVAC & ventilation
Since surveys, calculations, and planning came together in HeyX, nobody has to hunt for the latest version.
Marieke van Dalen, Heat Pump PlannerSolar, batteries & EV charging
Quotes, materials, and grid registration now sit in the same flow. Customers get answers faster and the office keeps control.
Tom Elbers, Solar OperationsService, maintenance & breakdowns
Breakdowns, SLAs, and parts no longer run past each other. Everyone immediately sees what has priority.
Noura Smit, Service CoordinatorFrom the field
The difference is calm: every department sees the same sequence, the same file, and the same customer update.
Iris de Vries, Operations ManagerGrow with a clear process
Book a demo and see how HeyX makes your customer process calmer, faster, and easier to control.