Industrial Refrigeration - Repair & Service Planfix CRM and Project Management System

Industrial Refrigeration - Repair & Service

Run industrial refrigeration incidents, service visits, and maintenance in one live system so cold rooms stay online, technicians arrive prepared, and margins stay protected.

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Run Your Refrigeration Service in One Place — Industrial Refrigeration - Repair & Service

Run Your Refrigeration Service in One Place

You handle alarms, emergency calls, and planned maintenance across many sites. Planfix keeps every incident, asset, visit, and cost in one configurable workspace so dispatch, technicians, and account managers share the same truth in real time.

Boards in Planfix

Capture Every Signal

Bring alarms, calls, and emails into one queue so no critical incident slips through.

Plan Work with Capacity

Schedule emergency visits and preventive routes with real calendars and workloads in view.

Document for Billing

Log work, parts, and time in structured fields that flow straight into reports and invoices.

Start with the Easiest Win — Industrial Refrigeration - Repair & Service

Start with the Easiest Win

You do not need to redesign your service model today. Start by routing alarms, emails, and calls into Planfix as tasks, then use conditional lists so moving a card updates assignee, priority, or SLA without extra work.

Email rules in Planfix

Capture Every Incident

Triage and Schedule with Confidence

Schedule Visits with Real Capacity

Equip Technicians and Learn from Every Job

Capture Every Incident — Industrial Refrigeration - Repair & Service

Capture Every Incident

Turn every alarm, email, and call into a task in one incident queue.
Use telephony integration so incoming calls create tasks with caller context and recordings.
Let AI Dataminer classify incidents and fill fields so dispatch can start triage faster.
Track all signals by site, asset group, and contract instead of scattered inbox folders.
Telephony in Planfix
Triage and Schedule with Confidence — Industrial Refrigeration - Repair & Service

Triage and Schedule with Confidence

Use Planner conditional lists to split incidents by SLA, severity, region, or client.
Drag a card to critical or next visit and Planfix updates status and assignee.
Combine list and calendar views so dispatch sees today, this week, and backlog clearly.
Avoid manual copy by letting list rules rewrite fields based on where cards land.
Planner in Planfix
Schedule Visits with Real Capacity — Industrial Refrigeration - Repair & Service

Schedule Visits with Real Capacity

See calendars and Planned Work Time so you book only what teams can actually handle.
Use tasks on a map to group visits by route and reduce wasted travel time.
Respect company schedules, holidays, and shifts when promising time windows to clients.
Coordinate subcontractors and internal teams in the same schedule without overlapping work.
Tasks on the map
Equip Technicians and Learn from Every Job — Industrial Refrigeration - Repair & Service

Equip Technicians and Learn from Every Job

Store checklists, asset history, and photos in each visit task so technicians arrive prepared.
Log time and parts as data tags in the mobile app and keep finance out of spreadsheets.
Use Project Totals to roll up hours, materials, and margin by contract and site.
Visualize flows on Whiteboard and connect blocks to real tasks to refine maintenance programs.
Analytics in Planfix
Do You Recognize Yourself — Industrial Refrigeration - Repair & Service

Do You Recognize Yourself

You run an industrial refrigeration service team or manage outsourced maintenance across many sites. You juggle alarms, urgent calls, and preventive work yet still want fewer emergencies, cleaner audits, and calmer peak seasons.

You React After Angry Calls

You hear about failures from clients before your own monitoring and workflow show the problem.

You Lack Clear Incident Numbers

You cannot easily see incidents by site, asset type, or contract for last month or quarter.

You Dread Big Client Reviews

Every time a key client calls about an outage you scramble across tools to rebuild the story.

You Fight Constant Firefighting

Preventive work slips because you are buried in urgent calls and last minute site visits.

Incidents Live in Inboxes

Email, chat, and spreadsheets hold scattered incident notes with no single owner or clear status.

Technicians Report After the Fact

Paper reports arrive late, hours and parts are missing, and finance spends days chasing details.

Create the Aha Moment — Industrial Refrigeration - Repair & Service

Create the Aha Moment

Show dispatch one Planner board where every open incident, visit, and follow up is sorted by SLA and region. Show clients a simple dashboard that lists their sites, open issues, and completed visits in real time without extra portals or spreadsheets.

Client dashboard in Planfix
Where You Want to Be — Industrial Refrigeration - Repair & Service

Where You Want to Be

You run a refrigeration service operation that is predictable, defensible, and profitable. You know what is happening on each site, who is working on it, and what it costs so you can steer contracts with confidence.

You Stay Calm When Alarms Hit

Every new incident follows a clear path from capture to close, without side channels or surprises.

You Review Numbers with Confidence

Client reviews use live reports that match their reality rather than fragile spreadsheets and exports.

You Feel in Control of Teams

You see workloads, travel, and skills clearly and assign technicians based on data instead of guesswork.

You Control Incidents End to End

From first alarm to final checklist, every step stays in one task thread with full history.

You Keep Preventive Work on Track

Recurring tasks and reminders keep maintenance plans moving without being buried by emergencies.

You Prove Margin by Client

Project Totals and reports show hours, materials, and margin by contract with a few clicks.

Remove Reasons to Delay — Industrial Refrigeration - Repair & Service

Remove Reasons to Delay

You may worry about scattered data, adoption in the field, or control and compliance. Planfix lets you start small, keep technicians focused, and give management a clean audit trail as you grow coverage step by step.

Your Data Is Scattered

Connect key channels first and add assets later using Directories and Objects when you are ready.

You Worry About Technician Adoption

Use mobile friendly forms, simple checklists, and restricted UI so technicians see only what they need.

Management Needs Control and Compliance

Roles, status sets, and transition rules keep workflows under control with a complete audit trail.

Replace Tools That Hold You Back — Industrial Refrigeration - Repair & Service

Replace Tools That Hold You Back

Planfix replaces scattered spreadsheets, generic ticketing tools, and rigid vertical systems. You get conditional boards, tasks on a map, data tags, and Project Totals in one platform so you can run true field service, not just log tickets.

Spreadsheet and Email Based Service

Move from ad hoc tracking to structured incidents, assets, and tasks in one live queue.

Generic Ticketing Tool

Add conditional boards, maps, and analytics so you manage field work, not just ticket counts.

Rigid Vertical Field Service System

Use no code customization and Objects so workflows and reports match your contracts and assets.

Deliver reliable industrial refrigeration service with Planfix

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Integrate Planfix with your refrigeration service stack

Connect phones, calendars, storage, and messaging so incidents and site visits stay in one system.

Telegram
Google drive
Google calendar
Google Maps
MailChimp
Make
Viber
VirtualPBX
WhatsApp
Zapier
OneDrive
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