A generic CRM files contacts and sales opportunities. A heat pump installer lives off units installed in people's homes, with dates. The question is not “who is my prospect?” but “which heat pump is reaching its service, its warranty end, its end of life — and at whose home?”. That is why an installer's CRM looks like an installation registry before it looks like a pipeline.
What an installer's CRM must be able to do
- One record per unit (model, serial number, installation date, cycle, warranty, dated history, photos) attached to the customer and the address.
- Reminders triggered by the units' dates, not by a manual reminder that gets forgotten — with online booking at the end of the email.
- Maintenance contracts and their renewal, added up as visible recurring revenue.
- Quotes, invoices and follow-ups with Québec taxes, online signature and automatic follow-up of unanswered quotes.
- The field: calendar, technicians, route, work order, “technician on the way”.
- Importing the existing history from invoices — otherwise the CRM starts empty, and an empty CRM dies in three months.
What about Jobber, Housecall Pro, ServiceTitan?
They are excellent suites for running today: dispatch, invoicing, payment. None is built to rebuild ten years of installations from your invoices and work that history systematically; Byrsia sits on top, with no migration. We wrote a frank comparison, strengths and limits of each included.
What Byrsia is — and is not
Byrsia is an installation registry that does CRM: AI import of your invoices, unit records, reminders in your name, customer portal, contracts, quotes and invoices, calendar and field, revenue Radar, Law 25 and CASL compliance, all French-first and designed in Montréal. It is not a payroll tool, nor full accounting, nor online payment (not yet). Our pricing is public, by registry size, from $199 to $1,199 per month, and the 30-day trial asks for no card; some functions (AI import of the history, maintenance plans, automatic follow-ups, proof files, team access) start with the Professional plan — the grid says so plan by plan.
Start from your history, not from an empty database: send 50 invoices, receive your sample registry rebuilt by AI within 24 h, and judge on your own data.
Test with 50 of your invoices — freeBy Mohamed Annabi, founder of Byrsia · Published on 2026-10-26 · Updated on 2026-10-26 · This guide is informative and general; it replaces neither the manufacturers' documents nor legal or accounting advice.