tico
all cases

case ◇ fikst. ◇ agent-native software

Fikst: CRM and ERP for installation companies

I am the founder and builder of Fikst. This case shows how office staff, engineers, advisers and customers share one system, and how Elite Klimaat Groep moved from six separate packages to one business system.

product
Fikst, own product
role
founder, architect and builder
built for
air-conditioning, heat pump and installation companies
model
per office user, engineers cost nothing
status
live, more at fikst.app
01

the idea

Fikst connects customer records with day-to-day operations: enquiries, quotes, scheduling, work orders, articles, inventory, purchasing and invoicing. It is CRM and ERP for air-conditioning, refrigeration, heat pump and installation companies.

The MCP layer lets AI agents perform actions within the permissions of the connected account. An agent can look up information and carry out work. What it may do still depends on configuration and the access it has been granted.

02

the planning board

The planning board shows the crews per day, their jobs and who is still free. New enquiries sit in a list of their own, with the contact details and how far the follow-up has got.

The Fikst planning board in the Noordkoel demo: a working week in October with the crews installation, service and maintenance, and breakdown service, and per day the jobs with time, work order and customer. All names are fictional.
The planning board: a working week with three crews, from the Noordkoel demo on fikst.app.
The list of enquiries in the Noordkoel demo: customer, contact details, requested service and status per enquiry. All names are fictional.
The enquiries: who is asking for what and how far the follow-up has got.
03

in the van

The engineer works from the phone: today's route, the work order open at the customer's place, tasks ticked off, done. The job sheet is ready for invoicing before the van has left the street; the evening of retyping is gone.

The mobile work order flow, recorded from the real product with fictional data.
04

the quote

The quote goes to the customer as a link; they read it online, choose and sign. It carries your house style, and the amounts come from the same system as the planning and the invoice. So nothing gets retyped.

fikst.cloud
The refrigeration quote for Versmarkt Polderhof from the Noordkoel demo, with the company logo and a photo of an engineer at work. All names are fictional.
The quote as the customer opens it, from the Noordkoel demo on fikst.app.
05

under the hood

One shared record connects the customer, quote, articles, schedule and invoice. People and connected agents work with the same business information and access rights.

AI access runs through the MCP layer. Activation, integrations and business rules are configured in advance. Current capabilities and the available actions are described on fikst.app.

06

what the system includes

Article and inventory management are available, alongside purchasing and a 2BA integration for product and trade information. The integration needs activation and a suitable 2BA account of your own. The document and PDF builder lets you design quotes with reusable text, images, article lines and pages in your own branding.

Once configured, Fikst can generate maintenance visits and propose available appointments based on route and capacity. The customer selects a slot in the portal; the booking then appears as a work order on the planning board. Your company sets availability and planning rules. Travel times are estimates.

The integrated engineer app, separate survey app for advisers and customer portal are whitelabel, using your company name and branding. Questionnaires, photos and available property information prepare the survey file. An adviser checks the calculation assumptions before using a report or indicative quote. This does not replace a verified installation design.

See all features and conditions on fikst.app
07

in practice: Elite Klimaat Groep

Elite Klimaat Groep uses Fikst with 22 people: 6 office staff and 16 field engineers. Monday CRM, ClimaPulse, PandaDoc, Heatbox, Moneybird and Make were retired. The company was fully live within two months. That was the outcome at Elite; another implementation depends on configuration, data migration and training.

The six retired packages cost 14,880 euros a year excluding VAT, according to the figures from Elite’s administration published on fikst.app. At the public Fikst price of 50 euros per office user per month, a team of this size comes to 3,600 euros per subscription year excluding VAT. This compares subscription costs; it is not Elite’s agreed launching-partner price. Implementation, AI usage and any external costs are separate.

Elite’s existing customer portal is also connected to Fikst: customer information comes from Fikst and a booked appointment becomes a work order. I describe this as the founder and the builder involved. The product site publishes the breakdown and context. This is not an independent review, and the results do not guarantee savings for every business.

Read the full Elite case and cost breakdownCheck the current public Fikst price
08

where it stands

Fikst is live. Office users cost 50 euros per month excluding VAT; field engineers are free. Implementation is agreed in advance. AI usage has its own credit model. I discuss configuration and terms directly with launching partners. Current details, pricing and booking are on fikst.app.

  • agent-native
  • mcp-driven
  • priced per office user

  • beforeThe planning on a whiteboard and in someone's head.

    nowEvery crew and every job on one board.

  • beforePaper job sheets, retyped in the evening.

    nowOne tap at the door, ready for invoicing.

  • beforeA PDF in the mail and waiting for a signature.

    nowRead, chosen and signed online.

nlen