Two products
Two ways to run your business.
Choose the platform your whole company shares, or the desktop app that keeps your service desk on one PC.
How it works
From first enquiry to final invoice.
1
Win the work
Capture the enquiry, track it through the pipeline and send a quote the customer signs from an emailed link.
2
Deliver it
Run it as a project with milestones and budget, or as service jobs on the planning board, with technicians checked in on site.
3
Invoice and review
Invoice in the right currency and tax, milestone by milestone if needed, then see the business on the command centre.
CORZAD CLOUD
One platform for sales, projects and service.
Corzad Cloud connects the people who sell, plan, deliver and bill the work, in the office and in the field.
Sales
From enquiry to signed quote.
Capture leads by hand, from a web enquiry form or from a technician on site. Track them on a pipeline board with a forecast, then turn a lead into a quote the customer signs from a link. A won lead hands over to a work order or project.
- ✓ Pipeline board with weighted forecast
- ✓ Web enquiry form and lead-to-quote
Every milestone, on budget.
Projects
Create a project from an accepted quote. Follow milestones on a timeline, compare budget with actual cost, and invoice each milestone, with retention released at handover.
- ✓ Budget vs actual with forecast
- ✓ Milestone invoicing with retention
Customer 360
Every customer, on one page.
Jobs, quotes, assets and invoices all link back to a single customer record, so anyone in the office sees the full history before they pick up the phone.
- ✓ Every job, quote, asset and invoice in one place
- ✓ Full history for each customer
Good, better, best. Then signed.
Quotes
Send three options in one quote. Your customer compares them, picks one and signs from the link in their email. No printing, no scanning, no chasing.
- ✓ Good, better and best options side by side
- ✓ Accepted and signed from an emailed link
Executive command centre
Numbers that explain themselves.
See how the business is running at a glance. Every figure has a "Why?" behind it that traces it back to the records underneath. When the board meets, produce a board pack.
- ✓ A "Why?" explanation behind every number
- ✓ Board packs ready for the meeting
Job check-in
The right technician, at the right job, briefed.
Each job carries a QR code and a 6-character PIN for check-in on site. Before work starts, the technician reads and acknowledges the Job Brief, so scope and site notes are seen, not assumed.
- ✓ QR code or 6-character PIN check-in
- ✓ Job Brief acknowledged before work starts
Invoicing
Invoice in any currency, under any tax.
Multi-currency and multi-tax invoicing for operations that cross borders, with country e-invoicing export packs designed to fit your e-invoicing process.
- ✓ Multi-currency and multi-tax
- ✓ E-invoicing export packs
Field app
Browser-based field app
Technicians update jobs, checklists, photos and signatures from any phone or tablet browser.
OLLIE
Meet Ollie, your workspace assistant.
Ask Ollie a question in plain words and get an answer in seconds. She looks up your jobs, assets, technicians, schedule and documents, reads only your own workspace, and never changes anything.
- ✓ Admins can switch Ollie on for their workspace.
Planning board with Auto-plan
Drag jobs onto an engineer and day, or let Auto-plan book the queue into the first free, suitable slots. Skills, certificates and absences are checked on every booking.
Quotations from rate cards
Price quotations from your own rate cards, so every quote is consistent.
Everything on your own PC. Nothing in the cloud.
Encrypted, on your PC
Your data is encrypted and stays on your own computer. No cloud account, and no connection needed.
CorzadSuite is an offline Windows desktop app for service operations that want full control of their data.
Licence per PC, free trial
Each licence is tied to one PC. Try CorzadSuite free before you commit.
CorzadSuite
Contracts and SLA tracking
Track every contract against its SLA and see how profitable each one is.
Inventory and installed base
Keep stock, installed equipment and visit reminders in one place.
Which one fits you?
Both run your service operation. The difference is who uses it and where your data lives.
Corzad Cloud
For teams in the office and the field.
Best for — Teams with people in the office and on site
Where it runs — Any browser, plus the field app on technicians' phones
Connection — Online, with a field app
Your data — Online, so the whole team works from the same records
Getting started — Book a demo
Why Corzad
Built for the way service teams work.
Built for ServiceÂ
Built for running smooth Service Operations
Multi-currency and multi-tax
Invoice across borders
Fully offline (CorzadSuite)
CorzadSuite runs fully offline on your own PC.
Your data stays yours
CorzadSuite keeps it local and encrypted
Industries
Built for the teams that keep work moving
For any company that delivers service work: jobs, crews, sites and invoices in one place.
Facilities & MEP
Run planned maintenance and reactive call-outs across every building you look after.
Maintenance & installation
Run SLA contracts with pre-planned visits and response clocks.
