Canopy
A working system for an aircond and electrical company: online prices and booking, quotes drafted from WhatsApp messages, a technician app, and invoices that go out when the job is done.
The brief
Service companies quote on WhatsApp, plan jobs on a whiteboard and chase payments by hand. Prices drift, discounts go unchecked and nobody can see where each job stands.
What we shipped
One system for the whole job: a website with prices and online booking, an office inbox where messages become quotes, owner approval for bigger discounts, a dispatch schedule, a technician app, and deposit, progress and final invoices.
Built for: Aircond, electrical, plumbing and other service companies that quote, schedule and invoice.
Inside the build
Every part, and what it does
A closer look at what was actually built — screen by screen, so you can judge the depth for yourself.
Online booking
Customers choose the service and number of units, see the full price, then pick a 2-hour arrival window.
- Price shown before booking
- Only free windows offered
- Pay after the job
Quotes accepted online
The customer compares the options, ticks any extras and accepts by typing their name. A deposit is paid online when the quote asks for one.
- Options side by side
- Changes shown on each new version
- Accept and pay the deposit online
Job report
After the visit the customer sees what was done, the readings, before and after photos and when the next service is due.
- Checklist and readings
- Before and after photos
- Next service reminder
AI quote draft
A WhatsApp message becomes a draft quote, marked with what was read, what was assumed and what is still missing. Nothing is sent until someone checks it. In the prototype, fixed rules stand in for the AI.
- Read against the price list
- Missing details flagged
- A person sends every quote
Owner approval
A discount above the staff limit waits for the owner, who approves it or returns the quote with a note.
- Staff up to 10%, owner up to 20%
- Approve or return with a note
- Every version kept under one number
Dispatch schedule
Pick a job, then a free window. The schedule knows who does aircond and who does electrical, and blocks anyone on leave.
- Day and week views
- The right technician for the job
- Leave blocked automatically
Invoices and reminders
Deposit, progress and final invoices in one list, with what is overdue and by how long.
- Overdue amounts by age
- Payment reminders
- Online and bank-transfer payments
Customer records
Each customer’s units, service dates, jobs, quotes and invoices on one page, with a reminder when a service is due.
- Units and service history
- Next service due
- Site access notes
Team roster and leave
Who works when, with leave requests to approve. Approved leave blocks the schedule and the online booking slots.
- Weekly roster
- Approve or decline leave
- Leave closes booking slots
Office overview
Everything waiting on the office in one list: new requests, quotes to review, jobs to schedule and overdue money.
- One list of what needs doing
- Today’s jobs by technician
- Collected, outstanding and overdue
Reports
Money collected, work completed, average job value and how many quotes are accepted, by type of work and by technician.
- Payments by week
- Quote acceptance rate
- Jobs by technician
Technician app
Today’s jobs in order, then a checklist, readings, photos, parts and the customer’s signature. Completing the job sends the final invoice.
- Works on a phone
- Updates the office and the customer
- Final invoice on completion
Click through it yourself
Every screen above is interactive. No sign-up, nothing to install.
Behind the build
Researched first, then built
Before designing anything, we studied 11 sites: aircond and electrical service sites in Malaysia, Singapore, Australia, the US and the UK, and four field-service software products. Nothing was copied. Each finding below changed a decision.
Studied (11)
- Aircon Hero (Malaysia)
- Recommend.my (Malaysia)
- Helpling (Singapore)
- Fallon Solutions (Australia)
- One Hour Heating & Air Conditioning (US)
- Mr. Electric (US)
- British Gas HomeCare (UK)
- Jobber
- Housecall Pro
- ServiceTitan
- Tradify
What we saw
What Canopy does
What we saw
Malaysian aircond companies publish per-unit prices that drop as the number of units goes up.
What Canopy does
A price tool on the home page and a price table by unit type and count. The office price list drives every price.
What we saw
Some companies ask for your contact details before they show a price.
What Canopy does
Canopy shows the full price and the next free arrival window before asking for anything.
What we saw
In Malaysia and Singapore, customers expect to use WhatsApp.
What Canopy does
Every request lands in one office inbox, and customer updates go out as WhatsApp messages with a link (simulated in the prototype).
What we saw
Field-service software lets customers compare options, accept with a typed name and pay a deposit online.
What Canopy does
The customer quote page does the same, with optional items that change the total.
What we saw
“On my way” messages and arrival windows stop the calls asking where the technician is.
What Canopy does
A job page with the technician’s name and live progress, and 2-hour arrival windows.
What we saw
Dispatch boards show technicians against time slots, with leave blocked out.
What Canopy does
An office schedule of technicians by 2-hour window, with waiting jobs and leave marked.
Rules it follows
The business rules, built in
The prototype enforces each of these, so you can test them yourself.
Prices
- Per-unit prices tiered for 1, 2–3 and 4+ units, by unit type
- Surcharges for larger units, and a diagnosis fee for inverter faults
- RM 30 travel fee for outer zones, checked by postcode
Discounts
- Staff can give up to 10%
- Up to 20% needs the owner’s approval
- Nothing above 20% can be sent
Payments
- 30% deposit on installations, DB boxes and quotes of RM 500 or more
- Homes pay when the job is done
- Businesses pay on 14-day terms
Schedule and reminders
- 2-hour arrival windows, Monday to Saturday
- Approved leave blocks the schedule and the online booking slots
- Service reminders every 6 months for homes and every 3 months for businesses
Connected roles
One action, every screen
Every role works on the same records, so one person’s action shows up for the others.
- 1
A WhatsApp request lands in the office inbox, where the AI draft turns it into a quote.
- 2
A discount above 10% waits for the owner before the quote can be sent.
- 3
When the customer accepts, the quote becomes a job waiting for a time slot.
- 4
Placing the job in a window puts it on the technician’s day.
- 5
When the technician completes the job, the final invoice goes to the customer and their job page updates.
- 6
Approved leave closes that technician’s windows in the schedule and on the website.
- 7
Editing the price list changes the website prices and the AI drafts.
Services it proves
Where Canopy is our example
Each of these service pages uses a part of Canopy to show the work. Open one to see what we would build for you.
- Booking appsShows: Online bookingBooking a home service: the full price first, then a 2-hour arrival window drawn from the technicians’ real schedule and leave.
- Field service & operations appsShows: Technician appThe technician’s phone: today’s jobs, then a checklist, readings, photos and the customer’s signature. Completing the job sends the final invoice.
- Web appsShows: Office overviewAn office back office in the browser: new requests, quotes waiting for approval, jobs to schedule and overdue invoices on one screen.
- WhatsApp automationShows: AI quote draftA customer’s WhatsApp enquiry becomes a draft quote that staff check before anything is sent back.
- Workflow automationShows: Owner approvalA discount above the staff limit waits for the owner. Once the customer accepts, the quote becomes a job waiting to be scheduled.
- Quotation systemsShows: AI quote draftA WhatsApp message turned into a draft quote, marked with what was read, what was assumed and what is still missing.
- HR systemsShows: Team roster and leaveA weekly technician roster with leave requests to approve. Approved leave blocks the dispatch schedule and the online booking slots.
Core systems
What this build is made of
These are systems we build repeatedly — each links to every other project that contains it, so you can compare implementations before deciding what you need.
Unique to this build
Built specifically for this project rather than assembled from the shelf.
Quote drafts from WhatsApp
A message is read against the price list, showing what was read, what was assumed and what is missing.
Discount limits
Staff can give up to 10%. Up to 20% needs the owner, and nothing higher can be sent.
Technician app
Checklist, readings, photos and signature. Finishing the job sends the final invoice.
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