AIMS IQ · for MRO businesses, equipment dealers, service providers and solar installers

Sales, service and AMC for businesses that maintain what they sell

AIMS IQ is built for equipment dealers and service providers. It runs the whole cycle from lead to renewal, shows the real margin on every contract, and includes HRMS for your technicians.

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Needs attention todayBranch: all · Example

3AMC renewals due3 contracts end within 90 days
2Preventive visits overdue2 visits past their scheduled date
1Quotes waiting for approval1 quote below the margin floor
5Collections to follow up5 invoices past due

From the renewals, visits, approvals and collections lists in AIMS IQ

See AIMS IQ at work

The same system on the desk and in the field: pick an area to see the screen your team uses.

AIMS IQ dashboard with revenue, receivables and purchases cards and a list of approvals waiting — **Your whole business on one screen**Revenue, receivables and the approvals waiting for you, on the desk and on the phone.

AIMS IQ phone home screen with revenue, attendance check-in and quick actions — **Your whole business on one screen**Revenue, receivables and the approvals waiting for you, on the desk and on the phone.

Opportunities list with pipeline value, quotes converted and deals won above a table of open opportunities — **Every lead and deal, followed up**The pipeline with value and quotes converted, and each lead with its next activity on the phone.

Phone screen of a lead card with contact details, value and buttons for activity, send and opportunity — **Every lead and deal, followed up**The pipeline with value and quotes converted, and each lead with its next activity on the phone.

Service requests list with request number, created date, customer, scheduled visit and type of call — **Service calls, scheduled and closed**Requests by customer, call type and visit time; technicians see their jobs on the phone.

Phone screen of service calls with progress, filters and a scheduled service request — **Service calls, scheduled and closed**Requests by customer, call type and visit time; technicians see their jobs on the phone.

AMC contracts list with contract number, company, start and end dates, spare request and collect payment actions, and a Need renewal tab — **Contracts that renew on time**AMC contracts with dates, spare requests and payment collection, and a list of those due for renewal.

Phone screen of AMC contracts with renewals due and an active contract marked as needing renewal — **Contracts that renew on time**AMC contracts with dates, spare requests and payment collection, and a list of those due for renewal.

Solar quotations list showing status, customer, system type, AC and DC size and branch — **Solar quotes from the roof up**Solar quotations by system type and size, built from the panel layout, and on site from the phone.

Phone screen of solar quotations with a draft quote, system type and size — **Solar quotes from the roof up**Solar quotations by system type and size, built from the panel layout, and on site from the phone.

Attendance screen listing ten employees with department, check-in and check-out times, hours worked and present, late, absent or half-day status — **Attendance that runs payroll**Daily attendance with in and out times, hours and status for every employee, and the day’s headcount on the phone.

Phone attendance screen showing today’s headcount of 10 employees with 8 present, 1 late and 1 absent — **Attendance that runs payroll**Daily attendance with in and out times, hours and status for every employee, and the day’s headcount on the phone.

Real AIMS screens; names and figures are example data. Click a screen to see it larger.

What is in AIMS IQ

Service and AMC

Service and AMC Installations, service requests, maintenance contracts, preventive visits and renewals in one place.
AMC profitability See the real margin on every maintenance contract, with parts and technician time counted.
Mobile app Sales, service and HR teams work from their phone, anywhere, with the same data as the office.

Solar

Panel layout and parts list Fill a roof with panels, check the sizing, and let your rules build the parts list, so nothing is missed.
Solar quotations Price a solar system, apply the subsidy, get approvals and send the quote and the customer's paperwork from one place.
Site verification and installation Check the quote against the site before you commit stock, then install, hand over and start the warranties.

Sales and money

Customer records and activity One record for every account, with its contacts, notes and visits.
Quotes and approvals Quotes go out faster, and discounts and thin margins get approved before they reach the customer.
Invoicing and payments Invoices come from the order, and payments are recorded against them.
Collections Record every collection against the invoice and see what each customer still owes.

Stock and people

Inventory across locations Know what you have, where it is, and what is already promised.
HRMS and incentives Attendance, payroll and performance incentives in the same system as your sales and service work.
Reports and dashboards See sales, customers, stock and money in one set of reports.

In beta

Account signals BetaSee which accounts have gone quiet, ranked by what they are worth, with a next step for each rep.
Drafted follow-ups BetaAIMS drafts the follow-up email for each account that needs one, and sends it within limits you set.

How work flows in AIMS IQ

Industries it is built for

Guides for AIMS IQ teams

How to price an AMC renewal from real cost
Price annual maintenance contract renewals from what each contract really cost you to serve, including visits, spares and technician time.
2 min read
Why AMC renewals slip, and how to see them coming
The reasons maintenance contract renewals are missed, and a simple routine to see every renewal months ahead and offer it on time.
1 min read
DC-to-AC ratio: setting sizing limits on quotes
What the DC-to-AC ratio is, why installers oversize panels against the inverter, and how to put a limit on every quote so no rep goes too far.
2 min read
Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
2 min read

Questions you may have

Is AIMS IQ an ERP?

No. AIMS IQ is built for one kind of business, the kind that sells and services equipment. It is a ready core that is fitted to your workflow.

How is it priced?

Per business, as a one-time purchase with no per-user fees and no subscription. Request a quote and we will send one.

Who uses it today?

AKGIM Power Systems runs AIMS IQ across its branches.

See AIMS on your own business

Book a demo and we will walk through your own contracts, orders and teams.

Book a demo