Workshop Services
Complete management of workshop repairs: equipment intake, diagnosis, quote to the customer, repair and handover, with time logged and spare parts recorded.
A workshop has a problem field work does not: accumulation. There are units waiting for diagnosis, others waiting for the customer to approve a quote, others waiting for a part that has not arrived, and one finished that nobody has called about. When that runs on tags and memory, there are always two or three that have been sitting for weeks and nobody knows why.
Each workshop job has its status, so the question "where is mine?" is answered by looking. The customer knows whether it is diagnosed, quoted or ready, and the workshop sees at a glance what is waiting on a decision of theirs and what is waiting on somebody else's.
On closing, the job carries the real time spent by each technician and the parts used, deducted from stock. That gives what a workshop almost never knows: what margin each repair leaves and which ones are being done below cost.
The flow
From equipment intake to handover
A workshop job always follows the same steps, and each one has its decision point:
- Intake. The unit comes in with its customer, serial number, the reported fault and the condition it arrived in, with photos where useful.
- Diagnosis. The technician inspects and records what they found, which does not always match what the customer said.
- Quote. Sent with its breakdown of labour and parts, and left awaiting approval.
- Repair. With time logged and parts recorded as they are used.
- Handover. With its signed report and its invoice.
Having these declared as statuses rather than held as a mental list is what lets you see the whole workshop at a glance instead of walking around asking.
What gets stuck
The units sitting for three weeks and nobody knows why
A workshop's problem is not repairing: it is accumulation. There are units waiting for diagnosis, others waiting for the customer to approve a quote, others waiting for a part that has not arrived, and one finished that nobody has called about.
With tags and memory, there are always two or three stuck for a reason that was forgotten, taking up space and not being invoiced. With statuses, the key distinction shows by itself: what is waiting on a decision of ours and what is waiting on somebody else's.
The first is solved by working; the second, by calling. They are two different lists, and until they are separated they look like the same problem.
The customer, meanwhile, can find out where their equipment stands without picking up the phone, which is the other half of a workshop's noise.
Profitability
What margin each repair leaves
It is the figure a workshop almost never knows, because it requires putting together three things that usually live apart: the real time each technician spent, the parts actually used and what was finally charged.
Here all three sit on the same job. Time is logged, parts are deducted from stock at their real purchase cost, and the invoice comes from there. Margin is a subtraction, not an estimate.
That surfaces things people suspect but cannot prove: repairs systematically done below the quoted figure, fault types that always take twice as long as planned, and warranty units whose cost is worth knowing even though it is not billed.
Clearing things up
Frequently asked questions
Answers to what we get asked most.
What statuses does a repair go through?
Equipment intake with the reported fault and its arrival condition, diagnosis, quote to the customer, repair with time logged and parts recorded, and handover with its signed report and invoice.
How do I stop units getting stuck?
Statuses separate what is waiting on a decision of yours from what is waiting on the customer or on a part arriving. They are two different lists: the first is solved by working and the second by calling, and until they are separated they look like the same problem.
Can the customer check how their repair is going?
Yes, they can check whether their unit is diagnosed, quoted, under repair or ready for collection, without phoning. Those calls are the other half of a workshop's daily noise.
Will I know the margin on each repair?
Yes, because all three pieces sit on the same job: time logged per technician, parts deducted from stock at their real purchase cost, and what was finally invoiced. Margin is a subtraction, not an estimate.
Field service and after-sales
Digital work reports with forms built to your needs, a mobile app for technicians, on-screen customer signature and invoicing with no waiting.
Field Workers Mobile App
Technicians carry their working day on their phone: the day's jobs on a map, the customer and machine information before ringing the bell, and the work report closed on the spot.
View moduleEvents
Visual scheduling of jobs on a calendar, with technician and vehicle assignment and each person's workload in view.
Issues
Issues the technician spots during a job are logged and followed through until they are fixed.
Work Areas
Split the customer's site into areas with their own questions and checks: a floor, a washroom, a green space, a route, a building or a playground.
Work Reports
Digital work reports with forms you configure yourself: each service type has its own questions, with the mandatory ones flagged so a report cannot be closed half done.
View moduleMachinery
An inventory of machines and equipment, yours or your customers', with location, serial number, warranty, running hours and full service history.
View module