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Service centers

A system for a service company that repairs cars and equipment. For a car, you record the glass order, the service shop and the insurance claim. For equipment, you record the fault, the technician visit and the missing part.
  • In the order, you record the car with its VIN, plate and glass number
  • You order glass with a date and delivery location
  • You register an equipment fault and hand it over to service
  • You check a missing part in stock and order the rest from a supplier

Track all company processes

Work starts with registering an order or a fault. Next, you order glass or a part, plan the technician visit and track the status. At the end, you issue an invoice from the estimate.
Car order

Car order

In the order list, you see the client, phone, car, plate number and glass number.

  • Region, service shop, insurance company and claim number on the order
  • List filter by region, service shop, insurance company and date
  • Every status change with a comment in the progress history
Glass handling

Glass handling

For the glass, you record its number, where and when it was ordered, where it is delivered and who ordered it.

  • Status from new order to completed work and settled claim
  • Intermediate statuses "glass ordered", "waiting for client", "waiting for payment" and "shipping"
  • A separate status for a problem or inactive order
  • Email to the service shop, SMS to the client
Estimate and invoice

Estimate and invoice

You add services and materials to the estimate and create an invoice from it.

  • Invoice recipient, type, date and payment due date
  • E-invoice flag when you need one
  • Service VAT, unit price, discount and unit of measure
  • The same prices and discounts in the price list
Partners

Partners

A partner is a service shop or an insurance company.

  • Company and VAT codes, contacts, address and website on the card
  • Responsible employee and contact person for each partner
  • You select the service shop and insurance company in the order from a list, without re-entering details
Warehouse

Warehouse

In the warehouse, you keep materials and parts with an item code, quantity and unit of measure.

  • List grouped by service
  • Price next to the stock balance
  • Material from the warehouse straight into the order estimate
Equipment fault

Equipment fault

You register a fault as a problem before you hand it over to service.

  • Client and device may still be unknown at this stage
  • Work type, the basis you handle it under, and a description
  • Files attached to the problem
  • Once handed over to service - a service record with the fault description, address and responsible person
Technician visit

Technician visit

In the service list, you see the client, business line, work type, address and status.

  • Tentative arrival date and the date confirmed by the client
  • Assigned technicians, phone and email of the responsible person
  • Call-out fee with VAT, billable hours and hours spent
  • Arrival and departure times in the trip record, work start and end in the work report
Missing parts

Missing parts

For a part, you specify the supplier, device, name, number, quantity and unit price.

  • The warehouse marks whether the part is in stock and records the quantity available
  • Supplier order from the same lines with an expected delivery date
  • Supplier and supply status on the service line - you see whether the part is already ordered
Production

Production

For a production record, you specify the client, business line, contacts, address and tentative arrival date.

  • Departments needed for the work
  • Records grouped into not started, in production and archived
  • A separate production list on the client card
Sales

Sales

For a sales inquiry, you record the client, contact and what the inquiry is about.

  • Product group and responsible employee
  • Status, priority, estimated amount excluding VAT and next contact date
  • Price, quantity, sale date, product code and contract number of sold equipment
  • Fault history of the same equipment

How the system benefits your business

The glass, the part and the invoice are attached to the same order. You see the status in the list, so you do not need to call a colleague or the service shop.

Car and glass

  • Order

    You see the client, service shop and car with its VIN in one order.

  • Glass

    Once you order the glass, you send an email to the service shop and an SMS to the client.

  • Insurance and invoice

    You issue the invoice from the estimate, and the claim number stays in the order.

Equipment service

  • Fault

    You register a fault right away, even if the client is not known yet.

  • Visit

    You see the confirmed arrival date, the technicians and the billable hours.

  • Progress

    Service stages run from the need and planning to the invoice and payment.

Parts and production

  • Stock check

    The warehouse marks whether the part is in stock, so you know what to order.

  • Supplier order

    You order a missing part from a supplier with the quantity and delivery date.

  • Equipment and production

    You see sold equipment with its contract, and production with departments and dates.

System implementation

Procesas aiškus, paprastas ir greitas.
  1. 1

    System setup

    We set up the system to match your company's workflow and needs.

  2. 2

    Data import

    We securely transfer your existing customers and other data to the new system.

  3. 3

    Staff training

    We train your team to work with the system. Support is free.

  4. 4

    Support and optimization

    We provide support and updates. We help you improve your workflow in the system.

Companies that trust us:

Dažnai užduodami klausimai

Atsakymai į dažniausius klausimus apie CRM sistemą Jūsų sektoriui.

The car's make, model, year, plate number and VIN. For the glass, you record its number, order date and delivery location. If insurance is involved, you also record the claim number.

In the progress history. Every status change stays there with a comment. The status runs from new order to completed work and settled claim.

Yes. You send an email to the service shop from the order. You send the client an SMS to their phone number.

From the estimate. You add services and materials to it, then create the invoice. For the invoice, you specify the recipient, date and payment due date.

Yes. You register the problem with a work type and description, even if the client is not known yet. Once it is handed over to service, you see the address, technician, arrival date and status.

From the need and planning to work progress, invoice and payment. You see paused planning or work separately. Completed work goes to the archive.

Yes. You record the supplier, device, part number, quantity and price, and the warehouse marks whether the part is in stock. What is missing, you order from the supplier with an expected delivery date.

Yes. In the trip, you see the technician, event, arrival and departure times. For sold equipment, you record the price, date and contract number, and its fault history stays with it.
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