Digital Work Orders
Symptoms, fault codes, photos, parts used and signatures saved to each repair.
Industry CRM · Built in Calgary
Every repair keeps its model and serial number, fault notes, parts and warranty status, so the technician arrives ready and the office never has to chase details.
Today’s work orders
Recent appliances
Parts on order
Warranty jobs
Recent invoices
Repairs by month
Overview
Appliance repair runs on details that general CRM software does not track. The office needs the brand, model and serial number before anyone leaves the shop, because those decide which parts to bring and whether the manufacturer covers the job. When that information lives in texts and paper tickets, technicians make extra trips and warranty paperwork gets missed.
We build a CRM around the way a repair moves through your company. A call becomes a work order with the appliance details and the symptom, the dispatcher assigns a technician with the right skills, and the technician records fault notes, photos, parts used and a signature on a phone. Parts are tracked on each van and in the shop, and warranty jobs stay separate from customer-paid work so they are easy to bill.
Who it is for: Independent appliance repair companies, multi-technician service teams and shops that do warranty work.
Features
Symptoms, fault codes, photos, parts used and signatures saved to each repair.
Brand, model and serial number stored for each customer, with every past visit.
Track parts on each van and in the shop, with special orders tied to the waiting job.
Mark warranty and customer-paid work separately and keep what you need for each claim.
Assign jobs by skill, location and availability from one schedule board.
Send the invoice from the job, take payment on site and export to your bookkeeper.
FAQ
What owners ask before switching to a custom CRM. Tap a question to see our answer.
Yes. Each appliance has its own record under the customer, so a technician can see earlier visits, notes and parts before arriving at the home.
Yes. A job can be marked as waiting on a part, linked to the order, and returned to the schedule when the part arrives, with a message to the customer if you want one.
It keeps the details a claim needs in one place. Direct submission depends on each manufacturer or service network, so we check what they allow before promising a connection.
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See this CRMBook a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.