All services

Service / Service management application

Every service step, in one record.

Custom software connecting intake, quotes, customer approval and handover around how your business works. Start with one branch, one service workflow and a clearly scoped first release.

Try the customer, office and technician demo

First delivery

Complete one workflow together.

01

Requests and jobs

Customer and device details, issue description and ownership in a shared record.

02

Quotes and revisions

Line items, customer approval and renewed review when a quote changes.

03

Teams and planning

Assigned team, planned date, rescheduling reasons and pending work.

04

Completion and handover

Checklists, outcome notes, handover records and printable work summaries.

05

Users and activity history

Server-enforced permissions, persistent records and activity history in the delivered application.

06

Migration and handoff

Migration scope based on a sample file, Excel-compatible export, user guidance and a backup plan.

Accounting, inventory, automatic messaging, payments, statutory documents, multiple branches and offline work are scoped separately. We can consider an existing tool if it fits your needs.

Working together

Start with needs and acceptance criteria.

  1. 01

    Review a real job together

    Who opens the job, who approves it and where does it wait? Start with an example of your current form or file.

  2. 02

    Agree the first delivery in writing

    Screens, users, migration, acceptance scenarios, timing and fees belong in the same proposal.

  3. 03

    Validate with a small group

    Try the actual business rules with selected users and record corrections.

  4. 04

    Handover and agree maintenance

    Define account and data ownership, user guidance, support and the process for new requests.

Bring a current job form, an anonymized sample file and someone who can explain the workflow. Scope and fees are proposed in writing after that review.

Review my service workflow(new tab)

After handover

Support has an agreed scope too.

The proposal explains the defect-fix period, maintenance hours, response times and pricing of new features. Account ownership, data and delivered-source usage rights are agreed in advance.

Discuss maintenance(new tab)