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SOLUTIONS / EVENTS SERVICE & REPAIR PROCUREMENT MANUFACTURING
INDUSTRY PACK 02 · SERVICE & REPAIR

Manage Every Service Request From Intake to Completion

DooxCRM for Service & Repair connects customers, equipment, technicians, parts, work orders and billing in one operational platform.

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00 — INSIDE THE PACK

Every visit carries the full asset history.

Work orders, technicians, SLA and parts availability sit on the same customer record — and a shortage becomes a purchase request before the van leaves.

5SERVICE AGENTS
15MODULES
1CUSTOMER RECORD
WORK ORDER/WO-441
DISPATCHED
CUSTOMERKaltec Service
ASSETCompressor · CX-220
TECHNICIANJ. Behr · certified
SLA6h 12m remaining
PARTNEEDEDSTOCK
Seal kit · 40 mm2reserved
Pressure valve1shortage
Parts CoordinatorAWAITING APPROVAL

Pressure valve unavailable. Purchase request to approved supplier prepared; customer notified of revised visit window.

Approve requestReview

Where service operations break down.

01 — CHALLENGES
01

Requests arrive through different channels

Phone, email and messaging requests are difficult to track consistently.

02

Equipment history is incomplete

Technicians lack access to previous repairs, installed components or warranty information.

03

Dispatching is manual

Managers spend time finding available technicians and coordinating assignments.

04

Parts availability is unclear

Repairs are delayed because required parts are unavailable or not reserved in advance.

05

Customers lack visibility

Clients repeatedly call because they cannot see repair or work-order status.

06

Service reports are inconsistent

Technicians produce reports in different formats, making quality control and billing difficult.

02 — SOLUTION

Connected service operations.

Intake, diagnosis, dispatch, parts, approvals, signatures and invoicing on one record — with full asset history behind every visit.

01Service request intake
02Equipment & asset records
03Work orders
04Technician assignment
05Diagnostic checklists
06Photos & attachments
07Labour & parts
08Inventory integration
09Estimates & approvals
10Signatures
11Service history
12Invoices
13Customer status tracking
14Warranty management
15SLA monitoring
03 — SERVICE AGENTS

Five agents across the service chain.

From intake classification to the final customer report — agents prepare the work, your team confirms it.

INTAKE

Service Intake Agent

Reads incoming requests, identifies customer and equipment, classifies the issue and prepares the case.

DISPATCH

Technician Dispatcher

Recommends assignments based on availability, expertise, location and workload.

FIELD

Diagnostic Assistant

Gives technicians equipment history, previous failures and relevant troubleshooting information.

PARTS

Parts Coordinator

Checks required components, detects shortages and prepares procurement requests.

REPORTING

Service Report Agent

Turns technician notes, photos and work logs into a structured customer report.

Ready to build a CRM around your business?

Bring your customer data, operational workflows and AI automation into one connected platform.

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