Industry package
Every job from estimate to collection, tracked
Repair businesses lose money on jobs that sit waiting for approval or parts. This package gives each job a stage, an owner and a paper trail, so nothing waits silently on a shelf.
A complete repair & service workspace: customers, service requests, estimates, a repair-job workflow with diagnosis and quality checks, a service catalog, technician/billing reporting and dashboards.
What gets in the way
Jobs stall waiting for a customer decision
An estimate sent and not answered is the most common way a repair job dies, and it looks identical to a job in progress on a workshop bench.
Warranty and history questions have no source
Whether this unit was repaired before, by whom, and whether the work is still under warranty are asked constantly and answered from memory.
Technician workload is uneven and unmeasured
Without recorded assignment and completion, it is impossible to see who is overloaded or which job types take longest than quoted.
How the package handles it
- The job pipeline separates estimate, approval, in-progress and delivered, so a job waiting on the customer is not confused with one being worked on.
- Device, fault and warranty details are structured fields, so service history is looked up rather than remembered.
- A service case keeps job documents and their approval states, so estimates and completion records stay attached to the repair.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Service Job
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Repair Job Case
- Intake form
- Diagnostic report
- Estimate
- Warranty card
- Work order
- Invoice / receipt
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a repair & service center. Contacts are customers with equipment and warranty status; leads are service requests; deals are estimates; products are service items; operational cases are repair jobs from intake to delivery.
Start with Repair & Service Center configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.