Capital equipment dealer
Receive the job, complete the job, get it approved — at the machine
The southern African dealer for a global construction and mining equipment manufacturer, supporting customer fleets on mine sites, quarries and construction projects, often hundreds of kilometres from the nearest branch.
The problem
Job cards were paper. A technician drove out, did the work, got a scrawled signature, and the card came back to the branch days later — sometimes with the trip sheet, sometimes without. Work-in-progress aged badly because nothing could be invoiced until the card was captured, and the capture queue was a physical in-tray.
Warranty claims were rejected for missing evidence: no failed-part photograph, no serial number, no hour meter reading at failure. Customers disputed hours and travel because the sign-off was a signature on a page nobody could produce three months later. And service managers had no view of who was where, so a second call-out to the same site in the same week was routine.
What we built
- Dispatch board by technician, skill and region
- Mobile job card
- Offline capture with sync
- Parts, labour and travel booking
- Serial and hour meter capture
- Photo evidence pack
- On-device customer signature
- Supervisor approval queue
- Invoice hand-off
How it runs
The service controller allocates the call and the technician receives it with the machine history, the customer's site requirements and the safety file attached. Status moves as the day does — accepted, travelling, on site, working, complete — and the controller sees it live.
Everything the invoice and the warranty claim will later need is captured at the machine: hour meter, serial, fault code, parts fitted, photographs of the failed component. The customer signs on the device before the technician leaves and receives the completed card immediately. The supervisor approval queue exists to catch pricing and warranty coding, not to re-type a form. Sites with no coverage are handled offline and sync when the vehicle reaches signal.
What changed
- Jobs are invoiced off a completed card in days rather than whenever the paperwork finds its way back.
- Warranty evidence — serial, hour meter, fault code, photographs — is captured at the machine, not reconstructed later.
- The customer signs on the device and has the completed card before the technician leaves site.
- Controllers can see where every technician is and what state each job is in.
- Work in areas with no coverage is captured offline and syncs on the way back.
Book a discovery call
Tell us what your team is trying to solve and we will come back with a straight answer on whether we can help, and what a rollout looks like.
