Service Intelligence

Service tickets that follow up themselves.

Three portals — writer, tech, and manager — around one live board. Repair orders pull straight from your DMS, techs document with photos and video, and AI keeps customers informed without anyone picking up a phone out of guilt.

Writer portal · intake

Type an RO number. The job builds itself.

The writer pulls a repair order by number and the customer, machine, and every complaint line arrive from your DMS — scoped to the right store even when RO numbers repeat across locations. Assign a tech, set priority, mark ready-to-work.

  • One-tap DMS pull — customer, unit, serial, hours, and complaint lines.
  • Re-sync anytime — new complaint lines added in the DMS flow into the live job.
  • Intake details that matter — drop-off vs. waiting, key location, warranty flags.
The board

The whole shop, one glance, always current.

Live columns from intake to complete, updating in real time as techs work. Ready-to-work flags, parts ETAs, priority customers, and attention alerts that use business days — not weekends — so Monday doesn't start with false alarms.

  • Live updates — a status change lands on every screen in about a second.
  • Attention flags — uncontacted customers and stalled jobs surface themselves.
  • Search that thinks like a counter — customer name, RO, unit, or phone.
Tech portal

Built for greasy thumbs on a phone in a loud shop.

A tech's queue, big status buttons, and a job thread where photos, video, and cause-and-correction notes live forever with the job — searchable next time that machine comes back.

  • Photo & video capture — compressed on the phone, attached to the complaint line.
  • Threads with @mentions — pull the writer or another tech into a job conversation.
  • QC hand-off — completed work flows to a quality check before pickup.
Quality Control

Every finished job gets a checklist AI wrote for it.

The moment a tech marks a job complete, AI reads the repairs that were actually performed — the cause-and-corrections, the parts, the complaints — and generates a QC checklist specific to this machine and this work. No generic form, nothing important skipped, no comebacks the customer finds first.

  • Built from the actual repair — the checklist reflects the work done on this RO, not a one-size template.
  • Verified before pickup — a reviewer checks each item; the job can't be released until it passes.
  • One quality bar — new hires and 20-year techs ship to the same standard, every time.
  • Comeback insurance — catches the loose clamp or warning lamp before it becomes a callback.
Customer communication

"Any word on my tractor?" — extinct.

When a job's status changes, AI drafts the customer update in plain language. A writer approves it and it goes out as a text message. Every touch is logged, and the manager dashboard tracks contact cadence so quiet tickets can't hide.

  • Status-triggered drafts — parts arrived, work started, ready for pickup.
  • Real texting — through your business-texting line, replies land back with the writer.
  • After-hours agent — overnight status changes queue morning updates automatically.
Customer approvals · by text

They approve the work from their phone — line by line.

Found extra work mid-repair? The writer texts the estimate. The customer taps a link — no app, no login — and approves or declines each service issue on its own, then signs. The shop sees the decision instantly and only does the work that was okayed.

  • One text, real link — sent through your business-texting line; nothing to install.
  • Per-issue approve / decline — the customer authorizes exactly the work they want.
  • Signed & logged — a signature captures consent, and the writer gets the result the moment they respond.
Manager dashboard

Run the department on numbers, not vibes.

Tech workload split, hours trends, intake vs. completion, QC flow, and a daily digest in your inbox before the morning huddle — across every location you run.

  • Every tile drills down — from a number to the exact jobs behind it.
  • Payroll-aware efficiency — clocked hours against billed hours per tech.
  • Email digests — the day's shape delivered before you ask.

Better together.

Put your shop on the board.