CRM for Appliance Repair Companies

• The problem

  The technician learns the model number only at the door and has to come back with the right part.

  In Kompot.ai

  At intake the customer sends a photo of the rating plate by WhatsApp or SMS. Brand, model, serial number and the error code go into custom fields on the customer, and the technician checks the likely part before the diagnostic visit.

• The problem

  A control board is on order and nobody books the return visit when it arrives.

  In Kompot.ai

  Give your jobs a “waiting for part” stage and a task with the supplier's expected date. The board shows every stalled repair, and when a job is moved to “part arrived” a workflow tells the dispatcher to call the customer and set the second visit.

• The problem

  The customer agrees to an expensive repair at the door and disputes the price once it is done.

  In Kompot.ai

  After diagnosis the technician sends an estimate from the price list — part, labor, the diagnostic fee already paid. You see the moment it is approved, and the deposit for the part goes out as its own invoice with a payment link before you order.

• The problem

  The same dryer fails again and nobody can tell if it is still inside your repair warranty.

  In Kompot.ai

  The customer's page lists every past job on that machine with its date, the part replaced and the invoice. A warranty-until date in a custom field answers the question before anyone argues, and the callback is booked as a new job.

• The problem

  Receipts for parts bought at the supplier's counter ride around in the van for weeks.

  In Kompot.ai

  The technician photographs the receipt into Expenses, and scanning fills in the supplier, date and amount. Part costs are on record the day they are spent instead of surfacing at month end in a shoebox.

What you keep on record

Appliances in the home

Type, brand, model and serial number of each machine as custom fields on the customer.

Rating plates and error codes

The plate photo and the code the display showed, kept in the job's files and notes.

Repairs waiting on parts

A job stage for stalled repairs plus a task carrying the expected arrival date of the part.

Repair warranty

The date your labor and part warranty runs out, in a field beside the invoice for that repair.

Questions owners ask

Can I keep model and serial numbers for every appliance a customer owns?

Yes. A customer can have any number of custom fields, so the washer, dryer, fridge and range each get their brand, model and serial number. The technician sees them next to past repairs when opening a job.

How do I keep track of repairs that are waiting for a part?

Define a stage for them on the job board and add a task with the expected arrival date. You see all waiting repairs in one column, overdue tasks show which parts are late, and a workflow can alert the dispatcher when the stage changes.

Can the customer pay up front for a special-order part?

Yes. Bill the part as its own deposit invoice once the estimate is approved; the customer pays it by card through Stripe or PayPal from the payment link. A second invoice for labor and the balance follows the return visit.

What happens to calls when every technician is inside someone's kitchen?

On the Full Service plan a voice agent answers, asks for the appliance, the brand and the symptom and can transfer urgent calls to a person. Each call is recorded, transcribed and summarized on the customer's record.