CRM for RV Repair Shops

• The problem

  Every owner wants de-winterizing done in the same April week, and the schedule is a whiteboard.

  In Kompot.ai

  Before the season, message the customers you winterized in the fall with a link to your booking page and let them choose a drop-off day. Each booking lands on the calendar, and you open a job for the rig with its technician, so you see the season filling before it starts.

• The problem

  A water heater or a slide-out motor is on backorder, and the coach blocks a bay with no date.

  In Kompot.ai

  Put a task on the job for each ordered part with the supplier and the expected date, and move the job to a waiting-for-parts stage. The board shows which rigs are stalled and why, and an overdue task tells you whom to chase.

• The problem

  The owner lives far away and calls every week for news on a repair that takes a month.

  In Kompot.ai

  Run the repair as a project and share it by link. The owner sees the tasks — roof reseal, wall panel, refrigerator install — as they get done, and writes a comment there instead of calling the service desk.

• The problem

  Opening a soft floor reveals rot far wider than quoted, and the added work is approved by voicemail.

  In Kompot.ai

  Photograph what you found, attach the photos to the job and send a revised estimate from your labor and parts price list. You see when the owner viewed and approved it, and the invoice carries the approved amount instead of a disputed total.

• The problem

  A long repair is paid only at pickup, so the shop finances parts and labor for weeks.

  In Kompot.ai

  Bill in two invoices: one for the deposit when special-order parts are ordered, a second for the balance at pickup. Each has its own payment link, so the owner pays by card from wherever they are, and an overdue invoice is flagged.

What you keep on record

RV details

Type, make, model, year, length, VIN and chassis, plus the appliances on board, as custom fields on the customer.

Long repairs

A project for each repair with its tasks, jobs, invoices and progress notes; the owner can follow it by link.

Parts on backorder

What was ordered, from whom and for which date, as tasks on the job; manufacturers and dealers are contacts.

Seasonal service dates

Winterizing and de-winterizing dates on the customer, read by a scheduled workflow for reminders.

Questions owners ask

Can it handle a repair that stays open for weeks?

Yes. A long repair is a project that groups its jobs, tasks and invoices. Jobs move through stages you define, such as inspection, waiting for parts, in repair and ready for pickup, and progress notes keep the story of the coach in one place.

How do owners who live far away follow the work?

Share the project by link: they see the tasks and can comment. Estimates are approved online, invoices are paid by card through a payment link, and the pickup form can be signed electronically from another state.

Can I schedule the winterizing and de-winterizing rush?

Yes. Keep the seasonal service date on the customer and let a scheduled workflow send a reminder with your booking link. Booked drop-offs appear on the calendar as meetings, and you open a job for each rig with a technician assigned.

Can I take a deposit before ordering expensive parts?

Yes. Put the deposit on its own invoice with a payment link before the awning or the refrigerator is ordered, and bill the balance on a second invoice at pickup. A deposit sent by bank transfer is recorded by your staff as a partial payment.