Equipment Service & Repairs Workflow

Equipment Servicing & Repairs: managing workflows and tasks

ProcessMate is a cloud software managing processes through easy configuration that requires no IT skills and can be accomplished in a few minutes. The system requires no installation or hardware, it’s in cloud so you can have it set up in minutes.

Equipment servicing and Repairs is an easy-to-set-up workflow in ProcessMate. It allows step-by-step handling of such processes, visibility for management and registering data necessary for accurate book-keeping, such as type of equipment, identifiers such as serial numbers, type of servicing required, etc

Track each step of workflow

ProcessMate enables tracking each step of the Servicing and Repair workflow. From capturing the equipment details to servicing steps to final resolution, ProcessMate will help keep track and organize workload of your staff and help streamline the workflow.

Customize solution for your business

The process will follow a defined set of steps. Users may easily customize those steps based on the provided template or define a process from scratch. Similarly, data documented with the process, such as customer information, equipment identifiers or fault details and other specifics.

Track customers and equipment too, “attach” workflows to individual customers or equipment

Users may track customers and equipment in the platform too, or other objects such as buildings. ProcessMate may relate processes to customers or equipment so users “attach” processes to customer records. So each customer or equipment will have the full history of all their servicing workflows, both current and past ones.

Track delays

Task delays and time execution are tracked and reported on. Users will know about the tasks overdue, while managers will receive notifications and view summary in the management reports.

Attach documents and manage process information

Documents may be attached to processes, if required. Full information may be documented in the easily customizable set of data fields, such as customer information, equipment information, repair-related data and any others.

Regular reports and instant notifications

Users get notified of progress via email instantaneously. In addition, daily and weekly “digest reports”, which are regular reports that include all necessary details on progress, delays and pending tasks on the daily and weekly basis.

Repair equipment process instance with tasks and data

Keeping parallel workflows and tasks in order

ProcessMate enables users and managers to view all process information in a consolidated report with all related information, attached documents and status.

Process list of equipment repair processes including data and tasks

Reports & Statistics

A number of reports are ready to use, offering a great insight on the general efficiency of operations of the company, as well as performance of individual employees

Screenshot: statistics of processes
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Take a tour

Watch this 4-minute configuration video guide