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CRM FOR SERVICE TEAMS

Requests, teams, routes and money — in one simple workflow.

Service CRM helps service businesses capture a request, assign the right person, complete the job, notify the customer and close the money flow without juggling spreadsheets and chats.

SIMPLE MECHANICS

Three steps instead of a complicated CRM

The platform can calculate dozens of parameters while each person sees only what needs to happen now.

1

Capture the request

Customer, route, service and recommended price in one compact screen.

2

Run the operation

Assignment, map, ETA, statuses and one primary action for dispatcher and field worker.

3

Close the result

Customer payment, employee compensation, financial close and reporting without duplicate entry.

ROLES

Everyone sees their own workspace

O

Owner

Key money, risks and decisions that need attention.

Control without micromanagement
D

Dispatcher

New requests, live map, nearest team, ETA and one-click assignment.

V

Driver / worker

Next stop, route and one clear action at each step.

M

Mechanic

Vehicles, issues, maintenance and readiness — without unrelated finance or request screens.

Start with the core workflow. Add the rest when you need it.

A modular platform does not force the team to learn everything on day one.

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