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Software — Operations

Service CRM

A field and service operations system that tracks every request from the moment it arrives to the moment it is paid for.

Customer→Service request→Assigned→Technician→Completed→Payment

Capabilities

  • —Ticket intake from any channel
  • —Technician assignment and scheduling
  • —Job status tracking
  • —Parts and warranty records
  • —Customer updates on WhatsApp
  • —Invoicing and payment status

On mobile

Technician job listPhoto proof of workOn-site status updates

Live dashboard

Available to build

Open tickets

Ticket queue

Assigned today

Job assignments

Resolution

Resolution tracking

Unpaid invoices

Payment status

Connected

Automation, integrations and fit.

Automations

  • Customer support automation
  • Appointment automation
  • Reporting automation

Integrations

  • WhatsApp Business
  • Payment gateways
  • Email
  • Accounting exports

Built for

  • Service companies
  • AMC providers
  • Equipment maintenance
  • Facilities

Related automation journeys

Implementation

Adapted to the way your team works.

Step 1

Map the workflow

Step 2

Shape roles and records

Step 3

Connect agreed tools

Step 4

Test with users

Step 5

Launch and refine

Common questions

Before you start.

Is Service CRM a fixed, off-the-shelf product?

The catalogue describes a starting architecture. Wavoxi scopes the records, roles and workflow to the business before delivery.

Can this system connect to our current tools?

Connections depend on provider APIs, account access and data rules. Those are checked before an integration is included in the agreed scope.

How is the system implemented?

Implementation can begin with a focused workflow, representative user testing and the integrations needed for that workflow, then expand based on feedback.

15 — Start

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