Suppliers and service shops
Service reporting software for suppliers and repair shops.
Build a service report once, replicate it for every client, and attach the photos and video your crew captured on site.
Capabilities
Everything your shop needs, nothing it doesn't.
Service reporting
Build a report template once, then replicate or extend it for every client from what you already have.
Media from the job
Photos and video captured in RPT Mobile attach themselves to the record, so the report shows the work.
Contact management
Client profiles and correspondence sit alongside the service reports instead of in a separate address book.
Parts catalog
Set up your full catalog and track what was pulled, what went back on the shelf, and the service history of each part. Explore parts inventory and invoicing for the complete parts workflow.
Client portal
Give clients direct access to their own equipment performance and service records, in real time.
Client service reports
A report template for each client's requirements
Customize service report templates around the information your clients need. Build a template once, then replicate or extend it for other clients.
- Sites serviced by year, month or day
- Parts pulled and shelved
- Trends across collected service records
- Part service and failure history
- Any date range
Client success
Make your clients your biggest advocates
Give clients access to their own data so they can see for themselves how their equipment is performing, instead of taking your word for it.
Reports carry the pictures and video your crew captured in RPT Mobile, and stay current on every part serviced, whoever manufactured it.
Set-up
Set-up is part of the product
We help transfer the historical data out of your current system, get your parts catalog in, and customize the service reports your clients will actually read.
The bottom line: we would rather spend a week on your set-up than have you use a tenth of what you bought.
Answer the client's question from the service report
A client reviewing a completed job needs to identify the equipment, understand the work and see the supporting evidence. A reusable template provides a consistent starting point while allowing the report to reflect that client's requirements.
Review a completed example from three perspectives: the technician entering the work, the office preparing the report and the client reading it. Check the equipment reference, service details and photos or video. Then ask whether the report answers the questions that normally lead to a follow-up call.
Client profiles and correspondence sit alongside the reports in weTrack. The client portal gives each client access to their own equipment performance and service records. Together, those features keep the report connected to the relationship and the work it describes.
Prepare the reporting workflow before daily use
Bring reports for two clients with different requirements, a sample of the history you want to transfer and the catalog entries used on those jobs. RPT helps transfer historical records, bring in the catalog and customize service reports during setup.
Agree which information belongs in the template and which comes from each job. Review what the client can see using a representative account. For the parts and invoice connected to the work, explore inventory and invoicing; for capture on site, see RPT Mobile.
Explore weTrack
Connect the rest of the operation.
Next step
Ready to stop rebuilding the same report?
See what your shop's reporting looks like when the template is built once and the photos attach themselves.
Request a demo