Plan the work
Log the customer-reported fault and service address
Connect customer appliance service requests, technician assignments, follow-up jobs, estimates and invoices.
← All industriesDiagnostics, follow-up visits and repair invoicing.
Log the customer-reported fault and service address
Schedule the diagnostic and any return visit
Invoice parts and labour after review
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Yes. The scheduler supports separate job visits and assigned technicians.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Yes. A job can have a follow-up visit assigned through the scheduler.
No. Dedicated serial-number and warranty fields are future enhancements.
Keep your people, customers and work moving on one platform.