See How ServiceBookCRM Works
Eight accountable milestones mirror how high-performing service centers already think — now encoded in software your whole team can follow.
Customer Registration
Front desk captures name, phone, and device identifiers in under a minute.
Duplicates surface instantly so you never maintain two profiles for the same person.
Consent for WhatsApp and email is recorded with timestamp for compliance.
Customer
Neha Kulkarni
+91 98200 11223 · GST optional
Ticket Creation
Complaint, accessories, and priority flow into a structured intake form.
Routing rules assign the ticket to the right technician or bench automatically.
Customer receives a branded message with ticket ID before they leave the counter.
TKT-2026-01402
MacBook Pro · No power
Assigned: Bench A · Priority: Standard
Diagnosis & Cost Estimation
Technicians log findings, photos, and recommended parts inside the ticket.
Labor and material lines roll up into a quotation ready for management review.
Margin guardrails flag quotes that dip below policy thresholds.
Diagnosis
Logic board failure · Recommend board swap
Est. ₹32,500
Customer Approval
Estimates go out on WhatsApp, email, or printed PDF — your customer chooses.
Digital approvals sync back instantly so work never starts on verbal maybes.
Declined quotes archive cleanly with reasons for future coaching.
WhatsApp · Approved
Customer tapped “Yes, proceed” at 11:18
In Progress — Repair Begins
Status moves to active work with expected completion windows visible to managers.
Parts reservations convert to consumption as tasks complete.
Internal chat keeps technicians aligned without leaking noise to customers.
On Hold (if needed)
Waiting on parts or customer decisions pauses SLA clocks fairly.
Re-approval paths reopen automatically when blockers clear.
Supervisors get daily digests of tickets stuck too long in hold.
On hold · Awaiting part
ETA inbound Friday · SLA paused
Quality Check & Ready for Delivery
QC checklist ensures accessories, cleanliness, and functional tests pass.
Pickup instructions include branch hours and authorized collectors.
Notifications fire only after QC signs off — no premature promises.
QC checklist
- ✓ Power-on test
- ✓ Accessories packed
- ✓ Cosmetic wipe-down
Invoice & Payment — Job Closed
GST invoice inherits every line from the approved quote plus legitimate variances.
Payments post against the invoice with partial settlement support.
Closure triggers satisfaction prompts and archives the full audit trail.
Invoice INV-8841
Paid ₹32,500 via UPI
Closed · CSAT sent
Under the hood
Multi-tenant isolation
Every company’s data lives in logically separated partitions with encryption in transit and at rest — perfect for OEM partners who host multiple dealers.
Role-based security
Policies enforce least privilege from the API upward, so a technician never accidentally exports your entire customer database.
Full audit trail
Who changed a ticket stage, edited an invoice, or approved a discount — timestamped and exportable when auditors knock.
Ready to mirror this flow in your branches?
We help you map existing stages before you import a single customer.