Appliance repair software for the job that takes two visits
Take a deposit before you order the part, draft the repair from a photo of the data plate, and text the customer when the part lands, with the diagnostic credited when you come back to put it in.
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The part came in. Whose was it again?
Tuesday you diagnose a washer that won't drain, the pump is three days out, and you tell her you'll call when it lands. By Friday there are five boxes on the shelf and you're scrolling texts to work out which one belongs to which house, whether she agreed to $289, and if the $89 diagnostic was paid. Meanwhile the phone rang twice while you were behind a dishwasher.
Part deposits
The part is paid for before it's on your shelf
Put the diagnostic and the repair on one estimate and get it signed on your phone in the laundry room, or text it if she wants to think it over. Ask for a deposit as a fixed amount or a percentage, and she pays it on the same page through Stripe, Square or PayPal, by card, ACH or PayPal. You order the pump that afternoon knowing she's committed. When you come back and invoice, she's charged only what's left.
- $89 diagnostic, credited when they go ahead
- Drain pump, OEM, installed: $289
- $150 deposit before the part is ordered
- Balance paid from the text link on visit 2
- Checks and Zelle recorded by hand
Model number from the photo
Photograph the data plate, get the repair drafted
Snap the plate inside the door jamb or behind the kick panel and say what's wrong: French-door fridge, fresh-food side warm, fan's quiet. Up to 3 photos are read at full resolution, which is what picks up the model number, and the AI Estimator drafts the repair at your own prices in under a minute. Every draft spells out what's included, what it assumed and what's left out, so "I thought that fixed the ice maker too" doesn't turn into a free second trip. Check it and send it as a normal estimate.
- Model and serial picked up from the plate photo
- Priced at your own rates, not market averages
- Included, assumed and not included, spelled out
- Change it in plain English
- A draft you check before it goes out
Booking page
Know it's a dryer with no heat before you load the van
Your booking page takes requests around the clock. The customer writes what's wrong in their own words, the brand, the symptom, how old it is, and picks one of your open times. They're added as a lead and you get an email, so you turn it into a booking and bring the thermal fuse and the element instead of guessing on the first trip.
- Only open times, so no double-booked slot
- Starts at least 12 hours out
- Customer added as a lead, you get an email
- Turn it into a booking, an estimate or an invoice
Part's in
Text her when the pump lands, next to her estimate
When the part shows up, text the customer from her record: your pump came in, still good for Friday? It goes as a normal SMS, so she doesn't need an app. Her reply comes back to the same thread with a push notification, and the thread sits next to the estimate for that repair. The property manager's texts about unit 4B sit on their record the same way, on your phone in the truck and on the web at the desk.
- Normal SMS, no app for the customer
- The thread next to her estimate and invoices
- A push notification when she replies
- Photos of the data plate both ways
- The same thread on your phone and on the web
Landlords and warranty work
Landlords and warranty companies on their own terms
Give a property manager their own price list, and it's used on every quote and invoice for them. A home warranty company can be a customer too, with its payment terms on the record and the claim number in the notes, so the invoice goes to them and you can see what they still owe. Model and serial numbers go in the notes, so the next call about that fridge starts with the right part. There's no link to a warranty company's portal.
- Bexley Rentals, 10% off on every invoice
- Payment terms on the warranty company's record
- Claim number in the notes
- Model and serial numbers from the last visit
- What each one still owes
Close out the second visit paid
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