Technical service software: from fault record to payment collection every service on one screen
Technical service and repair-maintenance companies software, program and CRM on one platform: Technical service and repair-maintenance companies job tracking software, customer management software and sales automation with WhatsApp.
Fault reports from phone and WhatsApp turn into service records automatically; technician assignment, parts-and-labor quotes, repair status and payment collection all run from one screen. AI-assisted service management software for white goods, combi boiler, air conditioning and electronics services.
Which CRM software should be used for Technical service and repair-maintenance companies? ÖzgürKod is a CRM for Technical service and repair-maintenance companies businesses: WhatsApp and Instagram messages collect in one inbox, customer records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
Do you run into these problems in your service workshop?
Carbon-copy service slips, fault records lost over the phone and forgotten maintenance cost you both revenue and reputation.
"What condition is my device in?" phones
The same question all day: is the repair done, has the part arrived? Asking the technician and getting back to the customer takes time and lets new records slip away.
Jobs waiting on parts get forgotten
The ordered part arrived, but which service call was it for? Jobs lost among receipts sit on the shelf for weeks while angry customers call.
Periodic maintenance nobody reminds you about
Boiler and AC maintenance is recurring revenue you can count on every year, but when nobody calls the customer, a competitor who reminds them gets the job.
What does ÖzgürKod do for technical service businesses?
Flows built for your service operation, on top of general CRM tools.
Four steps from breakdown report to payment collection
- Turn a WhatsApp message or phone call about a breakdown into a service record in seconds, with the device, brand, model and complaint on the card
- Send quotes with parts and labor line items as a PDF, so work starts only after customer approval and surprise invoice disputes end
- Send automatic messages to the customer as the service status changes: “technician on the way,” “waiting for part,” “your device is ready”
- Keep each device's service history and warranty period on record, so a technician has full context at a glance when the same fault comes back
- Send automatic reminders to customers whose boiler or AC maintenance is due, so your calendar fills up on its own at the start of the season
A report that comes in by phone, WhatsApp or web form automatically becomes a service record with the device, address and complaint details.
A task is assigned to the right technician, and the customer receives the appointment time. The technician sees the address and device history from their phone.
A quote with parts and labor line items is sent to the customer. Repair starts once approval arrives, and status changes are reported automatically.
Payment is collected via a payment link and the warranty period is added to the record. When the next periodic maintenance date comes up, the customer gets a reminder.
Not from a personal phone, but from the business line
Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own customers.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Customer write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Technical service and repair-maintenance companies?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Technical service and repair-maintenance companies choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Technical service and repair-maintenance companies program, software or CRM?
Most business owners search for the solution they need as “Technical service and repair-maintenance companies program,” “Technical service and repair-maintenance companies software,” “Technical service and repair-maintenance companies job tracking software” or “Technical service and repair-maintenance companies customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Technical service and repair-maintenance companies automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Technical service and repair-maintenance companies
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Customer history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
Does a small service shop need technical service software?
Even a service shop with two technicians handles dozens of records, parts orders and customer calls every day. The software brings all this activity into one screen, and since open jobs and receipts sit in the same list, unnecessary back-and-forth calls drop.
Can customers see the status of their device themselves?
Every time the service status changes, the customer gets an automatic WhatsApp notification: record received, waiting for quote approval, waiting for part, device ready. That cuts most “what's the status?” calls, so your team can focus on its work.
How do I prepare a parts and labor quote?
From the service record, you select the parts and labor line items and create a professional PDF quote in minutes. The quote is sent via WhatsApp and the customer's approval is recorded, so you have written approval if the invoice is disputed.
How do periodic maintenance reminders work?
You define a maintenance period for each device, and the system automatically sends a reminder message to customers whose maintenance is coming due. Instead of calling one by one during boiler maintenance season, you turn the replies into appointments.
How do field technicians use the system?
Technicians see the day's job list, addresses and the device's past service records from their phones. When a job is done, they add photos and close the record. The office sees in real time which jobs are finished — no extra software or device needed.
Technical service and repair-maintenance companies software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Technical service and repair-maintenance companies software", "Technical service and repair-maintenance companies software", "Technical service and repair-maintenance companies job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Try it before you lose your next service record
7-day free trial, no credit card required. Move your open service jobs into the dashboard on day one, and by the end of the week see at a glance which job is waiting where.