Requirements checklist
What to ask for when choosing software for appliance repair companies.
A checklist built from how appliance repair companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Appliance register
- Job cards and diagnosis
- Parts quotation and approval
- Spare parts and supplier orders
- Carry-in tags and bench shelf
- Brand warranty claims
- Repair cover and follow-up
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For counter staff
- For technicians
- For the parts buyer
- For the claims clerk
Reports to ask for
Ask to see each one with your own sample data.
- Open job cards by status, brand and technician
- Quotations approved, declined and deferred, with their value
- Carry-in items by shelf, age and awaiting reason
- Parts consumed by model, with supplier lead time
- Brand claims filed, pending and credited
- Return visits by part, technician and appliance type
- Extended care plans due for renewal, with unpaid dues
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Card and payment gateway
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Can one system cover home visits and carry-in items?
- Can the serial number open the full repair history?
- How are quotations kept when a customer is slow to answer?
- Can we record which parts fit which models?
- Does it prepare warranty claims for brands?
- What happens to the failed parts?
- Can technicians use it without a laptop?
- Can customers be told when the appliance is ready?
- How do we see the cost of the system?
- Can records be moved out later?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Serial numbers live on stickers
- Approved quotes go stale while parts wait
- Brand claims miss their window
- Carry-in items get mixed up on the bench
- Repeat visits are booked as new jobs
Prefer to talk it through? See the appliance repair companies page.