EarlyRepair Feature Guide

Hi and welcome.

Today we're going to take a quick tour of early repair.

In this demo, we'll highlight the key features that make early repair an all in one tickets, parts and claims management system.

If you're an appliance service center, you're probably juggling tickets in one system, parts in another, claims and manufacturer portals and customer communication everywhere.

This is what service teams deal with.

Every day a ticket comes in, but to resolve it, you're jumping between half a dozen systems.

Our software brings tickets, parts and claims from multiple platforms into one place.

So your team works faster, makes fewer errors, and stays organized.

From acceptance to claim submission, tickets flow in automatically from your existing customer and ticketing platforms.

Parts availability, usage, inventory, ordering and receiving are tracked automatically as work happens in the field.

For tickets that require payment, early repair streamlines the process with payment partners seamlessly integrated across both desktop and mobile.

Automated and manual SMS and voice communications are powered by integrated partners, ensuring timely updates and faster resolution.

We'll start on the to do lists.

This is the daily Command center for CSRs and managers.

Instead of digging around queues or dashboards, everything that needs attention today lives here.

New tickets, customer outreach, parts to order, callbacks, and appointment scheduling.

Each item here is actionable, so let's open one and walk it through the full service cycle.

Once we open a ticket, everything we need is in one place.

At the top you'll see the customer information, contact details, service location, distance, product information so there's no need to switch between systems.

Communication is built directly into the ticket.

CSRs and technicians can call or text the customer without leaving the platform.

All messages and calls are logged automatically so the full conversation stays tied to the ticket.

Customers can also send photos by text like damage serial numbers, error codes or site conditions.

Those images are saved directly to the ticket, making them instantly available to dispatchers, technicians and managers.

With customer details and communications, centralized teams can move faster and avoid missteps as the ticket progresses.

The Service Tracking tab brings together the full operational history.

This is where attachments are saved as well as visit logs and part transaction history.

One area I want to highlight is the Part Transaction Log.

Every part movement, what was requested, ordered, reserved, used or returned is automatically recorded here.

That gives teams real time visibility into parts usage without relying on manual notes or follow ups.

Within the Part Transaction log, the part list shows exactly what's needed to complete the job.

From here, parts can be ordered directly without leaving the ticket.

Given the symptom, perhaps this customer needs a drain pump assembly.

We'll go to the part list, search for the drain pump, select it and easily add it to the ticket.

Once you press this icon, you can compare pricing across our integrated vendors side by side, so you can pick the best option.

Once you submit your part order, the Part order screen comes out here.

You can choose the shipping method and verify all the information.

And once you're ready within the same platform, you can easily submit your part order here.

Once the part order is submitted, the order is tied back to the ticket automatically.

Everything stays connected from part selection to order placement to service completion.

Scheduling is managed through our work map, which gives teams a real time visual overview of the day.

All tickets scheduled for today appear directly on the map based on the service address on file instead of jumping back to ticket list.

Everything is accessible directly from the map.

One click gives you full visibility into the job before making routing or scheduling changes.

You can view multiple technicians at once or you can isolate just one to focus on their specific route.

The system maps out their scheduled stops, making it easy to visualize travel and optimize routing.

If adjustments are needed, routes can be modified quickly to improve efficiency.

Our drag and drop feature allows you to quickly reorder stops or move tickets between technicians.

This makes it simple to adapt to last minute changes, cancellations, or urgent jobs without disrupting the entire schedule.

On the Status tab, you can filter by repair status to view tickets that aren't scheduled for today.

This allows dispatchers to quickly see open or pending jobs and move them into today's schedule if needed.

With drag and drop, those tickets can be added directly to a technician's route in seconds.

the work map gives teams full visibility and control, making scheduling faster, more flexible, and easier to manage in real time.

completion.

Early Repair is built for technicians in the field who works on any smartphone, and it is designed to be fast, simple and easy to use so techs can focus on the repair, not the software.

When a technician logs in, the first thing they see is the ticket list for the day.

All scheduled jobs are clearly displayed in one place, making it easy to see what's coming up.

Let's open up a ticket.

On the Ticket Details page, technicians can view everything they need to see in one customer information, product details, notes from the office, and symptom or repair guidance.

All relevant information is accessible without switching apps or making calls back to the office.

The Parts tab shows all parts associated with the ticket.

Technicians can see which parts were ordered, view tracking numbers, confirm pricing, and indicate whether a part was used or not during the visit.

This keeps inventory, billing and claims accurate without extra paperwork.

Early Repair's integrated SMS allows technicians to review the full message history with the customer and pick up right where the CSR left off.

All prior conversations, images and updates are tied directly to the ticket so technicians have full context before and during the visit.

From here, technicians can continue the conversation, send updates, or use pre written message templates that can be customized in the system settings.

This eliminates repeat questions, reduces miscommunication and keeps the customer experience consistent from the office to the field.

For jobs that require on site payment, billing can be completed directly from the mobile app.

technicians can collect signatures and accept CA cash, check, or credit card payments using Square, converge, Clover, or iWallet.

Payment information is automatically recorded, eliminating manual entry later.

Once the technician finishes the visit, they can simply mark the job as complete or not complete and add any final notes.

This instantly updates the ticket status and keeps the office informed in real time.

With Early Repair's mobile experience, technicians have everything they need in one platform.

Simple, fast, and designed to work anywhere.