Application examples

Carry customer requests through to the next step

A customer message, a technician’s report and a technical manual often belong to the same service job. We build applications that connect this information and help the right person respond or follow up.

Works with

What changes

  • Prepare a complete service case with the right asset and history.
  • Give recommendations in reports a clear owner and next step.
  • Retrieve approved technical information for the right model and revision.

Where the manual work remains

  1. Requests without details

    A customer message names a site but not the equipment or its serial.

  2. Recommendations in reports

    A technician’s recommendation stays in a PDF with no owner.

  3. Answers in old manuals

    Engineers search for the right manual revision for the model in front of them.

Application examples

Application examples. Scope and integrations are agreed for each implementation.

  1. Service and support

    Service request intake

    Turn customer messages into service cases with the right equipment, location and history attached.

    Who it is for Equipment suppliers, installation companies and B2B service teams.

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    Illustrative example
    A customer sends a photo and a message about a pump at one of three sites. The application prepares the case, finds candidate asset records and asks for the missing serial number before assigning an engineer.
    Works with
    Approved customer channels, asset and site records, prior service history and routing rules.
    What it produces
    A structured case, relevant history, missing-information questions and a suggested service queue.
    Used by
    Service coordinator.
    What to measure
    Time to a complete case; incorrect asset links and misrouted requests.
    Discuss this application
  2. Service and support

    Service report to follow-up

    Turn recommendations in service reports into assigned follow-ups and draft quotation inputs.

    Who it is for Equipment manufacturers, dealers and independent service businesses.

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    Illustrative example
    A technician recommends replacing a mechanical seal at the next shutdown. The application links the report to the equipment, checks for an existing quote and prepares a follow-up with the part and coverage questions still to be confirmed.
    Works with
    Service reports, asset records, approved parts references, contract information and open quotes.
    What it produces
    An assigned follow-up and draft quotation inputs with the original recommendation attached.
    Used by
    Service manager and the responsible sales owner.
    What to measure
    Time to an assigned follow-up; duplicate proposals; recommendations acted on.
    Discuss this application
  3. Service and support

    Service knowledge assistant

    Help service teams find the right manual section and approved past resolution for the equipment they are working on.

    Who it is for Equipment support teams and B2B service businesses with a maintained knowledge base.

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    Illustrative example
    An engineer looks up an error code for a particular drive model. The application retrieves the relevant manual revision and approved service note, showing the source and asking for the model suffix when it affects the answer.
    Works with
    Approved manuals, model and revision records, service bulletins and reviewed past cases.
    What it produces
    A source-linked answer or a clear request for the information needed to find one.
    Used by
    Service engineering or technical support.
    What to measure
    Time to a useful answer; unsupported answers and incorrect model or revision matches.
    Discuss this application

What an application would prepare

  • A service case with the asset and its history attached.
  • An assigned follow-up with draft quotation inputs.
  • A source-linked answer from approved manuals and past cases.

Stays with your team Diagnosis, part compatibility, coverage and safety-critical actions stay with qualified staff.

Start with the work your team does today

Show us a recent example and how your current software handles it. We will look at what an application would add, and whether configuring the tools you already have is enough.

See how we work

Illustrative example

Service report to follow-up

Used by
Service manager and the responsible sales owner.
What to measure
Time to an assigned follow-up; duplicate proposals; recommendations acted on.
Illustrative example

A recommendation becomes an assigned action

Input
A service report recommends a mechanical seal replacement at the next shutdown.
Application
Find the equipment record, retrieve the recommendation and check for an existing quote.
Output
A follow-up with a named owner, the report reference and the part or coverage questions still open.
Next step
The service owner confirms the details before sales prepares the customer quotation.

Service report to follow-up

A seal to replace. Now with an owner.

  • Service report
  • Asset records
  • Open quotes

1 follow-upassigned to the service owner

The report recommends a new mechanical seal at the next shutdown.

Illustrative example

Questions

All questions

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Where does a customer request or recommendation lose momentum?

Bring a recent service case or report. We will work through the information, handover and next action with you.

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