ASG Service Portal | Service Portal for Home Services
A UK-based Home Appliance Service and Repair Company. To automate their flow of servicing retail and corporate customers, including quotation, job management, and invoicing.
The Challenge
A UK-based home appliance service and repair company needed to automate their end-to-end servicing workflow for retail and corporate customers — covering quotation, job management, and invoicing. The client had a strict timeline and an existing manual process that created delays at every stage, from engineer visits to customer payments.
What We Built
Quote Management
The typical business flow starts with an engineer visiting, identifying appliance faults, and issuing a quotation. The quote management feature lets both admins and engineers track open quotes and their statuses, giving them a clear picture of potential business at any point.
Job Tracking and Workflow
After the customer approves the quotation, it converts into a job. The engineer can add details and upload attachments specific to the repair. The job moves through a multi-status workflow from pending to completed, with statistics tracked through a central dashboard.
Automated Invoicing and Payments
After the job is completed, the invoice is automatically generated. The customer gets a payment link via SMS and Email, enabling payment through various options online or cash on delivery. All invoice data is tracked, and the invoice dashboard surfaces statistics for converted invoices.
Communications and Admin Panel
The system handles emails, SMS, and PDF generation. All SMS, email, and PDF templates can be customised from the admin panel, along with system management tasks like backups, payment gateway configuration, and other operational settings — enabling the client to manage everything from a single place.
The Result
We adapted our existing Arivaa Service Job product and customised it to match the client's business requirements within their strict timeline. The portal replaced a fully manual process with an automated workflow covering quotes, job management, invoicing, and online payment collection, giving the client's team clear visibility across every open job and outstanding invoice from one dashboard.