Handle POS ATM Service Planfix CRM and Project Management System

Handle POS ATM Service

Planfix runs your POS terminal and ATM service in one live system so you keep fleets available, meet SLAs, and protect service margin.

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Keep Every Terminal Available and Compliant — Handle POS ATM Service

Keep Every Terminal Available and Compliant

Keep thousands of POS terminals and ATMs online and compliant across cities and regions. One workspace unites incidents, terminals, routes, and costs, while Data tags and Project Totals reveal true SLA performance, contract cost, and margin in real time.

Capture and Triage Every Incident in One Place — Handle POS ATM Service

Capture and Triage Every Incident in One Place

Turn branch emails, hotline calls, and monitoring alerts into structured tasks through email to ticket and integrations. Planfix AI Dataminer parses free text, fills asset and symptom fields, and drops each incident into the correct SLA queue with clean data.

Plan and Dispatch Field Visits with Confidence — Handle POS ATM Service

Plan and Dispatch Field Visits with Confidence

Planner boards use conditional lists to rank incidents by SLA, region, and client. Switch the same board into map and calendar views, see engineers and routes, and assign visits with confidence so you cut travel time and hit on-site SLA windows.

Prove Every Fix and Show Real Service Performance — Handle POS ATM Service

Prove Every Fix and Show Real Service Performance

Engineers see device history, symptoms, and modules on mobile. Checklists guide diagnostics and replacement, while time and parts are logged with Data tags. Photos, serials, signatures, and tests stay in the task so every visit has a full audit trail.

Heads of Service Operations

You run POS or ATM service for banks, retailers, or payment providers and need predictable uptime.

Leaders Under SLA Pressure

You feel constant pressure from SLA penalties, callbacks, and disputes around evidence and timing.

Owners of Complex Contracts

You lose money on some contracts but cannot clearly show costs, margins, and chronic issues.

How Planfix Keeps Your Fleet Running — Handle POS ATM Service

How Planfix Keeps Your Fleet Running

Every alert, call, or email becomes a task with the correct asset, location, and SLA. Conditional lists, Location fields, and map views help you assign the right engineer, balance workloads, and keep incidents moving through clear, trackable stages.

How Planfix Protects Margin and Service Quality — Handle POS ATM Service

How Planfix Protects Margin and Service Quality

Time, parts, and travel are logged as Data tags and roll into Project Totals for each contract or region. Reports highlight chronic incidents, weak sites, and unprofitable contracts so you can reprice SLAs, plan preventive work, and protect margin.

What Your POS and ATM Service Looks Like with Planfix — Handle POS ATM Service

What Your POS and ATM Service Looks Like with Planfix

Incidents flow into one system and move across clear stages. Dispatchers see routes, workloads, and risk on one Planner board. Engineers arrive prepared, capture evidence on-site, and you negotiate contracts from a position of strength with real numbers.

Start without Disrupting Your Current Service — Handle POS ATM Service

Start without Disrupting Your Current Service

Start by capturing new incidents in Planfix while your legacy tools keep running. Use imports and integrations to bring history over gradually, give dispatchers and engineers mobile access and simple checklists, and refine workflows later with no-code customization.

Why Planfix Replaces Legacy Tools — Handle POS ATM Service

Why Planfix Replaces Legacy Tools

Legacy ticketing tools track incidents but ignore routes, modules, and costs. Planfix unifies helpdesk, field work, and finance logs in one workspace so you stop juggling systems and give banks and retailers transparent, audit-ready service data.

Incident Intake and Triage

Dispatch and Field Work

Evidence and Margin Control

Incident Intake and Triage — Handle POS ATM Service

Incident Intake and Triage

Turn emails, calls, and monitoring alerts into tasks with correct SLA and location fields.
Use AI Dataminer to extract device IDs, symptoms, and branches from free text.
Auto-route incidents into the right queues so dispatchers see clean, ordered backlogs.
AI robots in Planfix
Dispatch and Field Work — Handle POS ATM Service

Dispatch and Field Work

See incidents, routes, and engineer workload on one Planner board with map views.
Balance teams using company calendars, Planned Work Time, and SLA-based priorities.
Guide engineers with checklists and mobile access to history, contacts, and attachments.
Schedules and calendars
Evidence and Margin Control — Handle POS ATM Service

Evidence and Margin Control

Capture photos, serials, signatures, and test results right in the task on each visit.
Log time, parts, and travel as Data tags that roll into Project Totals and reports.
Share client dashboards so banks and retailers see status, uptime, and proof on demand.
Client dashboard

Key outcomes for POS and ATM service teams

Key outcomes for POS and ATM service teams — Handle POS ATM Service

Predictable SLA performance

Track every incident and visit, prevent hidden breaches, and keep uptime commitments visible to clients.
Key outcomes for POS and ATM service teams — Handle POS ATM Service

Controlled service margin

See time, parts, and travel by contract so you can reprice weak SLAs and grow profitable work.
Key outcomes for POS and ATM service teams — Handle POS ATM Service

Audit-ready evidence

Store photos, module histories, and signatures in tasks so every dispute has clear, structured proof.

Keep Every Terminal Available With Planfix

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