Equipment & Spare Parts Distributors - Orders, Warranty, Logistics Planfix CRM and Project Management System

Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Planfix runs equipment orders, warranty, and logistics in one live system so you capture every request, protect margin, and keep customers supplied.

Bring Orders, Warranty, And Logistics Together — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Bring Orders, Warranty, And Logistics Together

You coordinate orders, returns, and warranty claims across many channels and systems. Planfix gives you one configurable workspace with email to ticket, Planner boards, and shared views, while Data tags and Project Totals reveal true margins by product line and customer.

Capture Every Request

Capture and classify every order, claim, and logistics request in one place with consistent fields and owners.

Coordinate Fulfillment Work

Coordinate picking, packing, and shipments with clear ownership, due dates, and priorities your team can trust.

Track Warranty And Costs

Track warranty decisions, returns, and financial impact from first request to closure, with auditable history and notes.

Capture Every Request In One Place — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Capture Every Request In One Place

Start by capturing every request into Planfix as a task. Connect email, telephony, and chat so each call and message becomes a structured case with a responsible person, due date, and status you can monitor in real time.

Live Planner Board For Every Case
New orders, urgent breakdowns, and warranty claims land on Planner boards and auto triage routes them to the right people.
Full History Per Customer
Each client record shows orders, returns, calls, and decisions in one thread with telephony logs and AI summaries.
What Changes When You Use Planfix — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

What Changes When You Use Planfix

You stop losing orders and claims because every channel lands as a task. Planner keeps warehouse and logistics focused on what to pick or ship next. Data tags, Project Totals, and the Client Dashboard show costs and keep accounts informed.

Capture And Classify Every Request

Coordinate Picking And Shipping

Track Warranty Decisions And Returns

Keep Customers And Sales Informed

Capture And Classify Every Request — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Capture And Classify Every Request

One filtered queue groups orders, warranty, and logistics requests by customer, product, or SLA.
Auto triage routes new tasks based on source, region, or contract rules you configure.
Operators see clear priorities instead of scrolling through shared mailboxes and personal chats.
Selection Parameters
Coordinate Picking And Shipping — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Coordinate Picking And Shipping

Planner board groups tasks by status, stock availability, or warehouse zone for fast decisions.
Drag and drop cards between conditional lists to update assignee, route, or service level automatically.
Warehouse and logistics teams see what to pick, ship, collect, or delay in one view.
Planner And Boards
Track Warranty Decisions And Returns — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Track Warranty Decisions And Returns

AI Dataminer reads photos and emails and fills defect type, serial number, and other key fields.
Data tags log freight, labor, parts, and write offs so warranty costs are captured per case.
Project Totals roll these values up by product line, customer, supplier, or contract for reporting.
Data Tags And Totals
Keep Customers And Sales Informed — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Keep Customers And Sales Informed

Client Dashboard shares selected tasks with customers and sales without exposing internal notes or controls.
External users see status, deadlines, and comments in one place and add files or replies as needed.
Sales teams stop chasing updates in chats and forward the dashboard instead of rewriting progress.
Client Dashboard
What Your Operation Looks Like With Planfix — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

What Your Operation Looks Like With Planfix

Your order desk, logistics, and warranty teams share the same live picture of every request. Each case has an owner, deadline, and traceable history. Margin losses become visible early, so you adjust rules, discounts, and processes using real data.

Calm When Incidents Hit

You feel calm because high risk orders and claims stand out immediately on boards and dashboards.

Confident In Your Numbers

You explain performance to management and suppliers with clear margins, volumes, and trends instead of rough estimates.

Trusted By Key Accounts

You respond fast and transparently, so key accounts see you as a reliable partner in critical moments.

Results You Can Expect

Results You Can Expect — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Less Firefighting

You reduce firefighting because urgent breakdowns and critical orders are captured, prioritized, and visible to everyone.
Results You Can Expect — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Protected Margin

You protect margin as freight, handling, and warranty costs roll into Project Totals and dashboards automatically.
Results You Can Expect — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Stronger Relationships

You strengthen relationships with partners and manufacturers using structured cases with photos, logs, and data ready for audit.
Why Planfix Is Easy To Adopt — Equipment & Spare Parts Distributors - Orders, Warranty, Logistics

Why Planfix Is Easy To Adopt

Planfix sits around your existing ERP and warehouse tools, capturing communication and decisions without heavy integration projects. You start with email to ticket and simple Planner boards, while roles, status sets, and the Client Dashboard keep control of sensitive data.

Mailboxes And Chats

Planfix replaces unstructured threads with tasks that store files, comments, call logs, and decisions in one history per case.

Spreadsheets And Manual Trackers

Planfix replaces static files with live boards, Data tags, and calculated fields so reports update themselves while work happens.

Generic Ticket Tools

Planfix connects CRM, logistics, and warranty costs so you see not just tickets but real impact on margin and service.

Run Equipment Orders, Warranty, And Logistics In One Live System

Start now
No credit card needed • Unlimited time on Free plan

Connect Planfix To Your Equipment Stack

Integrate channels, telephony, storage, and calendars so orders, warranty, and logistics work from the same live system.

See all integrations
Other Solutions For Small And Medium Business
FAQ

Use all of Planfix's features for 14 days, completely free of charge

Start now