How does Planfix centralize device intake?

Planfix turns every request into a task and stores the customer, device data, photos, and status history in the same card. You can intake from email, messengers, or forms and still keep one queue. This removes lost devices and gives managers one source of truth.

Can customers track repair status themselves?

Yes. You can share a client dashboard for each customer. They see only the repair tasks you shared, with statuses, comments, and files. All replies stay in the task, even if the customer answers from email. That way your team does not spend time on status calls.

How do we prove that work was done?

Store diagnostics, parts used, test results, photos, and handoff documents on the same task. Use status sets so work cannot move forward without filling required fields. Approvals are logged in comments, forming an audit trail you can show to customers or auditors.

Can we run different repair flows in one account?

You can create separate status sets, fields, and automation rules for different device types or service lines. For example, phones may have warranty steps and laptops may need accessories tracking. You still keep one Planner and one reporting layer for management.

Software for Device Repair and Service Centers

Service Workspace in One Place

You capture the request, identify the customer and the device, approve the work, route it to the right technician, track parts, and hand off with proof. Planfix gives you tasks, CRM, rules, reports, client dashboards, and a Planner board.

Build your workspace

Centralized Intake

Capture all repair requests from email, messengers, or forms and turn them into tasks.

Planner and Client View

Show technicians and customers only their tasks and keep replies inside one card.

Auditable Flow

Use status sets, transition rules, and reports so every device has a traceable history.

Centralized Intake

Capture every device in one inbox. Document condition with photos and fields, link the customer and the device to the same card, and move the task to Received so the team works from one queue.

Omnichannel intake

Turn Messages into Tasks

Convert emails, chats, and web form submissions into tasks automatically.

Document Device Condition

Add photos and fields for model, serial, accessories, and visible issues.

Link Customer and Device

Attach the customer to the task so all history stays in one place.

Move to Received

Push the task to a common queue so technicians always see new devices.

Planner and Client View

Use the Planner board with conditional lists so tasks move when status or assignee changes. Give customers a client dashboard where they see only their shared repairs and keep all replies in the same card.

Client dashboard

Conditional Lists

Lists update from rules so technicians always see just their tasks.

Customer Access

Share repair status and comments without exposing internal tasks.

One Thread

Email replies become comments so communication stays clean and auditable.

Intake and Registration

Approval and Work Order

Repair and Testing

Handoff and Closing

Intake and Registration

Turn incoming messages into tasks so nothing is lost.

Link or create the customer for a single history.

Capture device model, serial, and condition as fields.

Move to Received so the team can start work.

Intake in Planfix

Approval and Work Order

Add fault description, scope, and price to the task.

Send the estimate from Planfix to keep replies together.

Use status rules so repair cannot start without approval.

Log approvals to build an audit trail.

Status rules

Repair and Testing

Auto-assign to the right technician from conditional lists.

Use subtasks and checklists to log steps and time.

Add parts from Directories to show stock and cost.

Move to Testing for a second check before handoff.

Parts and directories

Handoff and Closing

Notify the customer that the device is ready with amount due.

Attach the handoff document generated from the task.

Record payment and accessories return on the same card.

Close the task and send it to reporting.

Documents in Planfix

What the End State Looks Like

Every device has a task, every task has a customer, every update is logged, and every handoff is confirmed. Managers see queues and SLAs, technicians see their work, and customers see just their repairs.

Dashboards and queues

One Repair Pipeline

Run intake, repair, testing, and handoff in one controlled process.

Clean Customer Updates

Send status notifications from the same task and reduce calls.

Reporting by Technician

See repairs by brand, device, technician, and status in reports.

Removing Barriers

Replace paper or chat intake with email to task. Run different workflows by device type with status sets and transition rules. Reduce missed work logs with checklists, subtasks, and required fields.

Configure rules

Multichannel Intake

Turn chats and emails into tasks so no device is forgotten.

Different Flows

Use separate status sets for phones, laptops, or warranty repairs.

Logs and Checklists

Use subtasks and checklists so technicians confirm each repair step.

Why Planfix Instead of Other Tools

Spreadsheets turn into tasks with history. Single-channel inboxes turn into multichannel intake that still ends in one card. Generic CRM turns into a no-code repair workspace with Planner, client dashboards, and device-level fields.

Customize Planfix