Segments
Who SotaCRM is built for
Three kinds of business whose workflow differs.
Workshop
Workshops and repair
Intake, diagnosis, approval, handover. The customer sees the status, the technician sees their own queue.
- Intake with the reported fault
- Price approved before work starts
- Receipt and completion act from the system
- Full history per customer
Service centre
Service centres
Several technicians, a stream of orders and spare parts. Roles, limits and per-person output all matter.
- Roles and permissions per shift
- Orders distributed across technicians
- Spare parts booked to the order
- Output report for any period
Field team
Field teams
The work happens at an address, not on a bench. Assignment, photo report and sign-off from the phone.
- Assignment with address and date
- Before and after photos
- Completion marked on site
- Piece-rate pay on what was done
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