With Appsonify RepairFlow, you can manage your entire equipment repair workflow using our web based application. Whether you are repairing cars to electronics, you benefit from better customer service, cut HR costs and improve productivity amongst your repair technicians. See the last slide for contact details.
2. About RepairFlow
• The goal of this project is to gather requirements for building a
web based application to automate equipment repairs
workflow and management.
• This application, referred to as Appsonify RepairFlow will
incorporate many existing repair workflow associated with
equipments into a succinct and highly automated workflow.
• RepairFlow is to be built out in its basic form, followed by
updates of increasing functionality
• Module Versioning
– Module versions will be XX.XX
• The first two digits will incorporate new functionality
• The last two digits will be bug fixes
• The Alpha build will start at V 00.00
– Major builds will correspond to milestones
3. Typical Repair Workflow
Approved Estimate in Portal
Lead Diagnostic Quotation Sales Order Parts Repair
Pickup/Deliver
y
Invoice
Main Benefit: Cut HR costs and automate
workflow in accounting, repair shop, sales
while keeping your customer updated on the
status of their repairs.
Deposit/Ship
4. Detailed Workflow
Generate Invoice
Opportunity
RMA Form &
Deposit via
Portal
Gen. RMA# &
barcode
Receive Product
by scanning
barcode
Assign Shelf
Location
Email
Confirmation
Quotation
Assign
Tech/Task
Create Draft
Estimate
Confirm Estimate
Internally
Send Estimate to
Customer upon
internal approval
Work Order
Assign
Tech/Task
Create Parts
Order
Notify Tech/
Make Repair
Notify Customer
for Pickup or
Delivery
Invoice
Accept Payment
Pickup/ Delivery
Create UPS
Label and
Tracking Info
Estimate
Approved via
Customer Portal
Appsonify RepairFlow aims to automate all of the above workflow.
Customer Calls
Direct to Web App
Approve Parts
Order /Receive
Parts
5. Important Features
• Customer Deposit & Order System – Customers need to be able to make a deposit
payment at time of their online repair order (RA # is generated only after payment
confirmation)
• Customer Portal – Customers can track the status of their repairs via portal (xmlrpc vs.
direct portal access)
• Repairs Workflow – Internal tracking of the actual repair
• Task Assignment by Service Manager – Probably an issue with setup more than
programming
• UPS/Fedex/Rocketshipit Integration – World Ship integration so that shipping cost is
automatically calculated, labels are automatically printed, and tracking numbers are
recorded
• Paypal Integration – Need paypal to use IPN (Instant Payment Notification) to automate
accounting AND customer notification (setup issue)
• Automatically select company forms and logos based on the manufacturer of the repair
Send an automated follow-up email 2 weeks after sale to remind customer to review our
services on Google +
• Create barcodes from RA# and use that to confirm unit has entered our warehouse.
– Prompt location and condition entry (i.e. shipping damage or peripherals included) when barcode is
scanned or unit is manually marked as received
• Ability to assign units to technicians for repair
• Ability for technicians to flag unit for review by lead engineer for difficult repairs
6. Common Workflow Fields
• Repair Units
– Manufacturer
– Model
– Serial Number
– Warranty Expiration
– Associated Work Orders
• Active Repair
– Item location
– RMA #
– Delivery type (walk-in/shipped)
– UPS tracking number
– Condition it was received in
– Check box for peripherals like power cords
7. Customer Features
• Request new Repair via Form
• View Prior Repairs & Invoices
• Confirm/decline Estimates
• View Estimates
• Pay deposit (1 hour labor + return shipping
[estimated by fedex + 10%])
• Pay Invoice
• Track Repair & Shipping
8. Customer Email Notification
• Customer completes Repair Request and makes deposit ->
Email RA# and deposit confirmation
• Customer completes repair request but not deposit -> Email
customer to notify incomplete request with link to continue
• Unit is scanned/entered into system -> Notify customer unit has
been received
• Estimate is completed -> Customer is notified to log in to portal to
view estimate & confirm
• Estimate approved & Parts Received -> Email customer that parts
have been received
• Repair completed -> Email customer to pay invoice
• Estimate declined -> Email customer
• Unit has shipped -> Include tracking number
• Review request -> How did we do? Link to google+ for users
tagged “customer happy”
9. Status Codes
Code Status
RC Received
CA Customer Approval
EA Estimate Approved / Waiting to Order Parts
WP Waiting for Parts
PR Parts Received / Waiting for Tech
CM Completed
PY Waiting for Payment
SH Shipped
WI Waiting for Information
WR Waiting for 3rd Party Repair
10. Thank You
• Open to beta testers.
• Please contact john@appsonify.com for more
info.
• http://www.linkedin.com/in/johnkim1
• http://appsonify.com