Workshop Service Management System

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Workshop Service Management System

In order to run a service workshop smoothly, one requires to have an automated solution to manage all the daily activities properly and Providing a good customer service requires a well-equipped customer relationship management system.Our client owned a drive-through car servicing center with a good customer base. In order to expand the business and manage the increasing number of customers year on year, the client required a solution that will help them manage the daily activities of a workshop like Vehicle Management, Inventory Control, Spare Part Management, Job card creation, Accounting. To provide good customer service they needed a system to keep track of all customer activities. Dreamztech has developed a customized POS system for workshops linked to a CRM system to manage customer services. We also built a website for the client to help them improve their marketing, promotion And brand awareness to increase the clientele.

Business Objectives

The client provided the following business objectives

  • Create a platform to manage all the vehicles coming into the workshop for servicing.
  • Build a system to manage the work schedules of the mechanics and keep track of it.
  • Develop a solution for keeping track of all the items and their availability.
  • Need to have a payment or billing management system.
  • The system should have a task & service history tracking capability.
  • Build a user-friendly CRM system to track all customers.
  • Require a solution to integrate the CRM system with the POS solution.
  • Need to develop a website to showcase the services and facilities provided by the workshop.

SOLUTIONS WE PROVIDED

The customer enjoyed the following benefits through the solution provided by us

  • Built a platform controlled by POS web admin to manage car information and service details.
  • The solution helps to create work schedules and assign work to the mechanics and track completion status.
  • Provided an inventory management system to track transactions and stock movement report in real-time.
  • The POS solution manages all the payment history and invoice generation through its invoice management option.
  • Tasks assigned against a job ID and services availed by every car in the workshop are tracked by the solution.
  • We built a customized CRM system to enlist all the registered customers and the system is accessible from all devices.
  • We integrated the CRM system with the POS solution by Quickbooks Online(QBO).
  • We have built an interactive website for the client that highlights all the services provided by the workshop.

Approach from DreamzTech

The client wanted an integrated system to manage the CRM system as well as a customized POS system and a platform for better business expansion.
DreamzTech delivered a customized CRM system with a POS solution to manage all workshop related issues and customers. Dreamztech also developed an official website for the client for improving marketing and promotion.

asset management system ANALYSIS

DreamzTech deployed onshore Business Analysts to interview stakeholders from client premises and gather requirements for the project. They worked with offshore BAs and Solution Architects for analyzing the business objectives as discussed with the client.

digital ad platform PLANNING

Our architects analyzed the objectives of the project and the probable solutions to determine Technology to be used, database structure, data flow, and microservices. The plan for developing a CRM system, POS solution, and a website was segregated into multiple phases with separate deadlines.

b2b travel portal DEPLOYMENT

Our team comprising of Project Managers, Tech Leads, Designers, Developers, and Quality Analysts worked with the client for 8 months and delivered all of the solutions along with several new enhancements following Agile methodology for technology implementation with continued support.

Services We Provided

THE BUSINESS BENEFITS

The integrated CRM and POS solution helped the client to address the workshop related maintenance problems and serve the client in an efficient manner. The flawless CRM system resulted in greater customer satisfaction, leading to increased revenue. The solution enabled better workforce management resulting in cost savings. The official website developed by us provided them a marketing platform to promote themselves and showcase their expertise.

RM 875K+
Total

transactions completed through the platform.

4200+
Customers

availed service through this platform

3K+
Workshop

services provided through the platform

Key Application Features

The POS solution and customized CRM system owned by the client constitutes several large and complex Solutions and Services. All challenges in complexity were overcome by DreamzTech and the following modules were delivered.

asset management system Car Management

It helps to monitor all the cars entering the workshop easily from a single platform.

digital ad platform Customer Management

All the customer details and service history is managed through this section.

b2b travel portal Products

It provides a list of all the products to view and order from along with the status of in stock or out of stock. With an option to add to cart.

automated oil change Barcode Scanner

Barcode reader helps the billing process much easier and smooth by reducing the time for a manual search.

fleet management -asset management Order Management

It helps manage all the orders placed in the workshop from a single integrated platform. Pricing and quantity of product can be managed from this option.

asset order manage Work Management

Helps to assign jobs against each job ID to the mechanics and track the progress of it. Special notes can be attached to the online assignment that can be viewed by the mechanic.

asset management system Invoice Management

All the payments, billings, and related invoices are automatically generated from this option along with an invoice history management option.

digital ad platform Inspection Sheet

It helps to provide a checklist of all the services availed from the workshop by a particular customer.

b2b travel portal Service History

Users can view the car health details from this option where the car service history report, car information & report section is visible.

asset management system Discounts

Users can view and avail of all the available discounts against each product. Admin can set the discount details from the back end.

digital ad platform Inventory Management

All the transactions and stock movement reports can be tracked in real-time through this feature. It also provides PO, DO, notification, safety level.

b2b travel portal CRM System

The CRM system helps to manage all the customers and their cars through an integrated system. It also helps to maintain client history.

asset management system Official Website

The official website showcases all the services available in the workshop. It also provides an option to view products and discounts associated with them. Customers can place an order from the site.

digital ad platform Car Sticker

We have created a section from where you can generate a car sticker. Once the service is offered, the client prints the car sticker and pastes it in that car.

Technology Overview

USER INTERFACE:

HTML5

CSS 3

Bootstrap

JQuery

BUSINESS LOGIC:

C#

ASP.Net

Ajax

PHP

DATABASE:

MS SQL

MySQL

OTHER TOOLS & TECHNOLOGY:

GIT

JIRA

Linq

Xamarin C#

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