Back office for appliance services

Diagnostic fees up front, firm prices only after diagnosis

Diagnose-first appliance repair and like-for-like installation: the tech identifies the failed component, quotes parts and labor, and only proceeds on customer approval. Every job is license-free scope and tracked through the final test cycle.

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Configured for Appliance Services

Not generic software. Your trade's operating system.

The configured workflow pack covers intake and urgency classification through diagnosis, approval-gated repair or like-for-like installation, test-cycle QA, and warranty-timed follow-up.

TP-01

Approval-gated repair quoting

Work cannot start until the customer approves the parts-and-labor quote in writing — the workflow blocks diagnosis from becoming a repair without sign-off.

TP-02

Parts ETA scheduling

When a part must be ordered, the return visit is scheduled with the real ETA communicated and confirmed proactively.

TP-03

Diagnostic-fee billing logic

The diagnostic fee is quoted before dispatch and applied to the repair when the customer approves the job; billed standalone only when declined.

Your workflow pack

Every phase configured before you log in.

Your back office ships with these phases built for Appliance Services — tasks, checklists, and QA gates included.

Phase 1

Intake & Scheduling

Urgency classified at intake — a fridge outage gets same-day priority over a noisy dryer — with appliance type, brand, model, age, and symptom captured up front so likely parts are pre-staged on the truck.

Phase 2

Quote & Approval

The diagnostic visit fee is quoted before dispatch; a firm repair price is never quoted before on-site diagnosis, and nothing starts until the customer approves the parts-and-labor quote.

Phase 3

Repair

Run the diagnostic on the reported symptom, photograph the model and serial plate, quote parts and labor, get approval, complete the repair, and test the full operating cycle.

Phase 4

Installation

Confirm the old unit is emptied and unplugged, protect floors, remove the old appliance for haul-away, then set, level, connect, and test the new unit.

Phase 5

QA & Closeout

Appliance runs a full cycle with no error codes; no leaks, abnormal noise, or vibration; work area cleaned and packaging plus old parts removed.

Phase 6

Invoicing & Review

Invoice issued the same day with the diagnostic fee applied to completed repairs; warranty terms explained, a next-day check-in confirms everything runs right, then a review request goes out.

Quoting, our way: The diagnostic fee is quoted up front; firm repair pricing comes only after on-site diagnosis. Repair-vs-replace honesty is required: if the estimate exceeds the sensible value of an old unit, the tech documents the recommendation.

How a job flows

From first call to paid invoice.

Step 1

Report the symptom

The customer submits appliance type, brand, model number from the rating plate, age, and a plain-language symptom; urgency is classified, with fridge outages getting same-day priority.

Step 2

Book with the fee up front

Confirmation includes an arrival window, the stated diagnostic fee, and prep instructions: clear access to the appliance, empty perishables from the fridge, secure pets.

Step 3

Diagnose, explain, quote

The tech confirms the symptom, runs diagnostics on error codes and components, then gives a plain-language explanation plus a parts-and-labor quote — nothing starts until approved.

Step 4

Repair or order parts

If the part is on the truck, the repair happens the same visit; if a part must be ordered, a return visit is scheduled with the ETA communicated.

Step 5

Test and clean up

The tech tests multiple operating cycles, checks for leaks, noise, and vibration, and cleans the work area before leaving.

Step 6

Invoice and follow up

The diagnostic fee is applied to the repair when completed; a next-day message confirms everything still runs right, and the review request follows.

Proof on every job

Evidence your customers can see.

Every Appliance Services job carries photo and documentation standards — dispute prevention built into the workflow.

✓ Model and serial plate photos on every job
✓ Diagnostic notes from error-code and component testing
✓ Before-and-after photos of the repair or install
✓ Multi-cycle test documented — full cycle with no error codes, no leaks, no abnormal noise or vibration
✓ Repair-vs-replace recommendation documented when the estimate exceeds the sensible value of an old unit

Our boundary, stated plainly: When a part must be ordered, we quote the real return-visit ETA instead of promising a same-visit fix.

Pricing

One recovered job a month pays for it.

Your Deputy tiers for Appliance Services: Per-job diagnostic fee plus repair pricing, with like-for-like installs priced per project by appliance type.. Same platform, configured for how appliance services work gets billed.

Launch

Owner-operators & 1–2 person shops

$179/mo

$499 one-time onboarding · $1,790/yr annual

Branded client portal on your subdomain
Online booking page + Appliance Services intake form
Digital quotes/proposals with e-sign
Invoices + online payment
Review engine (auto requests after paid jobs)
1 niche workflow pack
Unlimited staff seats
Email support

Start with Launch

Growth

Growing shops with crews (3–15 people)

$299/mo

$999 one-time onboarding · $2,990/yr annual

Everything in Launch, plus:
Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
Crew checklists & SOP library
Reputation + referral engine
Service recovery: callback, billing & warranty inboxes
Subcontractor packet: credentials, availability, offboarding
Priority support

Start with Growth