Service history and renewal reminders belong on the thing you service: the vehicle, the inverter, the meter, the policy. We build that record, and give every renewal date a person who will act on it.
A service engineer reaches a housing society to check an inverter. He does not know it was replaced under warranty last year, that a free battery check was promised, or that the AMC ends next month. He asks the customer, who is already annoyed, and fills a paper job card nobody will read again.
The same engineer opens the unit on his phone before ringing the bell. He sees the replacement serial, last year's fault, the promise made, and the AMC end date with the branch coordinator named as renewal owner. He closes the visit with photos and the next due date.
Each trade services a different thing. Key the record to that thing, not only to the customer's phone number.
A reminder sent to everyone is a reminder nobody owns.
Renewal, warranty and expiry dates come from the sale, policy or contract as it is recorded, never retyped into a separate calendar.
A rule decides who acts: the advisor who sold the policy, the branch service coordinator, the trainer for a PT pack. When someone leaves, their dates pass to a named colleague.
The owner gets a call list ahead of the date, with the customer's history attached. Customer messages follow on your rules through notifications you can pause.
Renewed, declined, lost to a competitor, no answer. Those outcomes become a list a manager can work.
Most of what people want from AMC management software or a warranty management system comes down to these two.
AMC visits. An annual maintenance contract says how many visits, how often and what is covered. In most offices that schedule lives in the coordinator's diary. Enter the contract once, with start date, visit count and covered items, and the visits land in the right technician's list.
The record shows visits done against visits owed, so the coordinator spots a gap before the customer does. Chargeable work found on a visit is quoted on the same job card, keeping the AMC boundary clear.
Warranty. Eligibility should be a lookup, not an investigation. The sale already knows the model, serial, invoice date and dealer. If your warranty starts at installation, the installer captures that date.
When a claim arrives, the desk sees whether the unit is covered, whether it was replaced before, and what your policy says about the replacement. Exceptions go to a named approver, and the decision stays on the unit.
The worst break is often not inside the service team. It is the day a project or sales team declares a job done and moves on. A solar project file holds the as-built drawing, serials and commissioning sheet. A car's delivery file holds the insurance and extended warranty. A builder's handover pack holds the fittings warranties.
If nobody passes that file across, service rebuilds it from what the customer remembers. We build a single record instead: the project team completes it, service takes it over, and handover will not close until serials, documents and dates are in.
If the leak starts earlier, in the sale, SmartBDM, our own CRM, keeps calls, notes and WhatsApp chats on each lead. Its AI helps plan follow-ups and flags leads that need attention.
Handover is a checklist with an owner, not a forwarded folder.
These decide the record's shape, so we settle them first.
Yes. The app shows past visits, open promises and warranty status, and keeps working where signal drops, syncing later. Screens stay short, because a long form at a customer's door gets skipped. See how we build mobile apps for field teams.
No. Franchised dealers usually keep the DMS for warranty claims and parts. We build around it: renewal call lists, service reminders and reports across outlets, fed by whatever data the DMS will export or share. We check that before scoping.
Sending a reminder is simple. What takes work is a correct date, an owner who will act and a record of what happened. Without those, reminders become noise staff learn to ignore.
Some of it. Active AMCs, open warranties and the last few visits per unit matter most. Older history can be added as units come in, and customers or dealers can register missing serials with an invoice for staff to verify.
Yes, through an approved WhatsApp Business setup with timing and wording you control. Customers can reply to confirm or move a visit, and anyone who has not agreed to messages does not get them.
Send us one job card, one AMC contract or one renewal that was missed. We will read how your service desk works today and propose the first thing worth building.