Everything you need to run a service business

Tickets, customers, inventory, people, and money — orchestrated in one multi-tenant workspace tuned for repair and field-style workflows across India.

Smart Ticket Management

Design ticket stages that mirror your shop floor — from intake and diagnosis to parts hold and customer pickup. Auto-assign by skill, branch, or load, and keep every stakeholder aligned with WhatsApp and email triggers.

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Highlights

  • Custom statuses with colors and SLAs
  • Internal notes and customer-visible updates
  • Parts linked to tickets with consumption tracking
  • Branch-aware queues and filters

Customer 360° View

One profile for every person and business you serve — merge duplicates, attach GST details, and see the full story of devices, tickets, approvals, and payments without opening five different screens.

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Highlights

  • Unified timeline across branches
  • Consent-aware communication log
  • Smart search by phone, email, or device serial
  • Tags for VIP, warranty, and corporate accounts

Inventory Control

Know what is on the shelf, on order, or reserved for a job. Low-stock rules, vendor catalogs, and ticket-linked consumption mean technicians never promise a part you do not actually have.

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Highlights

  • Multi-branch stock with transfers
  • Purchase orders and GRN matching
  • Alternate part suggestions
  • Valuation and aging reports

Employee Management

Bring staff onboard with the right role on day one. Track attendance with optional geo checks, approve leaves in context, and surface performance metrics that reward consistency — not guesswork.

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Highlights

  • Role templates for desk, tech, and manager
  • Shift-friendly attendance policies
  • KPIs tied to tickets and CSAT
  • Audit log for sensitive HR actions

Quotation & Invoicing

Turn approved estimates into GST-ready invoices without retyping line items. Share PDFs on WhatsApp, record partial payments, and give finance a clean trail from quote to closure.

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Highlights

  • HSN/SAC aware line items
  • Discounts, round-off, and multiple tax rates
  • Payment modes with reconciliation
  • Credit notes and amendments

Reports & Analytics

Slice revenue, turnaround, and inventory the way leadership actually asks questions — by branch, technician, category, or channel. Export to Excel or PDF when you need to share outside the platform.

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Highlights

  • Executive dashboard with drill-down
  • Branch comparison and ranking
  • Inventory movement and valuation
  • Scheduled email summaries

See ServiceBookCRM on your own data

Spin up a sandbox with sample tickets, customers, and inventory — or bring a CSV and we will help you import.

INTEGRATIONS

Works with your existing tools

Connect customer messaging and billing today — with more native integrations shipping every quarter.

WhatsApp Business

Available

Gmail

Available

Google Calendar

Roadmap

Razorpay

Roadmap

Still comparing spreadsheets?

Move your next hundred tickets into ServiceBookCRM and measure the difference in callback volume, billing errors, and technician idle time.

Book a personalized walkthrough