IndustriesEquipment dealers and service
Software and AI for equipment dealers and service companies
You sell the equipment, then you keep it running: service contracts, parts, supplies, site visits. That second half is where the paperwork piles up. We connect the tools you already use and build what is missing, so your team knows what every customer owns and what you are on the hook for.
Where we start
What we fix for equipment dealers and service companies
The pointService contracts and serial numbers live in a spreadsheetThe layerEvery unit tracked by serial number, linked to the customer, the contract and the service history
The pointCustomers call the office to check on orders, visits and suppliesThe layerA customer portal where they see their equipment and orders, book service and reorder supplies
The pointSales works in the CRM, orders and invoices live in the ERPThe layerHubSpot and SAP Business One, or QuickBooks, kept in step, so nobody retypes and sales can see who has paid
The pointRenewals slip because nobody filtered the sheet that monthThe layerRenewal reminders that reach the account manager before a contract lapses
Services
How we help
Related work
A project like this
FAQ
Questions from equipment dealers
01
We sell through resellers. Can it handle billing one company and servicing another?
Yes. Each unit can have an owner, a site and a separate company you bill, so resellers and head offices are handled properly.
02
Do we need a new system for this?
Usually not. Equipment records can live in HubSpot or SAP Business One. We add a portal or a custom layer only when it clearly helps.
03
Can we start with just the service contracts?
Yes, and it is often the best place to start. Bring the spreadsheet in, clean it up, add renewal reminders, then build from there.
Could SR&ED cover part of your build? Read how it works
How we work
Every project, the same three steps
01We find the pointWe sit with your team and pick the one problem costing you the most.
02We build the layerSoftware, AI and integrations on top of the tools you already have.
03We keep it runningYour team gets trained, you own everything, and we stay on for support.