Machine Repair Management Integration in Dash SaaS

Introduction

The Machine Repair Management System is a comprehensive software solution designed to help businesses efficiently manage machine maintenance, repair requests, and service operations. The system provides tools for tracking machines, managing repair requests with priority levels, assigning staff members, maintaining service agreements. It includes a dashboard with real-time analytics, calendar integration for scheduling, and complete repair history tracking to ensure smooth operations and customer satisfaction.

How to Install the Add-On?

To Set Up the Machine Repair Management Add-On, you can follow this link: Setup Add-On

How to Use The Machine Repair Management Add-On?

Machine Repair Dashboard

• The dashboard serves as your main control center, providing instant access to key information and performance metrics for your machine repair operations.
• On the dashboard, you will find Statistics Cards display Total Repair Requests, Complete Requests, In Progress Requests, and Pending Requests, giving you an immediate overview of your current workload.
• The Repair Request Calendar uses FullCalendar integration to show all repair requests organized by date, making it easy to plan and schedule your repair activities. This calendar view helps you visualize your upcoming work and manage resource allocation effectively.
• The Status Distribution section displays a pie chart showing completed, in-progress, and pending requests, along with a list of recent requests.
• The Quick Actions provide shortcuts to essential functions, including See Machine Inventory, View Repair Requests, and Check History Reports, allowing you to navigate quickly to frequently used features.
• The Priority Breakdown section displays a visual summary of your repair requests categorized by urgency level – Critical, Medium, and Low – helping you prioritize your workload effectively.
• The Compliance Alerts prominently highlight time-sensitive issues, including Expired Warranties and Expired Insurance, ensuring you stay on top of critical compliance requirements.
• At the bottom of the dashboard, summary cards show the total count for Warranties, Agreements, and Insurance policies. Clicking on any of these cards will redirect you directly to the respective page for detailed information and management.

Machine Management

• Machine management is the foundation of your repair system, where you maintain detailed records of all equipment under your care.
• To create a new Machine, click the “Create” button. Fill in the Machine Name, select the Manufacturer, enter the Model information, set the Installation Date, choose the Status as either “Active” or “Inactive”, and provide a Description of the machine.
• The table displays columns for No, Machine Name, Manufacturer, Model, Installation Date, Status, and Action. Available actions include View, Edit, and Delete.
• Machine Status Management helps you track equipment availability. Active status means the machine is operational and available for service, while Inactive status indicates the machine is out of service or decommissioned.
• When you click “View”, you can view all machine details. The “Edit” action allows you to modify machine information, and “Delete” removes the machine record from the system.

Repair Request

• Repair Request management handles the entire workflow from initial customer requests to completion, with priority-based processing and staff assignments.
• To create a new Repair Request, click the “Create” button. Select the Machine from the dropdown (which loads from your Machine records), enter the Customer Name and Customer Email, select the Technician Staff (dropdown from Staff Users), the Priority Level as Low, Medium, or High, and provide a Description of Issue.
• The table shows columns for ID (auto-generated like #MRR00001), Machine, Customer Name, Staff, Date of Request, Priority Level, Status, and Action. Available actions are View, Edit, and Delete.
• The Request Workflow follows a specific process: Initial Creation sets the status to “Pending”, then an Admin assigns a staff member to handle the request, Progress Tracking updates the status to “In Progress” when work begins, and Completion sets the status to “Completed” when a diagnosis.
• When you click “Start Progress”, the status will change to “In Progress”. After that, you will see the “Complete” button, and when clicked, the status will change to “Completed”. The “View” button allows you to view the complete request details, while the “Edit” action enables you to update the request information, and the “Delete” button is used to delete the repair request.

Repair History

• Repair History provides a complete record of all completed machine repair activities, serving as a valuable reference for tracking machine performance and service patterns.
• The list page displays a table with columns for Machine, Customer Name, Technician, Date of Request, and action. This Page only shows completed machine repair history data, ensuring you have a clean record of finished work.
• The repair history automatically populates when repair requests are marked as completed, creating a permanent record of all maintenance and repair activities. This information is valuable for tracking machine reliability, technician performance, and maintenance patterns over time.
• You can use this historical data to identify recurring issues, plan preventive maintenance, and analyze the performance of different machines and technicians in your operation.

Service Agreement

• Service Agreement management helps you maintain contracts with customers, defining coverage terms and service periods for ongoing maintenance relationships.
• To create a new Service Agreement, click the “Create” button. Select the Customer, set the agreement period, fill in the Coverage Details that specify what services are included, and add any additional Details about the agreement terms.
• The table displays columns for Customer, Agreement Date, Coverage Details, Details, and Action. Available actions include Edit and Delete.
• Service agreements help you manage ongoing customer relationships and ensure a clear understanding of service coverage. The “View” button allows you to view the Customer, Agreement Date, Details, and Coverage Details. When you click “Edit”, you can modify the service agreement. The “Delete” action removes the service agreement from your records.
• These agreements serve as reference documents when processing repair requests and help ensure that services provided align with contracted coverage details.

Warranty Management

• Warranty Management allows you to store and track warranty information for all your machines, ensuring that you never miss an expiry date and can quickly verify coverage details when needed.
• To create a new Warranty record, click the “Create” button. Select the Machine from the dropdown (which loads from your Machine records), enter the Warranty Provider, set the Warranty Period, and enter detailed Coverage Details.
• The table displays columns for Machine, Warranty Provider, Warranty Period, Coverage Details, and Action. Available actions are View, Edit, and Delete. The “View” button allows you to view the Machine, Warranty Provider, Warranty Period, and Coverage Details. The “Edit” action allows you to modify warranty information, and “Delete” removes the warranty record from the system.

Insurance Management

• Insurance Management helps you manage and track all insurance policies for your machines, including policy coverage, premium payments, and expiry.
• To create a new Insurance record, click the “Create” button. Select the Machine from the dropdown (which loads from your Machine records), enter the Insurance Provider, add the Policy Number, Premium Amount, set the Insurance Period, and provide detailed Coverage Details.
• The table displays columns for Machine, Insurance Provider, Policy Number, Insurance Period, Premium Amount, and Action. Available actions are View, Edit, and Delete. The “View” button allows you to view the Machine, Insurance Provider, Policy Number, Insurance Period, Coverage Details, and Premium Amount. The “Edit” action allows you to modify insurance information, and “Delete” removes the insurance record from the system.