Appsonify RepairFlow

Early Specification

http://appsonify.com

(john@appsonify.com)

About RepairFlow

• The goal of this project is to gather requirements for building a web based application to automate equipment repairs workflow and management.

• This application, referred to as Appsonify RepairFlow will incorporate many existing repair workflow associated with equipments into a succinct and highly automated workflow.

• RepairFlow is to be built out in its basic form, followed by updates of increasing functionality

• Module Versioning– Module versions will be XX.XX

• The first two digits will incorporate new functionality

• The last two digits will be bug fixes

• The Alpha build will start at V 00.00

– Major builds will correspond to milestones

Lead Diagnostic Quotation Sales Order Parts Repair

Pickup/Deliver

yInvoice

Typical Repair Workflow

Approved Estimate in Portal

Main Benefit: Cut HR costs and automate

workflow in accounting, repair shop, sales

while keeping your customer updated on the

status of their repairs.

Deposit/Ship

Generate Invoice

Opportunity

Receive Product

by scanning

barcode

Gen. RMA# &

barcode

Email

Confirmation

Quotation

Assign

Tech/Task

Create Draft

Estimate

Send Estimate to

Customer upon

internal approval

Work Order

Assign

Tech/Task

Create Parts

Order

Notify Tech/

Make Repair

Notify Customer

for Pickup or

Delivery

Invoice

Accept Payment

Pickup/ Delivery

Create UPS

Label and

Tracking Info

Detailed Workflow

Estimate

Approved via

Customer Portal

Appsonify RepairFlow aims to automate all of the above workflow.

Assign Shelf

Location

RMA Form &

Deposit via

Portal

Confirm Estimate

Internally

Customer CallsDirect to Web App

Approve Parts

Order /Receive

Parts

Important Features

• Customer Deposit & Order System – Customers need to be able to make a deposit payment at time of their online repair order (RA # is generated only after payment confirmation)

• Customer Portal – Customers can track the status of their repairs via portal (xmlrpc vs. direct portal access)

• Repairs Workflow – Internal tracking of the actual repair

• Task Assignment by Service Manager – Probably an issue with setup more than programming

• UPS/Fedex/Rocketshipit Integration – World Ship integration so that shipping cost is automatically calculated, labels are automatically printed, and tracking numbers are recorded

• Paypal Integration – Need paypal to use IPN (Instant Payment Notification) to automate accounting AND customer notification (setup issue)

• Automatically select company forms and logos based on the manufacturer of the repair Send an automated follow-up email 2 weeks after sale to remind customer to review our services on Google +

• Create barcodes from RA# and use that to confirm unit has entered our warehouse.– Prompt location and condition entry (i.e. shipping damage or peripherals included) when barcode is

scanned or unit is manually marked as received

• Ability to assign units to technicians for repair

• Ability for technicians to flag unit for review by lead engineer for difficult repairs

Common Workflow Fields

• Repair Units– Manufacturer

– Model

– Serial Number

– Warranty Expiration

– Associated Work Orders

• Active Repair– Item location

– RMA #

– Delivery type (walk-in/shipped)

– UPS tracking number

– Condition it was received in

– Check box for peripherals like power cords

Customer Features

• Request new Repair via Form

• View Prior Repairs & Invoices

• Confirm/decline Estimates

• View Estimates

• Pay deposit (1 hour labor + return shipping [estimated by fedex + 10%])

• Pay Invoice

• Track Repair & Shipping

Customer Email Notification

• Customer completes Repair Request and makes deposit -> Email RA# and deposit confirmation

• Customer completes repair request but not deposit -> Email customer to notify incomplete request with link to continue

• Unit is scanned/entered into system -> Notify customer unit has been received

• Estimate is completed -> Customer is notified to log in to portal to view estimate & confirm

• Estimate approved & Parts Received -> Email customer that parts have been received

• Repair completed -> Email customer to pay invoice

• Estimate declined -> Email customer

• Unit has shipped -> Include tracking number

• Review request -> How did we do? Link to google+ for users tagged “customer happy”

Status Codes

Code Status

RC Received

CA Customer Approval

EA Estimate Approved / Waiting to Order Parts

WP Waiting for Parts

PR Parts Received / Waiting for Tech

CM Completed

PY Waiting for Payment

SH Shipped

WI Waiting for Information

WR Waiting for 3rd Party Repair

Thank You

• Open to beta testers.

• Please contact john@appsonify.com for more info.

• http://www.linkedin.com/in/johnkim1

• http://appsonify.com