EcofyxOperational area
Repair and technical service
Ready-to-use application by segment
Repair and technical service
Organize customers, equipment intake, diagnosis, estimates, repairs, testing, delivery and warranties.
What this template is designed to organize
Organize customers, equipment intake, diagnosis, estimates, repairs, testing, delivery and warranties.
Connected structure
6 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application by segment
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Technical service customer registration
Key fields:
- Customer name
- Phone/WhatsApp
- CPF/CNPJ or customer code
- Equipment types serviced for this customer
- Notes
Equipment registration for technical service
Key fields:
- Customer
- Equipment/device
- Category
- Brand
- Model
- Serial number/IMEI
- Accessories provided
Equipment intake and checklist
Key fields:
- Equipment
- Customer
- Issue reported by the customer
- Condition at check-in
- Accessories received
- Intake photo
Technical diagnosis and estimate
Key fields:
- Equipment
- Ticket/work order
- Technical diagnosis
- Proposed service
- Labor amount
- Customer approval
- Responsible technician
Repair work order
Key fields:
- Equipment
- Authorized services
- Parts used
- Parts cost
- Final service amount
- Start
- Responsible technician
Equipment delivery and warranty
Key fields:
- Equipment
- Ticket/work order
- Delivery check
- Payment
- Warranty period in days
- Instructions and notes
How this template organizes the routine
Organize customers, equipment intake, diagnosis, estimates, repairs, testing, delivery and warranties. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Repair and technical service
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusRepair orderPerson responsible
Visible dashboard columns
- Work order / reference
- Equipment
- Status
- Expected date/time
- Amount
- Person responsible
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered equipment
Under repair
Quotes awaiting approval
Overdue deadlines
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Check in equipment
- Add customer
- Register equipment
- Record diagnosis and quote
- Open repair order
- Record handover and warranty
- Update customer
- Update equipment
- Record equipment check-in
- Update repair order
Attention points
Check these alerts to identify records that may need follow-up.
- Quote not yet approved
- Overdue repair
- Equipment ready for pickup
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Equipment repair workflow
Available statuses
ReceivedAwaiting diagnosisDiagnosis in progressQuote sentAwaiting approvalApprovedUnder repairTestingReady for pickupReturned to customer
- Send for diagnosisReceived → Awaiting diagnosis
- Start diagnosisAwaiting diagnosis → Diagnosis in progress
- Send quoteDiagnosis in progress → Quote sent
- Open repair orderApproved → Under repair
- Start testingUnder repair → Testing
- Record return to customerReady for pickup → Returned to customer
- Await approvalQuote sent → Awaiting approval
- Record approvalAwaiting approval → Approved
- Release for pickupTesting → Ready for pickup
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Repair and technical service template for?
Organize customers, equipment intake, diagnosis, estimates, repairs, testing, delivery and warranties.
Which forms are included in this template?
Technical service customer registration, Equipment registration for technical service, Equipment intake and checklist, Technical diagnosis and estimate, Repair work order, Equipment delivery and warranty.
How are records organized in Ecofyx?
Data is organized in the Repair and technical service dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is included and required to start the external process. The entry form is “Equipment intake and checklist”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.
Start with Repair and technical service
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.