Mobility

Take your dealerships’ efficiency to new heights. Using the XAPT mobile solution for equipment dealers, available for the Windows, Android and IOS platforms

CRM

  • Rapidly and efficiently view all prospects, leads, and opportunities,  assigned to you
  • Manage and track lead and opportunity progress
  • Sort prospects and customers by location to quickly ascertain who is nearby
  • Create new prospects and new opportunities on the fly
  • Update prospect and customer records
  • View all customer activity:
    • Whole goods sales
    • Equipment rental activity
    • Power Systems activity
    • Product Support activity

Rental

  • Update equipment location
  • Update equipment hour meter readings
  • View available and committed rental equipment
  • Complete a rental inspection
  • Ship rental equipment
  • Receive rental equipment
  • View rental history

Service

  • Download activities and complete your work in a disconnected environment. When you are back in range (either cellular or wi-fi) your phone will sync these activities in the background:
    • Clock in/clock out of individual segments
    • Update hour meter readings
    • Enter notes
    • Review equipment or component warranty status
    • Obtain customer signature
    • Take and attach photographs to a segment
    • Complete an inspection using a checklist
    • Complete a service report
    • Automatically notify your manager when a segment is completed
  • Generate upsell activities for additional repairs by creating additional segments and sell them on the spot
  • Record measurements, pressures, speeds in real time
  • Photograph, video and share phenomenal issues with technical support
  • Order parts
  • Create purchase orders for miscellaneous materials charged and priced directly to the segment
 
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