Upfix Appliance Repairs

We have successfully deployed a 1CRM business system and custom frontend web booking app solution for Upfix, a green and ethical appliance repair startup.

Client Overview

Upfix is a dynamic start-up specialising in appliance repair services, including fridges, cookers, dishwashers, and washing machines. Their goal is to provide efficient, reliable repair services to both B2B and B2C customers across the UK. Upfix partnered with us to develop a comprehensive web-based business system to support their operations and drive their digital transformation.

The Digital Solution

We designed and implemented a complete web-based platform that integrates a Laravel-based website, 1CRM for business process management, and Xero for seamless financial operations. This solution supports all stakeholders: customers, engineers, and admin teams.

Key Features of the Web-Based Business System

Laravel Website

The Laravel website serves as the customer-facing interface for booking appliance repairs. It offers tailored functionality for B2C and B2B customers, as well as administrative users.

B2C Features:

  • Engineer Availability Check: Customers can check for engineers available within their geographical area.
  • Time Slot Booking: Real-time scheduling ensures customers can book convenient time slots.
  • Secure Payment Integration: Payments for repairs or callouts are processed securely using Stripe.

B2B Features:

  • Tenant and Customer Bookings: Letting agents and warranty providers can book repairs on behalf of tenants or customers.
  • Convenient Scheduling: Bookings are forwarded to tenants/customers to confirm suitable times.
  • Account Management: Repairs are booked against accounts with agreed payment terms.
  • Team Access: Sub or child user accounts allow teams to make bookings under a shared account.

Admin and Engineer Features:

  • Book repairs on behalf of customers.
  • Add and manage customer accounts.
  • Oversee all repairs and callouts.
  • Generate reports, including photo uploads for audit trails.
  • Create quotes for parts and additional callouts for part fitting.
  • Send payment links for parts or repairs.

1CRM Integration

The Laravel website integrates seamlessly with 1CRM via REST API, creating a robust back-end system to manage all aspects of appliance repairs. Key modules include:

Accounts: Centralised storage for B2B and B2C customer information.

Contacts: Manage individuals linked to accounts, including tenants and repair customers.

Repairs: Comprehensive repair tracking, including:

  • Callouts: Assigned to engineers and scheduled into their calendars.
  • Callout Reports: Detailed reports with photos for audit purposes.
  • Quotes: Generated for customer approval or payment.
  • Sales Orders: Converted from quotes for parts procurement.
  • Invoices: Automatically generated upon repair completion or payment.
  • Payments: Processed via Stripe or manual bank reconciliation.

Properties: Store and retrieve property histories for repairs over time.

Calendar: Provides a global view of engineer callout schedules for better planning and flexibility.

Email: Tracks all inbound and outbound communications, ensuring accountability.

Credit Control: Facilitates account statement and invoice distribution, with integrated payment processing.

Xero Integration

Our solution includes a Xero connector to streamline financial operations:

  • Account Sync: Automatically creates new accounts in Xero.
  • Invoice Sync: Transfers invoices from 1CRM to Xero.
  • Payment Reconciliation: Links Xero payments back to 1CRM, updating invoice statuses in real time.

Results and Impact

Since launching the system, Upfix has processed over 11,000 repairs, demonstrating the platform’s capacity to handle significant operational volume. The streamlined workflows and integrated systems have positioned Upfix for scalable growth across the UK.

The platform’s combination of a user-friendly web interface, robust CRM back-end, and seamless financial integration has delivered a best-in-class solution, empowering Upfix to:

  • Enhance customer satisfaction through efficient booking and communication.
  • Optimise operational workflows with a single source of truth for data.
  • Scale their business confidently with a future-proof system.

Conclusion

Our partnership with Upfix highlights the power of digital transformation in modernising business processes. By combining cutting-edge web development with strategic integrations, we’ve equipped Upfix with a scalable system tailored to their needs.

Ready to transform your business operations? Contact us to explore how we can help you achieve your digital goals.

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