Is your workshop still managing repairs with post-its and spreadsheets?

If you are responsible for a Technical Assistance Service (SAT) or a mechanical workshop, you know that organizational chaos is enemy number one. Work orders that get lost, parts that don't arrive on time, customers calling 5 times to ask about the status of their equipment... Does that sound familiar? In this tutorial, we show you how NEXGestión can transform your workshop with an agile, low-code CRM with a customer portal.

Work orders: from confusion to total control

Every repair begins with a work order. With NEXGestión, you can create orders with all the details: customer, equipment, diagnosis, needed parts, assigned technician, and dates. Additionally, you can define custom statuses (Pending, Under review, Waiting for parts, Completed) and drag tasks on a Kanban board. Forget about lost papers.

• Smart assignment: Assign technicians based on workload and specialty.
• Complete history: Each order saves the history of changes and comments.
• Automatic notifications: The customer receives alerts when the status changes.

Parts stock: never run out of the critical spare part again

Managing parts inventory is a headache if you don't have a system. With NEXGestión's stock module, you can:

• Record parts entries and exits with traceability.
• Set minimum stock alerts to replenish on time.
• Associate parts with work orders to know exactly what has been used.
• Integrate with suppliers via APIs for automatic orders.

And if your workshop needs something very specific, remember that NEXGestión is low-code: you can build your own management module without knowing how to program, with the help of AI. Need a custom field? Add it in seconds.

Customer portal: transparency that builds loyalty

One of the biggest pains in an SAT is communication with the customer. With NEXGestión's customer portal, your customers can:

• View the status of their work orders in real time.
• Download invoices and quotes.
• Authorize repairs online.
• Leave comments or ratings.

This reduces phone calls and increases satisfaction. Plus, the portal is fully customizable with your brand.

What if you need something else? Create your own module

NEXGestión does not box you in. If your workshop has a unique workflow, you can build a custom module with our visual builder. For example, a module to manage warranties, schedule appointments, or control quality. All connected via APIs and webhooks. Total flexibility.

Now you know: if you have an organizational problem in your workshop, NEXGestión is the solution. And if we don't have the module, you can build it yourself in minutes. Worried about data sovereignty? We are too, that's why we work on the European cloud.

Ready to leave chaos behind? Request a demo and discover how NEXGestión can transform your workshop.