KPIs & charts
Revenue, service count, average job value, customers, quotes and average turnaround—with trend charts over 1, 6 or 12 months.
- Top service items analytics
- Quote count shortcut on the dashboard
- Figures that reflect real completed work
Servicing
Quotes, dashboard and a live tracker customers can follow
Whether you run a repair shop, hire desk, trades business or remote service operation—you need one place to quote work, see what is open on the floor, and give customers a link that updates as the job moves. The Servicing module is built for that.
Quote
Service
Track
Close
For service businesses
A servicing dashboard—not a wall of Post-its
Open the Servicing dashboard and see revenue, active jobs, quote counts, turnaround and customer totals—then drill into recent services and today’s handover alerts without opening three spreadsheets.
- Servicing dashboard with KPIs, charts and filterable service lists
- Quotes management from draft through to converted work
- Live service tracker link for every job—customers see real progress
- Pickup, delivery or remote fulfilment—configure what fits your business
- Pairs with Educator when you teach and service under one roof
Servicing dashboard
The floor at a glance
Revenue trends, top service items, recent jobs and handover alerts live on one dashboard—filter by date, status or customer when the phone will not stop ringing.
Recent services
Scrollable, filterable list of jobs—click any service to open and edit it.
- Filter by status, date range and customer
- Overdue pickup highlighting where configured
- Pagination for busy weeks
Handover alerts
Right-hand alerts card for pickups, deliveries or remote sessions due today—or overdue.
- Adapts to your fulfilment modes
- Scheduled items surfaced automatically
- Less “which job was that?” at the desk
Quotes management
Price clearly before work starts
Build professional quotes with numbered references, line items from your pricing profiles, and a full status lifecycle—then email the customer and convert accepted quotes straight into active service work.
Build & draft
Create quotes with line items pulled from your services and parts pricing profiles.
- QT-numbered references per business
- Add existing customers or create new ones inline
- Configurable expiry dates on each quote
- Notes and title for context
Send & track
Email quotes from In-Tune and monitor where each one sits in the pipeline.
- Statuses: draft, sent, accepted, declined, expired
- Quote metrics—totals by status at a glance
- Search, filter and paginate your quote list
Convert to service
When a quote is accepted, turn it into a service worksheet—line items and pricing carry forward.
- No retyping agreed work
- Converted quotes tracked separately
- One thread from estimate to completion
Live service tracker
Customers follow progress without ringing you
Every service gets a shareable tracker link. Customers see their reference, current stage, line items and total—and can book a pickup or delivery slot, apply a discount code, and pay by card when your workflow allows it.
- Branded live tracker page per service reference
- Stage progress with customer-friendly labels
- Optional customer booking for pickup, delivery or remote sessions
- Card payment and discount codes when the job is ready
Fulfilment modes
Pickup, delivery or remote—your call
Customer pickup
Customers collect on site. Tracker booking lets them pick a slot; dashboard alerts show pickups due today or overdue.
Delivery
Schedule handovers and deliveries on the calendar. Alerts surface deliveries due or overdue.
Remote service
For work completed at a distance—remote sessions, follow-ups and scheduled calls with tracker booking where enabled.
How it works
From quote to closed job
-
1
Quote or log the service
Send a QT-numbered quote when pricing needs agreeing—or log a service straight away with customer details and line items.
-
2
Work it on the dashboard
Advance stages as work progresses—recent services and alerts keep the team aligned without a separate board.
-
3
Share the live tracker
Send the customer their tracker link—they see status, items and total, and can book or pay when your workflow allows.
-
4
Hand over and close
Pickup, delivery or remote completion—then payment and close. History stays on the service record.
Built in
Servicing essentials
Dashboard
KPIs, charts, recent services and alerts.
Quotes
Draft, send, track and convert to services.
Live tracker
Customer-facing progress page per job.
Customers
Service customer records linked to jobs.
Fulfilment modes
Pickup, delivery and remote workflows.
Customer payment
Pay by card from the tracker when ready.
Add Servicing alongside Educator
The Servicing module is a paid add-on that stacks with Educator—ideal for repair shops, hire desks, trades businesses and anyone who quotes work, runs a service floor, and wants customers on a live tracker instead of chasing by phone.