Incomplete machine references
The office needs another call just to identify which machine the customer means.
Backed byCustomer Intake for Heavy-Equipment Repair Companies Equipment repair
Customer Intake for Heavy-Equipment Repair Companies Equipment repair
inquiries, organized.
Organize equipment-repair requests, site contacts, machine photos, and follow-ups. Zweelie keeps customer context available to your service team.
Customer work for heavy-equipment repair companies
Zweelie supports heavy-equipment repair companies handling inquiries from job sites, yards, and equipment owners. A machine reference, fault description, photo, and approval contact can arrive separately. Bring that customer context together so the service team can review the request and decide the next step.
Built around the work of: equipment-repair company owners, field service mechanics, hydraulic repair coordinators.
When a request gets lost, the work can follow.
The customer communication problems that heavy-equipment repair companies need to solve.
What's at stake
Site-to-office handoffs
Operators and purchasing contacts may have different information and responsibilities.
Waiting work forgotten
A repair inquiry can sit open while someone waits for a photo or customer decision.
From the first inquiry to an owned next step
Example workflow for heavy-equipment repair companies; your staff confirm scope, timing, and any professional decisions.
Capture the equipment request
Collect the site, machine reference, reported issue, and people involved in arranging service.
Attach supporting information
Keep model photos, customer files, and notes connected to an assigned opportunity.
Own the next update
Use a follow-up reminder for missing information or customer approval while technical work stays in your service-management process.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We need an excavator checked at the site. I have the machine plate photo.
Thanks, Parker. Avery will follow up with you.
Excavator service inquiryAssigned to Avery Bennett
Thanks, that works for me.
Avery has your request.
PD
Parker Dean
1 call
Parker sent the excavator plate and site contact. Review access and the reported issue with the technician.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Excavator service inquiry
Parker Dean
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
PD
Parker Dean3 files
Drop files hereFiles for excavator service inquiry
machine-plate.jpgParker Dean · Excavator service inquiry
Photocustomer-observations.pdfParker Dean · Excavator service inquiry
Documentequipment-request.pdfParker Dean · Excavator service inquiry
DocumentForms
Build an intake form around machine reference, service location, customer observations. Accept relevant files and connect submissions to customer opportunities.
Stonecrest EquipmentEquipment service inquiry
Tell our team what you have in mind.
Form submitted
Excavator service inquiry
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Stonecrest Equipment$650Excavator service inquiry
- Customer
- Parker Dean
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
AB
Excavator service inquiry
Parker sent the excavator plate and site contact. Review access and the reported issue with the technician.
Parker DeanExcavator service inquiryIn progressRH
Loader maintenance proposal
DraftSelena requested a loader maintenance proposal. Confirm machine hours and the equipment list.
Selena OrtizLoader maintenance proposalOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep equipment maintenance histories, diagnostic tools, parts, warranties, dispatch, and work orders in your technical systems. Zweelie supports the customer workflow rather than replacing an equipment service platform.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from heavy-equipment repair companies
Can Zweelie help when a repair request is waiting for more information?
Yes. Keep the outstanding information in the opportunity notes and assign a follow-up reminder to the person handling the customer. New files and messages can stay linked to the same work instead of being lost in an unrelated thread.
What should heavy-equipment repair companies keep in their existing systems?
Keep equipment maintenance histories, diagnostic tools, parts, warranties, dispatch, and work orders in your technical systems. Zweelie supports the customer workflow rather than replacing an equipment service platform.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for equipment-repair company owners, field service mechanics, hydraulic repair coordinators.