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Service

From health check to settled claim — one job card.

AMC management software with the whole service chain attached: digital inspections, estimates the customer approves, job cards that run the workshop and the field, and warranty claims filed from the work itself — reconciled to the last rupee. For India's service trade, this is the job card software the counter actually runs on. Helpdesk cases live in Support.

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Job card — JC-2047 · Suvarna MotorsJobs open 23Awaiting approval 6Delivered today 9
Hatch LXi · MH12 KT 4821R. DeshpandeWARRANTYWORK IN PROGRESS
PARTSLABOURCHECKLISTCLAIMS
Brake pad set — frontAllocated · 1 of 1Picked
Brake overhaul — labourTech: M. Shaikh · 1.5h / 2h stdIn progress
Health check — batteryRED · 11.4VAdd to estimate
THE LIFECYCLE
InspectEstimateApproveExecuteInvoiceClaimReconcile
IN DEPTH

The workshop, end to end.

01 · HEALTH CHECK

Red, amber, green — and revenue

Digital inspection templates with RAG scoring and readings; a red item triggers a rule-driven recommendation the customer accepts or declines — accepted work lands on the job as lines. Identical on web and offline mobile.

ESTIMATES
Approval before a wrench moves
Service estimates with generated lines, customer approve/decline with reasons, one-click conversion to a job — and revised estimates back off a live job when the work grows.
Ask Sense: "Which red items were declined this month?"
Health check — Hero Splendor · MH-12-4410
Brake pads — 2.1 mm
reading below limit
REDRecommend
Chain tension
within range
AMBERWatch
Customer accepted brake job
estimate → job card, one click
1,840Accepted
Declined work stays on record for the next visit
Job card JC-1188Bay 3
Work start09:40Parts pickedfrom real stockIn progressArjun · 1.2/1.5 hrsDeliveryETA 17:00
Timesheets track standard vs actual hours with pause reasons
02 · JOB CARDS

One job card runs the whole workshop

Work start to delivery with technician timesheets (standard vs actual hours, pause reasons), parts allocated and picked from real stock, complaint and fault codes, and invoicing — split bills, advances and India-grade tax included.

APPOINTMENTS & BAYS
Capacity you can promise against
Appointment types with buffers, lead times, overbooking and no-show policy; slot capacity with atomic holds; technicians, vehicles and service bays as bookable resources with conflict detection; pickup & drop handled.
Ask Sense: "Where is job card JC-1188 right now?"
03 · CLAIMS

Warranty claims born from the job card

Claimable lines carry the complaint code, fault code, failed-part treatment and technician — batched and submitted without re-keying. A configurable claim engine generates claims from any document on a schedule, with a simulate mode.

RECONCILIATION
Settled, short-paid or reclaimed — line by line
Claimed vs approved vs rejected per line with reasons; settlements post credit notes, invoices or stock adjustments automatically; rejected lines can go back as reclaims.
Ask Sense: "Which claim lines were short-paid?"
Warranty claim CLM-092
Claimed24,600· 6 linesApproved21,200· 5 linesRejected3,400· 1 line
Rejected line — clutch plate
reason: out of warranty window · resubmit?
3,400Reclaim
Settlements post credit notes, invoices or stock adjustments automatically
CONTRACTS & CAMPAIGNS

The service book that fills itself.

AMCs and service contracts metered by time and usage — odometer or hours — with coupon burn-down and multi-payer splitsPreventive maintenance that fires on days or usageCampaigns and recalls bracketed by serial range, with mandatory campaign jobs forced onto the orderA purchase order raised automatically when a part strands the vehicle
THE MECHANISM

One job card. Everything hangs off it.

JOB CARD · JC-3402
Hero Splendor+ · 2022
Shree Ganesh Stores fleet · in bay 3
Advisor: Sunita M.
HEALTH CHECK
Brake pads — red
ESTIMATE
3,840
Customer approved ✓
PARTS
2 issued
from bay stock
TIMESHEET
1 h 20 m
technician logged
WARRANTY CLAIM
1 line
settles line by line
INVOICE
3,840
from the approved estimate
Everything the job needs — checks, parts, time, money — hangs off one record.
Approval happens on the estimate, so the invoice is never a surprise.
The warranty claim settles line by line from the same card, not a separate file.
CLAIMS, END TO END

Every claim, from source transaction to settled line.

Claims generate from configured rules, batch by partner and period, and route for approval. Every submitted line reconciles — approved, rejected, or short-paid — and the settlement posts back to finance and stock automatically. Short payments become reclaims, not spreadsheet rows.

GenerateBatchApproveReconcileSettleReclaim
Trade-scheme claims in FMCG & Distribution →How settlements post in Finance →
04 · SERVICE AT A GLANCE

The capabilities, stated plainly.

Every row ships today and traces to a capability described on this page.

CapabilityxMatix Service
RAG health checks and check-in inspectionsNative
Estimates with customer approval before workNative
Job cards with labour, parts and statusNative
Technician timesheets from the work itselfNative
Parts allocation and pickingIntegrated — Inventory
Structured complaint and fault codesNative
Invoicing from the closed job cardNative
Warranty claims with configurable claim rulesNative
Claim settlement with line-level reconciliationNative
Contracts, AMCs and preventive maintenanceNative
Appointments and bay planningNative
FEATURE HIGHLIGHTS

Everything in Service.

RAG health checks
See the problem before opening the bonnet.
A red-amber-green check captures the asset's condition at arrival — expectation set with the customer from minute one.
Check-in inspections
The condition on arrival, on record.
Photos and checklists at check-in — the scratch that was already there stays “already there”.
Estimates & customer approval
No work starts without a yes.
Estimates go to the customer for approval before a tool is lifted — the bill is never a surprise.
Job cards
Every job, one card, whole story.
Labour, parts and status live on the job card — anyone can pick it up and know exactly where it stands.
Technician timesheets
Hours flow from the work itself.
Time books against the job as it happens — utilization is measured, not estimated.
Parts allocation & picking
The part is waiting when the tech is.
Parts reserve to the job and pick from stores in one flow — no technician queuing at the parts counter.
Complaint & fault codes
Failures you can count are failures you can fix.
Structured complaint and fault codes turn anecdotes into patterns — the recurring defect surfaces itself.
Service invoicing
From job done to bill sent, no gap.
Closed job cards invoice directly, labour and parts included — revenue doesn't leak in the handoff.
Warranty claims
Warranty work gets paid back.
Claims raise from the job with the evidence attached — recoverable money stops dying in a drawer.
Config-driven claim engine
Every maker's claim rules, one system.
Each principal's warranty terms configure in, and claims validate against them before submission.
Claim settlement
Track every claim to the money.
Submitted claims track to approval and settlement — you always know what's owed and by whom.
Line-level reconciliation
Reconcile claims line by line.
Settlements match to claim lines individually — the short-paid line shows itself instead of hiding in a lump sum.
Contracts & AMCs
Contract customers never fall through cracks.
AMCs carry their entitlements and schedules — covered work is honored, billable work is billed.
Preventive maintenance
Service before the breakdown call.
Schedules raise the visit before the failure — the asset's downtime becomes your planned work.
Campaigns & recalls
Recalls handled completely, and provably.
Affected units identify from records, work tracks per unit — you can show exactly who's been covered.
Appointments & bays
Every bay earning, no customer waiting.
Appointments book against real bay and slot capacity — the workshop runs at its true throughput.
05 · COMMON QUESTIONS

The questions evaluators ask.

What is the difference between Service and Field Service?

Where the work happens. xMatix Service runs work that comes to you — check-in inspections, job cards, bays, warranty and AMCs at your own locations. xMatix Field Service dispatches work to the customer's site — scheduling, road-network routing, geofenced attendance and on-site proof of work. Both run on the same job card and the same data model, so a case can move between the workshop and the field without being retyped. Explore xMatix Field Service.

What does AMC management software actually have to do?

Run the contract, not just store it: meter entitlements by time, usage hours or readings with grace bands, generate preventive jobs before due dates, raise renewal leads inside the reminder horizon, and decide per job line what is covered and what is chargeable — with every settlement posting to real books. A contract module that only holds the PDF is a filing cabinet with a renewal problem.

What should job card software in India include?

Parts and labour on one card with GST treated correctly on each, technician timesheets, customer approval stamped before work starts, the payer decided per line — warranty, AMC, customer-pay — and an invoice that posts to the ledger without re-entry. Field jobs need the same card working offline, because the plant room does not carry signal.

Does field service work offline?

Yes — technicians execute the whole visit fully offline, photos included. Work captured with no coverage queues in a durable outbox and syncs safely when the signal returns, even if the phone restarts first. Geofenced check-in, the activity steps, proof-of-delivery signatures and on-site invoicing all run from the device — the job does not care about the signal, and nothing is lost or retyped.

How are technicians dispatched and scheduled?

From one live screen. Dispatchers see technician positions, travelled paths and unassigned jobs as a map, a Gantt timeline or a board, and assign by dragging. “Optimize day” re-sequences a technician's jobs over real roads with one click — the planner approves, the math obeys. Work routes by skill, capacity and actual availability, and appointment bookings draw from real slot capacity so the calendar cannot overpromise.

Does it handle warranty claims?

Yes, end to end. Claims raise from the job card with the evidence attached, validate against each principal's configured warranty terms before submission, and then track through approval to settlement — so recoverable money stops dying in a drawer. Settlements reconcile to claim lines individually, which means the short-paid line shows itself instead of hiding in a lump sum.

Is proof of work captured on site?

Yes — several layers of it. Check-in passes server-checked geofence gates, selfie included, so time on site is a fact rather than a claim. Photos and checklists capture condition on arrival, signatures and photos attach at the moment of completion, and background GPS trails record the route actually driven — captured even offline and replayable on a map when a customer disputes the visit.

Are SLAs measured and enforced?

Yes. Case-level SLAs run in xMatix Support on the same data model: response and resolution targets track milestone by milestone, against business-hours clocks, with automatic escalation before the breach rather than a report after it. On the scheduling side, appointment windows draw from real slot capacity — the promise made to the customer is one the team can physically keep.

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xMatix Sense · On This Data

Ask the shop what’s waiting.

Senseacting as Sara Khan · audited
Which estimates are waiting on the customer?
9 estimates pending customer approval — three older than 48 hours, two with vehicles occupying bays. Send reminders?
Send reminders → approveShow details
Meet xMatix Sense →
BUILT ON THE PLATFORM
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