Settings block CRM for repair services

Create a system that works just the way you need it to

When CRM is tailored to fit the business, rather than the other way around

Every repair service uses its own approaches. We offer a universal solution that works equally well for a small workshop and a large repair service.

We are more than software developers. We are an auto service company, and that’s what allowed us to create a system that takes into account the real needs of repair services and allows customization of many aspects of work.

Why do we know what you need?

Our experience in the automotive service industry has helped us understand one thing: there are no two identical services. Each has its own nuances:

– someone is strict in inventory management,

– someone works without fixed balances,

– someone pays wages based on closed work orders, others – on open ones,

One can continue for a long time.

Therefore, the main philosophy of our CRM is that everything in the system should be customizable. We are constantly working in this direction.

What allows configuring the CRM settings block for repair business?

Create your own business processes and stages of order processing.

Add any number of order processing stages: diagnostics, approval, repair, inspection, delivery
Set the sequence of stages to follow.
Configure automatic status changes based on actions in the order.
Make stages visible or invisible to different employee roles.

This allows you to build both simple two-step processes and complex multi-level procedures.

Set up inventory management to meet real needs

We understand that not all repair shops need full inventory control. That’s why you can choose:

Minimal tracking – simply indicate the cost of the product in the order, without inventory tracking.
Partial inventory control – only monitor key products.
Full inventory control:

Inventory tracking,
Drafts and revisions,
Write-offs,
Transfers,
Returns to suppliers,
Minimum stock control,
Storage by compartments.

Additionally, you can attach photos of products for easier search.

Cash and Finance: Full control of money flows

Create any number of cash registers and accounts.
Assign individual access rights: manager – only to the sales register, accountant – to all accounts.
Define your own income and expense categories.
Finances are already integrated with other modules of the system.

Thus, finances are always under control, and you see the real picture.

Employees' salaries: customization to fit your approach

Set individual payroll calculation rules:

percentage for work, parts
fixed amounts
based on open or closed orders.

Develop the necessary motivation schemes.

This helps avoid confusion and save time on manual calculations.

Types of orders and scheduling of loading

Create order types.
Set service hours and duration of appointment slots.
Configure positions and resources for even distribution of workload.

This way, you can easily manage electronic customer appointments.

Aggregate repair: flexibility for complex tasks

Create separate input fields for aggregates.
Keep a detailed record of each part and work.

This feature will be useful for services dealing with complex or long-term repairs.

Multilocation: Manage your repair service network

Customize individual posts, menus, registers, and settings for each location.
Maintain centralized accounting with the ability to segment by locations.

This is perfect for those planning to scale or already have multiple branches.

Printed Forms and Integrations

Create your own custom printed forms: outfits, invoices, statements, receipts.
Integrate the system with parts suppliers to automatically pull prices and availability.

Your documents will look professional and branded.

What are the benefits of the settings block?

Full customization for any business

Your CRM looks and works just the way you need it to.

Flexibility and scalability

As your business grows, you can make changes to the settings without programmers.

Staff efficiency

Clear roles and limitations enhance safety and discipline.

Time and resource optimization

Automation reduces the risk of errors and speeds up the execution of processes.

Build a CRM that works specifically for you

Your repair service will receive a system that takes into account your processes, your team, and your goals. The customization block of our CRM for repair shops allows you to do this yourself.

Start building your ideal CRM today!

Ulteama CRM Setup for Your Business

Every company has its own specifics, and ready-made templates often do not fit. CRM setup makes it possible to adapt the system to real processes — from managing orders and the customer database to controlling employee tasks.

With Ulteama, you can:

distribute access rights and employee roles;
configure stages of work with orders and inquiries;
connect integrations with other company systems.

Proper CRM system setup helps reduce routine tasks, improve process control, and save the team’s time.

How to Set Up CRM for Real Processes

To understand how to set up CRM, it is important to first define the company’s key tasks. The main steps include:

Analysis of company processes and definition of employee roles.
Configuration of stages for working with orders, inquiries, and the customer database.
Integration with financial, warehouse, and other systems.
Creation of reports for analyzing team performance.

With Ulteama, all these steps can be completed quickly and without unnecessary bureaucracy. The system allows you to create inquiry templates, distribute tasks, and keep a detailed history of all operations.

Ulteama CRM Setup for the Customer Database

Proper CRM setup is especially important for working with clients. With Ulteama, you will be able to:

store all customer information in a single database;
view the history of orders and interactions.

Ulteama turns CRM into a convenient analytics tool that allows you to make quick decisions and build long-term relationships with clients.

CRM System Setup for Task Automation

Routine processes take up a lot of time, but with proper CRM system setup, they can be easily automated. With Ulteama, you can:

assign tasks and monitor their completion;
generate reports on completed work and orders;
connect integrations with other accounting systems.

As a result, employees spend less time on repetitive actions, and management receives a complete picture of the workshop’s or company’s operations.

Ulteama CRM Setup — Control and Process Transparency

Effective Ulteama CRM setup provides full control over business processes:

all employee actions are recorded;
access rights are flexibly configured;
analytical reports are created for planning;
integration with financial and warehouse modules.

Using Ulteama makes work transparent, speeds up processes, and reduces the risk of errors. CRM becomes a tool that helps not just keep records, but actually manage a workshop or a company.