Most CRMs were built for sales teams that close a deal and move on. Appliance repair does not work that way. You are juggling same-day service calls, multi-technician dispatch, warranty claims, and customer relationships that run a decade across washers, dryers, refrigerators, ovens, and HVAC-adjacent units.
When that work lives in spreadsheets, scheduling software, QuickBooks, and an email inbox at the same time, things fall through. Warranty renewals get missed. Estimates sit unsent. Nobody can tell you the first-time fix rate by technician, or which marketing spend actually booked jobs.
An industry-built CRM fixes the plumbing underneath the work. A service request becomes a booked job, a dispatched technician, an invoice, and a follow-up reminder without anyone re-keying the same customer twice.
The right CRM is the one your team opens every morning, not the one that collects dust after go-live.
Five steps, refined across independent repair shops, multi-location franchises, manufacturer-authorized service centers, and commercial appliance repair companies. It follows our RISE framework: Review and audit, Identify opportunities, Strategic roadmap, Execute and iterate.
We audit your current stack and map how work actually moves across booking, dispatching, field service, invoicing, and warranty follow-up.
We build pipeline stages, dispatch logic, estimate templates, and automations around how your dispatchers and technicians really run a job.
We move your customer records, appliance history, and parts-supplier data into the new system without disrupting active service calls.
We train your dispatchers, technicians, and service managers on the live system, not a slide deck, so adoption sticks from day one.
We tune workflows, reporting, and automations after go-live as your job volume, technician count, and service areas grow.
We do not disappear at go-live. That is the difference between buying a CRM license and hiring a CRM consultant.
We work with a focused stack of eight tools. We go deep on these instead of dabbling in dozens, and we connect them to the field service and dispatch software you already run.
A strong core CRM when you want marketing, service pipeline, and customer history in one place. We configure it around appliance type, warranty status, and repeat-service follow-up.
A lean, visual pipeline that fits owner-led shops who want fast job booking without heavy overhead. We build stages around inquiry, diagnostic, parts, repair, and invoicing.
Estimate, work-authorization, and warranty-claim documents with e-signature and audit-ready trails, so quotes hit the customer's inbox before the technician leaves the driveway.
Online booking for diagnostic visits that drops straight onto the dispatch board, with the right buffers for travel time and appliance type.
A business phone system that logs and routes every inbound call into the CRM, so calls from truck signage, paid ads, and referrals get attributed and never get lost.
The connective layer between your CRM and any field service, accounting, or call-tracking tool that does not have a native bridge.
Project and task tracking for larger commercial jobs and multi-step warranty work, so nothing stalls between the office and the field.
Booking and intake forms that capture service requests, appliance details, and warranty info, then push them into the CRM as scored, routable jobs.
When the CRM matches how appliance repair work actually runs, the numbers move. Here is what we aim for in the first year.
Faster lead-to-job conversion
Higher CRM adoption rates
More accurate operational reporting
Average optimization cycle
Plenty of firms will sell you a license and a login. Here is what actually matters when you are picking who builds the system your shop runs on.
A badge says someone passed a vendor exam. It does not say they understand same-day dispatch or warranty cycles. Ask who has built for appliance repair, not who collected the most logos.
A consultant who knows eight tools cold will serve you better than one who claims fifty. Depth is what gets dispatch automation and parts lookups right the first time.
You want a process you can see, with clear checkpoints from audit to launch. Ours is the RISE framework, and you know what happens at every stage before we start.
Go-live is the start, not the finish. Ask what support looks like in month three, because that is when adoption either sticks or slides.
You should know what you are paying and what you are getting before any work begins. No surprise change orders mid-build.
A reference from a SaaS startup tells you nothing about appliance repair. Ask to talk to a shop or franchise that runs like you do.
Your CRM should plug into the tools you already run on, not replace them.
How independent repair shops, multi-location franchises, manufacturer-authorized service centers, and commercial appliance repair companies rebuilt their CRM operations with our team.
Practice Manager
PYIP Bookkeeping
Jon Coley
On Guard Pest
Josh Fox
Bottom Line Savings
Jake Poche
Trash Rangers
Marc Porter Magee
50CAN
Eric J Stern
Skyrise Engineering
Every missed warranty renewal and unsent estimate is money walking out the door.
In one strategy session, we’ll pinpoint your biggest inefficiencies and show you how to eliminate them without adding headcount.
Owners, dispatchers, and service managers on what changed after the rebuild.
AXIS Consulting was exactly what our organization needed. Their expertise with Asana, Jotform, and Zapier helped us eliminate repetitive tasks and improve collaboration across departments. The entire process was professional, efficient, and tailored to our goals. We continue to benefit from the systems they built for us.
Finding a partner who truly understands business automation is not easy, but AXIS Consulting exceeded our expectations. They integrated HubSpot, Calendly, and Aircall to create a seamless experience for our team and our clients.
AXIS Consulting helped us streamline our sales and operations by connecting Pipedrive, PandaDoc, and Zapier into one efficient workflow. The manual work our team was doing every day is now automated.
Straight answers to what appliance repair owners ask us most.
We audit your systems, design your booking, dispatching, job-handoff, and customer-retention workflows, configure the CRM, build integrations with your field service and accounting stack, migrate your customer and historical repair data, and train your team. That is the difference between buying a CRM license and hiring a CRM consultant.
We implement and configure HubSpot and Pipedrive as the core CRM, then connect them to the field service and dispatch tools your contractors already run. We pick the right fit based on company size, technician count, service area, and existing field and accounting software.
Yes. We move customer records, appliance history, warranty records, and parts-supplier data into the new system without disrupting active service calls, and we reconcile it so a decade of repair history stays intact and searchable.
Most projects run six to twelve weeks, depending on technician count, integration complexity, and how much historical customer, job, and appliance data needs to migrate.
Yes. We build native and API integrations with the field service, dispatch, accounting, and call-tracking systems used across the appliance repair industry, and we use Zapier where a native connector does not exist.
Yes. We configure dispatch automation and appliance repair scheduling so inbound requests are scored for urgency, routed by technician skill and service area, and booked onto the dispatch board with automated arrival-window notifications to homeowners.
Yes. We build automated warranty-claim tracking, technician-certification management, renewal alerts, role-based permissions, and audit trails that support manufacturer compliance and home-warranty network governance.
We run optimization sprints that tune workflows, reporting, and automations as your job volume and technician count grow. You also get managed CRM administration and on-demand support for owners, dispatchers, technicians, and service managers.
Talk to a CRM consultant about your first-time fix rates, estimate throughput, job margins, and repeat-customer goals. We’ll audit your current setup and map a clear path forward.
First 12 Months
Per Team / Month
Sales Velocity
Real-time Reporting
