Products / ERPTick Service Desk
Now in early accessThe Service Desk
for Equipment Makers.
Connected to ERPNext.
Tickets, field visits, AMC contracts and quotations for your service team — with customers, machines, spares and stock read straight from ERPNext. No double entry, no spreadsheets on the side.
Runs on a demo company until you connect your ERP
One System for Everyone in Service
Built for manufacturers who sell, install and service machines — and already run their business on ERPNext.
See Every Commitment
SLA risk, open AMCs, pending quotations and KPIs by region — without asking anyone for an update.
Log & Route in Seconds
Pick the customer and machine; coverage, priority and the right region are worked out for you.
Close Visits on Site
A phone-friendly visit form with spares used, photos and the customer's signature.
Self-Serve Portal
Raise tickets, follow progress, approve quotations and rate the service — on their own login.
See It Work
Want the detail? Ten short walkthroughs of the real product on demo data. Pick a module — each video has narration and captions.
Every Breakdown, Tracked to Closure
Log a ticket against the exact machine and ERPTick knows whether it's under AMC, under warranty or chargeable. Response and resolution clocks run on your business calendar and warn the team before a breach — not after.
- Clear stages from New to Closed, with hold, send-back and reopen
- Coverage detected from the machine: AMC, warranty or chargeable
- SLA targets by coverage and priority, with at-risk alerts
- Duplicate check when a machine already has an open ticket
- Engineers suggested by duty status, skill, region and workload
The Whole Job, Recorded on Site
Engineers accept the job, mark when they reach the site and log the visit from a phone or laptop: what was done, the spares fitted, photos and the customer's signature.
- Accept, reached site and resolved, each time-stamped
- Spares picked from your ERP item list
- Up to ten photos per visit
- Customer signature, or a recorded refusal
- A checklist before the visit is submitted
Quote Chargeable Work Before It Starts
When a machine is out of warranty and AMC, the ticket asks for a quotation. Build it from your ERP items, send it, and record the customer's purchase order against it.
- Lines from your ERP items, with discount and GST worked out live
- Sending locks the quote and starts its validity
- Revisions are kept; expired quotes are marked for you
- Optional PO gate: chargeable work waits for the PO
- Print-ready quotation with your company details
Contracts That Plan Their Own Visits
Set up an annual maintenance contract once — cover period, value, the machines it covers and the planned preventive visits. ERPTick raises the visit tickets ahead of time and reminds you before the contract ends.
- Named machines, cover period and contract value
- Planned preventive visits become tickets when due
- Renewal reminders at 60, 30 and 7 days
- Covered machines pick up AMC terms and faster SLAs
- See what ends within 60 days, machine by machine
Know the Machine Before You Answer
Customers, sites, contacts, machines by serial number, spares, prices and stock are read from your ERP. Each machine shows its cover, so the desk knows who pays before logging the call.
- Customers, sites and contacts from your ERP
- Machines by serial number with warranty and AMC dates
- Coverage filters: under AMC, in warranty, chargeable
- Spares with stock by warehouse and both price lists
- Read-only here: your ERP stays the master
Your Rules, Without a Developer
Decide how tickets are routed, timed and billed from the settings screens: regions by pincode, skill tags, SLA targets, business calendars and service charges.
- Engineer availability: on duty, on visit, on leave
- Regions by pincode, each with an area manager
- Skill tags that match machine models to engineers
- SLA targets for every cover and priority
- Auto-assign and three escalation levels, each with a switch
Customers Help Themselves
Customers sign in with an emailed link, raise tickets, follow progress and approve quotations with their PO number. After closure they rate the job, and updates go out by email or WhatsApp.
- Sign-in by emailed link, no password
- Raise tickets and follow live status
- Approve or reject quotations online
- Feedback rating once a ticket is closed
- Email and WhatsApp updates in your own wording
Numbers You Can Act On
Run service reports on demand, compare every region with its targets in the KPI matrix, and schedule any report to arrive by email as a CSV.
- Ticket ageing, SLA compliance, engineer performance, quotations and CSAT
- Filter by date, region and priority, then preview or download
- KPI matrix by region against your targets
- Scheduled reports: daily, weekly, monthly or your own timing
Connected to ERPNext, on Your Terms
An administrator adds the ERPNext connection on screen and tests it before saving. Master data flows in; draft invoices and stock entries go back only when you switch them on.
- Add and test the connection from the screen
- Keys stored encrypted and never shown again
- Choose what each connection is used for
- Sales invoices are always drafts, never submitted for you
- Every write-back tracked, with reasons and retries
Control Who Sees and Does What
Invite your team, shape roles with a permission grid, give partners a scoped API key and load customers in bulk — with every change recorded in an audit log.
- Custom roles with a permission grid and ticket scope
- Partner API keys with limited scopes
- Bulk import with a row-by-row preview
- Audit log that cannot be edited
- System monitor, search across screens, light and dark themes
How It Works with ERPNext
ERPTick sits next to ERPNext, not on top of it. Your ERP keeps owning customers, items and accounts — ERPTick owns the service work.
Connect
An administrator adds your ERPNext site from the settings screen and runs a test. Credentials are encrypted at rest.
- ERPNext REST with an API key
- Optional read-only database link for heavy reports
Sync
Customers, contacts, sites, machines by serial number, items, prices, warehouses and stock come into ERPTick.
- Signed webhooks keep it current
- A nightly catch-up as a safety net
Write Back
Finished work goes back to your ERP so accounts and stores stay right — only when you switch it on.
- Draft sales invoices for chargeable tickets
- Stock entries for spares used on visits
Safe by default: every write-back is off until you turn it on, invoices are always created as drafts, and each one is protected against duplicates and retried if your ERP is unreachable.
Built for Real Service Teams
SLA clocks that pause
Targets by coverage and priority on your working hours and holidays, paused while a ticket is on hold.
Roles & permissions
Create your own roles, choose what each can see and do, and limit tickets to a region or to their own work.
Email & WhatsApp
Keep customers and engineers informed on the channel they actually read, with a log of every message sent.
Bulk import
Bring in customers and machines from CSV, with a validation preview before anything is saved.
Partner API
Let dealers or your own systems raise tickets through a secure API with keys you control.
Audit & monitoring
An audit log of sensitive changes and a system monitor for queues, ERP requests and connections.
Deployment & Pricing
One Company, One System
Every ERPTick install belongs to a single company — your data isn't shared with anyone else's.
Start on Demo Data
It runs fully on a fictional demo company until you connect your ERP, so your team can try every flow risk-free.
Contact for Pricing
Pricing depends on your setup. Tell us about your service team and we'll share the details.
Ask about pricing// Early Access
Bring ERPTick to Your Service Team
We're onboarding a small group of equipment makers running ERPNext. Tell us about your company, your ERPNext setup and the size of your service team, and we'll get back to you.
Or write to info@riroteglobal.com