Work & logistics
Every job and every movement of a unit on one connected record.
- Repair Jobs
- Quotes
- Collections & Deliveries
- Service Visits
- Driver Management
// THE PLATFORM
One platform. Every repair operation connected.
Armatize holds the whole operation in a single system of record. The repair job is the spine; CRM and the customer portal, collections and deliveries, parts and warranties, people and HR, finance and administration all connect around it. Keeping that information together reduces re-keying and makes the full job easier to follow.
DEMO WORKSPACEEXAMPLE UTILITIES · DEMONSTRATION ACCOUNT
// OPEN JOBS · SAMPLE DATA
- AM-DEMO-041Induction motor · 22 kWRepair
- AM-DEMO-042Gearbox · helical inlineQuote
- AM-DEMO-043Pump set · centrifugalDiagnose
- AM-DEMO-044Motor · 4 kW flangeQA sign-off
- AM-DEMO-045Fan assembly · axialDispatch
CAPABILITY
Stage visibility
CAPABILITY
Controlled handoffs
CAPABILITY
Full job history
// CONNECTED BY DESIGN
The repair job is the centre of the system.
Every other part of the platform is an extension of the job record rather than a separate database. Open a unit and you see its stage, its history, its costs, its documents and its customer conversation in one place.
// CORE RECORD
Repair jobs
Asset details, nameplate data, stage, engineer notes, parts, labour, photos, documents and approvals — held together against the unit on the bench for its whole time in the workshop.
Quotes & approvals
Priced work raised from the job record and approvals recorded against it.
Collections & deliveries
Inbound and outbound movements tied to the same unit and paperwork.
Engineer productivity
Bench time, activity and workload visible per engineer and per job.
Customer portal
Status, quotes and documents shared without a phone call chain.
Warranty tracking
Warranty periods and returns linked back to the original repair.
Reporting
Workshop views built from the job data teams already capture.
// CAPABILITY MAP
Six connected capability areas.
The repair job is the operational spine. CRM, logistics, workshop and engineering, people and HR, finance and governance all connect around it, so the same operation is run and recorded in one place.
Customers & CRM
Customer relationships and job visibility held in the same place as the work.
- CRM
- Customer Records
- Customer Portal
Workshop & engineering
Bench capability — parts, performance, targets, warranties and documents.
- Parts & Warranties
- Workshop Reporting
- Performance & Engineering Targets
- Files & Documents
- Carbon Tracker
People & HR
The workforce side of the workshop, alongside the work itself.
- Employee Records
- Attendance & Absence
- Leave & Holidays
- HR Documents
- Employee Expense Claims
Finance & spend
Dedicated finance and spend workspaces connected to the work your business delivers.
- Invoices & Credit Notes
- Payments & Reconciliation
- Expenses & Purchase Orders
- Suppliers
- Financial Reporting
- VAT Workspace
Administration & control
Who can do what, what changed, and how the business is configured.
- Role-based Access
- Roles & Permissions
- Audit History
// SERVICE VISITSSupport planned site visits while keeping workshop repairs at the centre of the operation.
// OPERATIONAL FLOW
How the operation connects.
A single path from the customer record to the closed job — with people and governance running underneath the whole thing.
- CRM
Customer
Account, contacts and history
- JOB
Repair job
The operational spine
- QUOTE
Quote & approval
Priced scope, decision recorded
- BENCH
Workshop & logistics
Parts, stages, collections, deliveries
- BILL
Invoice & payment
Billing connected to job records
- AFTER
Warranty & reporting
Cover opened, data available
// CROSS-PLATFORM LAYER
People & HR
Employees, attendance, leave and HR documents run across every stage.
// CROSS-PLATFORM LAYER
Administration & control
Roles and permissions, audit log and settings apply platform-wide.
Illustrative diagram of how information connects. Not a screenshot of a customer account.
// MODULES IN DETAIL
What each part of Armatize actually does.
Described as capabilities, not promises. Everything below reflects how the platform is designed to be used on the bench.
Repair jobs
The working record of a unit while it is in your care.
- Capture nameplate data, faults reported and arrival condition at book-in
- Track the job through the six workshop stages without duplicate entry
- Attach photos, test results, parts and sub-contract work to the unit
- Keep an activity history of who changed what, and when
Quotes & approvals
Turn diagnosis into a priced quote without leaving the job.
- Build quotes from the labour and parts already recorded
- Send to the customer and hold their decision against the job
- Keep revised quotes in sequence so the history stays readable
- Make the approval state visible to the bench before work resumes
Collections & deliveries
Movements in and out treated as part of the repair, not an afterthought.
- Record collection requests and planned deliveries against the unit
- Keep paperwork and proof of movement with the job record
- Show logistics status alongside workshop status in one view
Engineer productivity
Understand where bench effort is going.
- Log time against jobs and stages as work happens
- See current workload and open jobs per engineer
- Review activity across the workshop to plan capacity
Customer portal
Give customers a straight answer without a phone call.
- Share current stage and progress for their units
- Present quotes for review and record their response
- Make documents available where they are permitted to see them
Warranty tracking
Keep the link between a repair and what happens afterwards.
- Record warranty periods opened at dispatch
- Link a returning unit back to its original repair
- Keep warranty history available when the unit comes back
Reporting
Reporting built from the data the workshop already captures.
- Views of open work by stage, engineer and customer
- Job and quote history for review and planning
- Review the underlying detail behind each view
// ROLES
One platform, ten points of view.
Access is role-aware, so everyone works from the same records with the detail relevant to their part of the operation.
Administrator
Configures the business and controls access.
- Roles and permissions
- Access control across the operation
- Audit history visibility
Management
Reads the operation across workshops.
- Workshop and financial reports
- Performance and engineering targets
- Open work across sites
Engineering / Workshop Manager
Runs the floor and the bench schedule.
- Open jobs by stage and workshop
- Engineer workload and targets
- Parts, QA sign-off and warranties
Engineer
Records the work as it happens.
- Job cards and unit history
- Photos, readings and parts used
- Time, attendance and leave requests
Accounting & Finance
Connects job records with billing, purchasing and financial control.
- Invoices, credit notes and payments
- Purchase orders, suppliers and expenses
- Reconciliation and the VAT workspace
Logistics Management / Driver
Moves units in and out with the paperwork attached.
- Collections and deliveries
- Driver management
- Proof of movement on the job
HR
Manages the people records behind the operation.
- Employee records and HR documents
- Attendance, absence, leave and holidays
Sales
Connects customer relationships with active opportunities and work.
- CRM and customer records
- Quotes and customer follow-up
- Relevant job and account visibility
Marketing
Works with permitted customer and business information.
- Customer and contact records
- CRM activity visibility
- Relevant reporting and customer insights
Customer Portal
Sees their own units without chasing.
- Current stage of their repairs
- Quotes to review and approve
- Documents shared with them
// INFORMATION FLOW
The information follows the unit.
From arrival to dispatch, detail accumulates on one record instead of scattering across inboxes, spreadsheets and message threads.
- 01 · ARRIVAL
Job details
Asset identity, customer, reported fault and arrival condition are captured once and stay with the unit.
- 02 · ON BENCH
Photos & documents
Strip-down photos, readings, test sheets and supplier paperwork attach directly to the job.
- 03 · DECISION
Decisions
Quotes, approvals, rejections and scope changes are recorded in sequence, so the reason for the work is legible later.
- 04 · THROUGHOUT
Status
Stage changes and handoffs update the record the whole workshop and the customer portal read from.
- 05 · DISPATCH
Handover
Final documentation, dispatch details and the warranty record close the loop on the same job.
// ROLLOUT
A practical rollout.
A sequence, not a timetable. Pace depends on your workshop, your data and your team's availability — we scope that with you rather than quoting a generic timeline.
- STEP 01
Discover workflow
Walk your bench flow together and agree how your stages, roles and paperwork actually work today.
- STEP 02
Configure stages
Set up stages, permissions, job types and document requirements to match that flow.
- STEP 03
Prepare data
Bring across the customer, asset and job information you need to start from.
- STEP 04
Train users
Work through the platform role by role, so managers, engineers and office staff are confident before go-live.
- STEP 05
Improve continuously
Review how the workshop is using the system and refine configuration as the operation changes.
// NEXT
See the six-stage workflow, or see it running.
Walk the repair lifecycle stage by stage, or book a demo and we'll model one of your live jobs end to end.