BUILT AROUND YOUR OPERATION
From separate tasks
to a connected process.
Information moves from the first report through repair and completion. Configure the modules, permissions and controls that fit your organisation.
01Damage & estimating
Guided case creation, vehicle data, damage and policy details, photos and documents. Work with connected estimates or built-in tools for universal repair, glass, wheels and hail damage.
All the information linked to the same vehicle.02Planning & delivery
Schedule intake, repair, handover and replacement vehicles. Compare branch capacity and organise transport with priorities, vehicle capacity and tasks for staff.
From available hours to achievable work.03Time & progress
Single- and multi-case time recording, breaks, daily views and time reviews. Compare estimated hours with recorded time, by activity where the source provides that breakdown.
See where work is on track or needs attention.04Financial processing
Read purchase invoices from a configured mailbox, link them to a case and process them through Exact Online. Review time costs, purchases and margin before invoicing.
Estimates and actual costs side by side.05Communication & customers
Case emails with templates, letters, photos and attachments. Messages, tasks, appointment reminders and WhatsApp Business where configured. Satisfaction surveys and complaints support follow-up.
The right message, linked to the right case.06People & quality
Employee portal, leave, competencies, qualifications and expiry alerts. Combine checklists and quality evidence with learning through the Academy.
A strong team and a demonstrable process.07Claims & analysis
A dedicated portal for claims handlers and clients. Personal mandates, version-linked decisions and an estimate filter with statistical comparisons and AI explanations.
Support for assessment; people make the decisions.08Organisation & management
Configure roles, branding, documents and integrations at each level. Review setup, outstanding actions, connection status and process requirements. Give external estimators targeted access.
Central agreements with controlled access.09Warranty & quality evidence
Manage programmes, recognition and warranty certificates. Configure mandatory Plusnorm checks by network, group or branch and see which quality records are missing before release.
Warranty reporting with counts, coverage percentages and customer feedback.10Lease & Fleet
Track vehicles, drivers, costs and income. Estimate lease proposals using term, residual value and services. Connect mobility requests, network partners and transport planning.
From vehicle management to the next mobility request.11Personal support
Open HappyDesk from your workspace. Ask questions and follow your own tickets and replies in the right organisation. Conversations stay with the people involved.
Support within your daily workflow.12Document signing
Review intake, assignment and courtesy-car documents with the customer. Record confirmation for each document version and keep the signed PDF with the case.
Windows test version for the Wacom STU-430; hardware acceptance is pending.