Home appliance sales, rental and maintenance · 2026.05 – present
Operations system for a home appliance rental company
The situation
The company sells, rents out and regularly services home appliances. Each unit was one row in a spreadsheet, so a customer with many units had to be looked up and edited many times. Filter replacement dates were worked out by hand by scrolling down the spreadsheet.
Why they got in touch
The goal was to find a customer once, see all their units, contracts, visits and payments, and update them in one go.
What we did
- We built the office web app, the technicians' phone app and the customer portal as one system.
- We grouped sites and units under each customer, so units, contracts, visits and payments show on one screen.
- The system works out each unit's next replacement date and emails the customer's contact person about units due within 14 days.
- Technicians finish a visit on their phone by entering the work, photos, signature and payment in turn.
- We replaced 9 kinds of paper forms, such as contracts, receipts and checklists, with 13 PDF documents.
- For technician assignment, the system suggests 3 candidates and the office confirms one.
The result
- Instead of looking up the same customer once per unit, one search shows their units, contracts, visits and payments on one screen.
- The system has been in daily use since September 2026.
- In October, all customer, contract and equipment records moved from the old management program to the new system. No notifications went out to customers during the move.
- The office web app, the technician app and the customer portal are all in operation.
If your business is similar
If you manage equipment or customers in spreadsheets and track visits and inspections by hand, this case is the closest to yours.
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