Zafirok for your workshop

CRM for bobcat and compact equipment

A straightforward workflow for skid-steer loaders, mini excavators and similar equipment: intake, jobs, parts and machine history.

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Compact equipment workshops, rental businesses and maintenance teams.

Bobcat and compact equipment — Skid-steer loader service — Screenshots with demo data adapted to this industry. Amounts are examples.

Customers and historyParts and stockRoles and accessFinances and documents

A working day in your workshop

Skid-steer loader service, from request to handover

A simple path that keeps customer details, work and parts together.

Receive and identify

For customers with several machines, select equipment from their record. Note the serial number and attachment being repaired in the job details.

Assign and repair

Assign servicing and attachment repairs to available mechanics and track the work value for each employee.

Document and hand over

Include the machine and attachment identification, work and parts in the handover document. Add warranty terms to your own template.

Your everyday tools

One record, from customer to profit.

A quick, simple intake

For customers with several machines, select equipment from their record. Note the serial number and attachment being repaired in the job details.

Customer database

Keep individual contacts and companies, with several vehicles or machines per customer. Details for a Bobcat S650 are reused in jobs and documents.

History per vehicle or machine

Review servicing and repairs on the same skid-steer loader alongside filters, belts and hydraulic parts used.

Parts, consumables and inventory

Record items such as hydraulic filter with a code, quantity, purchase price, sale price and location. Used parts are linked to the job and costs stay separate from labour.

Mechanic roles and access

Assign servicing and attachment repairs to available mechanics and track the work value for each employee.

Finances and estimated profit

See revenue from work such as “Skid-steer loader service” separately from parts sales. Track purchase costs, expenses and monthly estimated profit, then filter reports by employee and period.

Percentage, fixed salary or both

Configure each employee’s remuneration: a percentage of assigned work value and/or a fixed salary. See the calculation basis and the estimate for the period.

Invoice, handover and warranty

Include the machine and attachment identification, work and parts in the handover document. Add warranty terms to your own template.

Data import and export

Import customers, equipment and stock from files, check column mapping and preview, then save. Export financial reports and inventory data to analyse your bobcat and compact equipment activity.

See the workflow on screen

Screenshots with demo data adapted to this industry. Amounts are examples.

Bobcat and compact equipment: Customer, equipment and operations in one job — Customer, equipment and operations in one job · Bobcat S650

See where revenue comes from and how remuneration is calculated

Separate labour sales from parts sales, see parts costs and estimated profit. Configure employee remuneration as a percentage of assigned work, a fixed salary or a combination.

Remuneration calculations are estimates based on jobs and employee settings.

From a few people to several teams

Start simply with 2–3 mechanics. With 20–30, organise teams, assign operations and set roles and access. The administrator keeps an overview.

2–320–30

Documents using job details, ready to customise

Include the machine and attachment identification, work and parts in the handover document. Add warranty terms to your own template.

Generate invoices, intake and handover documents, and warranty terms using PDF templates. Choose wording, logo, signatures and element positions.

Bring your data in. Take it further.

Customer, vehicle and inventory imports include column mapping and preview before saving. Export financial reports and inventory data for your own analysis.

Frequently asked questions

Does it work for a small workshop?

Yes. Start with 2–3 mechanics and keep the same workflow as your team grows to 20–30. Roles and teams help distribute responsibilities.

Can I adapt records and documents?

Yes. Configure extra fields for equipment information, hide unnecessary fields and customise PDF templates with your workshop’s wording and terms.

How do I track parts and mechanic remuneration?

Parts have purchase and sale prices. The financial module separates parts and labour, while employee settings support a percentage, fixed salary or both.

Start with your next job.

Create your account, add the team and test a workflow that fits your workshop.

Start free

CRM for bobcat and compact equipment

Skid-steer loader service, from request to handover

Receive and identify

Assign and repair

Document and hand over

One record, from customer to profit.

A quick, simple intake

Customer database

History per vehicle or machine

Parts, consumables and inventory

Mechanic roles and access

Finances and estimated profit

Percentage, fixed salary or both

Invoice, handover and warranty

Data import and export

See the workflow on screen

See where revenue comes from and how remuneration is calculated

From a few people to several teams

Documents using job details, ready to customise

Bring your data in. Take it further.

Frequently asked questions

Start with your next job.

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