Equipment Dealer Software and AI

Equipment dealers

Three desks, three records. One customer on hold.

A customer calls about a machine. Parts sees one record, service sees another, and rental sees a third, so somebody pieces it together by phone. Perform’s engineers connect the systems you already run, so the counter, the shop and the rental desk work from the same record.

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Three ways to start
01Follow one machine end to end2 to 4 weeks following one machine through parts, service and rental in a normal week.
02Build it into the systems you runIntegrations between your dealer system, service and rental, in the tools your team already opens.
03Add engineers you do not have to hireEngineers who have shipped in ERP, integration and data work, on your hours.

The answer the customer wants sits in three systems.

Is the part in stock? When is the machine back from the shop? Can we rent one in the meantime? Each answer lives in a different system.
Your team calls around and re-keys what they find, and the customer waits on the phone while they do.
The manufacturer’s systems add another layer, with their own portals and their own data feeds.
We scope the first piece with a number on it and build it in the systems you already run, so the counter can answer without a platform project.

How a customer question gets answered

When the systems talkOne customer record
Parts, service and rental in viewAnswered on the first call
Done ✓Same answer from every desk
When they do notThree systems, three records
Called around by handRe-keyed into the dealer system
✕
The callback you missedNobody can say which record was right
What we build

Parts, service and rental read from one record, in the systems your team already opens every morning.

We follow the machine, then build the first piece.

An engineer sits with your parts counter, your service writers and your rental desk and follows one machine through a normal week. We pick the step that costs the most to get wrong, build it into the systems you already run, and stay after launch, because month two is when the real exceptions show up.

One customer and machine record

Parts, service and rental history joined, so every desk sees the same machine.

Service status customers can see

Work order status sent to the counter and the customer, so nobody has to call the shop.

Data your AI plans can use

Clean machine, parts and service data, so forecasting and AI tools work from records you trust.

Engineers who stay past launch

The same engineers through month two and three, when the exceptions start showing up.

Results from two systems that could not go down

Neither of these is a dealer. What carries over is the handover. The team running the system afterward works for you.
One reservations platform: the concurrent user ceiling went from under 100 to 1,000, and the opening rush now clears 3,500 reservations in 10 minutes.
CommScope: 72 SAP test cases converted, double the requested load proven, and the testing capability handed to their team.
You can take the read and stop there. Some do.

Your service writers can name the step that costs you.

We bring engineers who have shipped in ERP and integration work, and they work in the tools you already run.

Nobody agrees on what to build first.

More candidates than you can fund. 2 to 4 weeks on one problem, ending in an order of work and a first piece scoped.

Questions about dealer work

Can you work with our dealer management system?

Yes. The build goes through the systems you already run, and the engineers work in your repo and your review process. If a system cannot do what you need, you hear that before work starts.

Our manufacturer has its own portals. Can you connect to them?

Where the manufacturer offers a data feed or an interface, yes. Where it does not, you hear that early, before anything is built.

We have a small IT team. Who manages your engineers?

Perform manages them on our side. You get the names, the start dates, and the person accountable for them, and they sit in your standup.

Related reading

Customer storyCamis: a platform under an opening rush ServiceCustom software in the systems you run ServiceA senior engineer reads your systems

Start with a conversation

Your counter knows which question takes too long to answer. We follow one machine through parts, service and rental, then name the step to fix.
Every system a customer question touches
Where records disagree between desks
One step named first, with what it costs