Solution Overview for Dealers
Workshop and Technician Management
Turn ERP-based service operations into a modern execution flow. ClearOps is a dedicated workshop and technician management solution that integrates with your ERP to run planning, scheduling, technician execution, and continuous performance monitoring.
Built for medium-to-large dealers, ClearOps connects to ERP systems with an open integration architecture, such as SAP and Microsoft Dynamics. It streamlines coordination and gives workshop managers and technicians real-time operational clarity while your ERP stays the system of record.
Why ClearOps
The Workshop and Technician Management Solution
From service intake to completion, Workshop and Technician Management (WTM) unifies planning boards, technician workflows, and KPI visibility. Keep ERP as your source of truth while ClearOps orchestrates daily service execution.
Built for daily operations
Give workshop managers and technicians one shared execution cockpit. Visual planning, role-based workflows, and mobile-first execution remove friction from intake to completion.
ERP integration
Keep your ERP as the system of record. ClearOps connects to ERP systems with an open integration architecture, such as SAP and Microsoft Dynamics, and adds the missing service scheduling and execution layer without forcing a DMS migration.
Dealer-proven
Designed with heavy equipment dealers and refined in live workshops. Teams gain clearer priorities, better capacity control, and more predictable service outcomes.
Market Signals
What High-Performing Service Teams Prioritize Today
Key focus areas for modern ERP-centric dealer operations:
1
Live capacity visibility
Shared planning views align managers and technicians around one real-time schedule.
2
Execution-ready workflows
Purpose-built dispatch, mobile execution, and time tracking keep daily service work fast and structured.
3
High-quality service data
Digital documentation supports clean billing handover, better reporting, and continuous improvement.
Capabilities
Capabilities Inside Workshop and Technician Management
Workshop Management
Use a visual planning board to drag and drop jobs to technicians and time slots, manage absences and shifts, and balance workshop and field workloads in one schedule.
Technician App
Technicians execute assigned work orders anywhere, capture time, photos, and findings, and continue working in offline mode when connectivity is limited.
ERP Sync and Handover
Sync core work order and parts context with ERP while keeping technician assignments, scheduling, and execution details managed in WTM for faster day-to-day operations.
Speech-to-Text
Technicians capture findings and job notes by voice. AI transcribes speech into structured documentation, reducing typing and keeping records complete.
Benefits
Measurable Outcomes for Your Workshop
Outcomes from workshop teams using WTM to coordinate planning, execution, and reporting in one flow.
Maximize Billable Hours
Give every technician a clear day plan and less admin. Structured job flows and faster handovers increase productive wrench time.
Increase utilization and throughput
Track workload, backlog, and utilization in real time to balance resources across workshop and field service.
Reduce manual processes
Replace disconnected calendars, spreadsheets, and paper job cards with one digital execution layer.
Enable proactive service
Use machine context and planned capacity to move from reactive firefighting toward proactive maintenance.