Visit one: diagnose.
Visit two: fix.
The gap between them is where jobs get lost.
OkPilot appliance repair software links diagnosis and repair visits as one job, tracks parts arrival, and auto-attaches warranty forms so the technician on visit two sees everything from visit one. It is built for appliance repair companies that dispatch their own technicians.
The technician shows up for visit two with nothing from visit one.
The diagnosis notes are in someone's clipboard or a text thread. The warranty status is unknown. The customer opens the door and explains the entire problem again, from scratch, to a technician who may not have been the one who came the first time.
For warranty jobs, it is worse. The warranty form was never attached. Now the technician has to call the office, the office has to find the paperwork, and a 45-minute repair turns into a 90-minute ordeal.
The job exists. The link between visits does not.
What happens when you type "Which jobs need a return visit? Have any been waiting more than a week?"
You type
"Which jobs need a return visit? Have any been waiting more than a week?"
OkPilot responds
Four jobs waiting on return visits. One has been waiting 9 days: Job #7284 at 15 Oak, diagnosed as a compressor relay. The part arrived 3 days ago but the return was never scheduled. Two more are under a week. Job #7702 at 88 Pine is at 6 days, drum bearing, part status not confirmed yet. Three of the four are warranty jobs.
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You just asked a question
Both visits
Linked as one job
Part tracking
Knows what arrived
Job #7702 at 88 Pine: diagnosis was 6 days ago (drum bearing). Return visit not yet scheduled. The customer has called twice. Schedule it?
3 warranty jobs this week. Warranty forms auto-attached to each. Job #7698 (Whirlpool, under warranty until March) still needs the technician's signature on the form before submission.
It catches the jobs stuck in the gap before the customer calls
A diagnosis that has been sitting for 6 days without a return visit is not the same as one from yesterday. OkPilot knows the difference. It watches the time since diagnosis, checks whether the part has arrived, and flags the jobs that are falling through the cracks.
For warranty jobs, it attaches the correct form automatically. You do not need to remember which manufacturer needs which paperwork. You approve every action. It never contacts a customer or reassigns a technician without your nod.
Your technician sees the diagnosis from visit one, not a blank screen
The app speaks appliance repair. When the technician opens a return-visit job, the screen shows the original diagnosis notes, what was identified, warranty status, and any photos taken during visit one. Even if a different technician handles the return, the full context travels with the job.
After the repair, resolution notes link back to the diagnosis. The complete job record shows the full lifecycle: what was wrong, what was ordered, when it arrived, and what was done to fix it.
Tell it you do appliance repair
"We do appliance repair. Diagnosis and repair are usually two visits. Warranty jobs need a warranty form attached. Link both visits as one job. Do not schedule the return until the issue from visit 1 is addressed."
That is the setup. OkPilot creates the two-visit job type, the warranty/non-warranty distinction, the part-tracking triggers, and the return-visit scheduling logic. 48 hours to live.
Your appliance repair flow
Since 2018
In market
2,000,000+ tasks
Handled
48 hours
To full setup
Appliance repair questions
Visit 1 (diagnosis) and Visit 2 (repair) are linked stages of the same job. After the technician logs the diagnosis and the part needed, OkPilot tracks sourcing and arrival. It only flags the job as ready for Visit 2 when the part is confirmed in hand. The technician on Visit 2 sees the full diagnosis notes, photos, and warranty status from Visit 1 without asking the customer to repeat anything.
When a job is tagged as warranty during Visit 1, OkPilot auto-attaches the manufacturer warranty form to the job record. The technician fills it on-site or in the app. Non-warranty jobs get a customer quote instead. You do not need to remember which jobs need which paperwork.
It does not get lost. The diagnosis notes, before/after photos, part identified, and warranty status from Visit 1 are all attached to the job. When the technician arrives for Visit 2, the app shows everything from the first visit. Even if a different technician handles the return, the full context travels with the job.
OkPilot also handles HVAC, plumbing, and pest control service. See all service features.
See it running your appliance repair operation
Book a demo. We will load your two-visit jobs and show you the gap between diagnosis and repair closed without a dispatcher.