Every job, from check-in to hand-back
Lifeguard CRM runs the service side too: cases with your own statuses, check-in receipts, diagnosis reports customers approve online, and a portal where they follow their job.
The job, the customer and the invoice, in one place
Repair and service businesses usually run jobs in one tool, customers in another and invoices in a third. Here a case sits on the customer record, so the diagnosis, the quote, the approval and the invoice all follow the job.
- Cases with statuses you define
- Check-in and check-out with PDF receipts
- Diagnosis reports with an optional AI-written summary
- Customer approves or declines online, no login needed
Case #2481
Awaiting customer approval
Four steps, fully tracked
Every step leaves a record on the case, so anyone can pick it up.
1. Check in
Record the item and its condition and hand over a PDF receipt, or send the customer a self check-in link.
2. Diagnose
Fill in a diagnosis with your own fields, and let AI draft the written report if you like.
3. Approve
Send the diagnosis or quote as a link; the customer approves or declines online.
4. Check out & invoice
Hand the item back with a check-out receipt and raise the VAT invoice from the case.
Everything a service desk needs
Customer portal
Customers log in to follow their cases and raise or reply to support tickets.
Case discussion
Staff discuss the job in a thread on the case, not in a side chat.
Logistics
Schedule and track collection and delivery jobs.
Case studies
Turn finished jobs into case studies, prefilled from the case.
Service management questions, answered
Any business that takes in an item or a job and hands it back: repair centres, data-recovery labs, device and equipment servicing, maintenance teams. Each job is a case with its own status, documents and history.
Yes. Send a diagnosis report or a quote as a link; the customer reads it and approves or declines without logging in, and the case moves on automatically.
Yes. The customer portal lets them log in to see their cases and raise or reply to support tickets, which cuts down the 'any update?' messages.
Yes. Each branch has its own cases, users and lead assignment, and staff switch between the locations they have access to.
Run your service desk from your CRM
We will check in a sample job, send a diagnosis for approval and raise the invoice, using your own statuses.
No credit card · Free data migration · Live in under a week