Mobile Technician

Extend Your Reach. Deliver Service Anywhere.

Contents
Overview

Overview:

Not every service needs to happen in the shop. The Mobile Technician solution empowers your dealership to bring maintenance and light repairs directly to your customers—at their home, workplace, or anywhere else convenient. It’s the ultimate convenience offering that helps you capture additional revenue and deepen customer loyalty by servicing vehicles beyond the confines of your service drive.

This platform supports a full mobile service operation. Customers can book mobile appointments just as easily as regular ones (online or through your call center). The system handles scheduling and route optimization for mobile jobs, ensuring that your mobile techs have efficient travel plans and aren’t overbooked. It accounts for drive time, service duration, and even factors like geography to cluster jobs intelligently.

Equipped with a rugged tablet, your mobile technicians have everything they need right at their fingertips. They receive job details (customer info, vehicle history, scheduled services) and step-by-step procedures for the work to be done. The platform provides VIN-specific repair information and checklists, so even off-site, the tech has guidance and specs like torque values or fluid types, etc. They can perform a digital inspection and record any additional findings exactly as they would in the shop.

While on the job, the mobile tech can capture photos or videos if needed, and even show the customer in person if present. Through the tablet, they can get on-the-spot approval for additional work (perhaps the customer wants new wipers or the tech finds a leaking hose). The system allows the tech to add that line item, quote it, and have the customer sign off right there.

The platform also handles on-site payment and signatures. Mobile techs can generate an invoice on their device and accept credit card payments or other methods securely (integrated with your Merchant Services). Customers can sign the work order on the tablet upon completion. This means no paperwork going back and forth—everything is done and stored digitally.

Integrated scheduling & routing means the service manager or dispatcher can track all mobile jobs in progress on a map, see status updates (e.g., “Job Started,” “Job Completed,” “En route to Next Appointment”), and manage any emergency calls or last-minute changes. It’s full visibility even though the work is happening off-site. All data syncs back to your DMS or central system immediately, updating inventory if parts were used and recording the service in the customer’s history.

Offering Mobile Technician services increases retention by offering customers an ultra-convenient option— ideal for routine maintenance or minor recalls. It can also attract new customers who might not live near the dealership or have hectic schedules. Every mobile visit is an opportunity to showcase your dealership’s quality and possibly upsell future work (the tech might note, for example, that the car will need brakes in a few months, and can schedule that in advance at the dealership).

By extending your reach beyond the physical shop, you capture work that might otherwise go to independent shops or be deferred. Mobile techs essentially function as a rolling mini-service bay, and the Mobile Technician platform is what keeps that process efficient, professional, and profitable. It’s the intersection of convenience and dealership-grade service.

Industry Challenges

Industry Challenges:

Customers increasingly expect convenience and many appreciate services that come to them (as evidenced by mobile pet grooming, on-site oil change startups, etc.). Without a mobile service option, dealers may lose some basic maintenance jobs to such alternatives or to independent shops that are closer to the customer’s location. However, offering mobile service can be complex: coordinating schedules, ensuring techs have the right parts and tools, and maintaining quality control outside the shop environment is challenging without the right tools.

Without an integrated platform, a mobile service could easily turn into a logistical headache—missed appointments, techs arriving without needed parts, difficulty in processing payments remotely, or inconsistent record-keeping when the tech returns to the dealership. There’s also the challenge of accountability and performance tracking: how do you know a mobile tech completed all steps of an inspection or spent the right amount of time on a job if you can’t see them?

From the tech’s perspective, being in the field means they need the knowledge base of the dealership with them—if something unexpected comes up, they might normally ask a nearby colleague or look up info on a shop computer. In the field, they need that info in their hand. Safety and professionalism are also considerations; you want to ensure the customer perceives the mobile service as just as trustworthy and competent as in-dealership service.

Mobile Technician addresses these concerns by giving structure and support to off-site service. It ensures appointments are well-planned, techs are well-prepared, and all necessary data and communication flows smoothly.

Capabilities

Capabilities:

Integrated Mobile Scheduling

Let customers book mobile service appointments via the same system as regular ones. The system accounts for travel time and only offers time slots that fit into your mobile techs’ routes and capacity.

Route Optimization

Automatically plan the most efficient route for a day’s mobile appointments, considering location clusters and traffic patterns, to maximize the number of jobs a tech can handle and minimize downtime between jobs.

Technician Mobile App

Provide mobile techs with a tablet app containing their schedule, customer and vehicle details, and all work orders for the day. They can update statuses (on way, arrived, job complete) through the app to keep everyone informed.

On-Site Digital RO & MPI

Allow techs to open and manage a repair order on the tablet just like in the dealership. Perform digital inspections off-site, including capturing photos/videos of any findings. Results can be shared with the customer immediately.

On-Board Knowledge Base

Include integrated repair guides, wiring diagrams, and step-by-step procedures accessible offline in the app, so techs have reference material even if working in an area without connectivity.

Inventory & Parts Support

Enable the tech to view the parts loaded on their van and even sell from that stock. If a part is used, they can record it which decrements inventory. If they need an unplanned part, they can check nearby inventory (maybe another van or the dealership) and even request delivery or schedule a follow-up.

Customer Communication & Notifications

Send customers reminders when the tech is en route (e.g., “John from [Dealership] is on the way to service your vehicle, ETA 2:00 PM”). Allow customers to contact the tech or dispatcher via a masked number if necessary to clarify directions or gate codes, etc.

On-Site Approvals & Payment

Let techs quote additional needed repairs discovered on-site and send the customer a quick estimate for approval (customer can e-sign on the tech’s tablet or their own device). Process credit card payments securely through a mobile card reader or payment link, and email receipts immediately.

DMS Integration

Sync all service records, parts usage, and job completion details with your dealership’s core systems instantly. The work performed off-site is recorded just like any other RO, ensuring warranty claimability if relevant and proper record-keeping.

Performance Tracking

Monitor metrics like number of mobile jobs completed, revenue generated per mobile visit, customer satisfaction scores for mobile appointments, and technician travel vs. wrench time. This helps in refining the service and demonstrating its value.

Benefits

Benefits:

  • Reach customers at their home or workplace with full dealership-quality service capabilities, greatly enhancing convenience and retention.
  • Increase customer loyalty by offering ultra-convenient service options that fit into their busy lives (no need to come to the dealership for routine maintenance).
  • Equip mobile techs with everything they need on a tablet—vehicle history, repair procedures, and communication tools—so they can perform work as effectively as in-shop.
  • Standardize off-site service workflows with digital checklists, inspections, and approval processes, ensuring consistency and quality control outside the dealership.
  • Boost customer satisfaction with faster, frictionless service that comes to them, reducing downtime and disruption.
  • Minimize wait times and shop congestion by strategically handling suitable jobs off-site, freeing up bays for heavier work.
  • Increase revenue by turning routine maintenance and minor repairs into mobile-friendly offerings that capture business you might otherwise lose.
  • Eliminate paperwork in the field with digital repair orders, inspections, and invoicing—everything is captured without delay or loss of information.
  • Track technician performance, job completion times, and service revenue by location, giving transparency into your mobile ops and opportunities to improve efficiency.
  • Create a consistent, professional brand experience beyond the dealership’s walls—your mobile techs become ambassadors, and with the right tools, they deliver exceptional service that reflects well on your brand.
Related Products

Related Products

Service Scheduling: Ensure every scheduled service includes time for a thorough inspection by aligning appointment types (so you can promise a multi-point inspection on every visit and deliver it via this platform).

Customer Communication: Integrated texting/email tools work with Inspection to send results and gather quick approvals or questions, keeping the customer conversation timely.

Repair Solutions: Provide mobile techs access to the same VIN-specific repair info, job clocking, and estimating tools in the field that they would have in the shop, ensuring they are never at a disadvantage outside the dealership.

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