Transform Aftersales with AI-Powered Warranty, Repair, and Commerce

Unlock new revenue, reduce downtime, and delight customers with a unified platform for warranty management, self-service portals, predictive maintenance, and intelligent sales—tailored for CNC, construction, mining, and heavy equipment manufacturers.

ServiceCPQ - Industry Use Cases

ServiceCPQ Industry Solutions

Transforming aftersales operations across heavy industries with AI-powered automation and seamless integrations

Industry Use Cases

HVAC & Compressors
🔧

Warranty & Claim Automation

Streamline warranty claims with AI-driven validation, fraud detection, and seamless SAP integration for 700+ service partners.

Construction Machinery
🏗️

Comprehensive Dealer & Repair Solutions

Unified platform for field service management, dealer empowerment, and complex repair workflows with AI-driven automation.

CNC Manufacturing
⚙️

B2B E-commerce Portal

Complete B2B portal solution with parts ordering, service scheduling, and real-time inventory management.

Mining Equipment
⛏️

AI Component Rebuild Automation

AI-driven component rebuild and repair automation with agentic workflows and predictive analytics.

Heavy Equipment
🚜

AI Service Opportunities

AI-powered service opportunity identification with predictive analytics and automated customer outreach.

Latest Insights & Resources

INSIGHTS

How AI is Transforming Industrial Service Operations

ServiceCPQ Team 5 min read
CASE STUDY

ROI Analysis: Digital Service Transformation in Heavy Industry

ServiceCPQ Team 8 min read
GUIDE

Complete Guide to Warranty Claim Automation

ServiceCPQ Team 12 min read
TRENDS

Future of B2B Service Portals: 2025 Industry Outlook

ServiceCPQ Team 6 min read

HVAC & Pumps: Smarter Service, Faster Claims

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Industry Overview

The HVAC & Pumps sector faces complex service networks, high-value assets, and demanding warranty management. ServiceCPQ empowers OEMs and service partners to streamline claims, automate approvals, and deliver superior customer experiences.

Featured Use Cases

1. Automated Warranty Claim Management

Scenario:

700+ service partners submit claims via mobile, with AI-driven validation, fraud checks, and seamless SAP integration for real-time settlement and inventory updates.

Value Delivered:

  • 50% faster claim processing
  • Real-time visibility for partners and OEMs
  • Reduced manual errors and fraud risk

2. Goodwill & Out-of-Warranty Claims

Scenario:

Claims just outside warranty are routed for goodwill approval, with automated escalation to sales and director levels, cost absorption tracking, and supplier recovery—all integrated with SAP.

Value Delivered:

  • Enhanced customer retention
  • Transparent, auditable approval flows
  • Optimized cost recovery

Why Choose ServiceCPQ for HVAC & Pumps?

  • Decades of SAP/Salesforce expertise
  • Built-in AI for predictive insights and automation
  • Scalable for large partner networks
  • Secure, compliant, and future-ready

Construction Machinery: Comprehensive Dealer & Repair Solutions

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Industry Overview

Construction machinery companies face complex service, assembly, and dealer management challenges—especially when sourcing equipment globally and assembling locally. ServiceCPQ provides a unified platform for field service management, dealer empowerment, and streamlined repair workflows.

Featured Solutions

1. Field Service & Complex Repair Management

Complete workflow automation for companies that procure machinery abroad and assemble locally.

Key Features:

  • Field Service Call Management: Centralized call intake, technician dispatch, and real-time job status tracking
  • Job Card Automation: Digital job cards capturing all parts, labor hours, consumables, and costs
  • Agentic Repair Workflow: Guided process for intake, diagnosis, estimation, approval, assembly, testing, and return
  • OEM & Supplier Claim Management: Automated claim routing with cost absorption and SAP integration
  • Remanufacturing Support: Track salvaged components and manage remanufacturing steps in real time

Value Delivered:

  • Faster, error-free service and repair cycles
  • Full traceability of parts, costs, and claim status
  • Reduced downtime and improved asset lifecycle management

2. Dealer Platform & Proactive Service Management

Digital tools to empower dealer networks with comprehensive service capabilities.

Key Features:

  • Dealer Portal: Unified platform for visit planning, AMC management, and digital job card generation
  • Service Letter & Quoting Automation: AI-guided quote generation with customizable templates
  • Customer Communication: Automated notifications, service reminders, and real-time updates
  • Service History & Analytics: Centralized tracking enabling proactive service and upsell opportunities

Value Delivered:

  • Improved dealer productivity and customer engagement
  • Higher AMC renewal rates and service revenue
  • Enhanced transparency and operational control across dealer network

Why Choose ServiceCPQ for Construction Machinery?

  • End-to-End Service Lifecycle Management: From field calls to complex repairs and dealer empowerment
  • Customizable Workflows: Adaptable for imported, locally assembled, or remanufactured machinery
  • AI & Automation: Streamlined quoting, scheduling, and claim management
  • Deep Integration: Real-time updates with ERP, inventory, and financial systems
  • Scalable & Proven: Inspired by best practices from global leaders like Caterpillar

CNC Manufacturing: End-to-End Self-Service Portal

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Challenge

CNC manufacturers struggle with fragmented customer support, inefficient spare parts ordering, and reactive maintenance. Clients often face delays in accessing technical documentation, warranty details, and parts procurement, leading to downtime and frustration.

Solution

A unified self-service portal powered by AI and integrated with the manufacturer's ERP, CRM, and inventory systems.

Key Features

Centralized Product Documentation Hub

  • Digital Product Library: Interactive 3D drawings, technical specs, exploded part diagrams, FAQs, and video tutorials
  • Warranty & Contract Visibility: Auto-populated warranty periods, service contracts, and claim history for each machine

AI-Driven Parts Procurement

  • Visual Parts Search: Click on interactive CAD drawings to identify and order parts directly
  • Search by Part Number/Keyword: AI suggests alternatives if parts are out of stock
  • Subscription-Based Maintenance Kits: Pre-configured kits recommended based on machine usage data

Proactive Maintenance & AI Recommendations

  • Personalized Maintenance Plans: AI analyzes machine usage, error logs, and OEM guidelines
  • Automated Alerts: Notify clients when maintenance is due or parts are nearing end-of-life
  • Maintenance Kit Enrollment: Clients subscribe to kits that ship automatically

Accessory & Upgrade Marketplace

  • Featured Accessories: New tooling, software upgrades, or safety modules on portal homepage
  • Bundled Kits: AI suggests accessories based on client's machine models and usage patterns

Streamlined Warranty & Service Requests

  • One-Click Warranty Claims: Submit claims with machine serial numbers, photos, and error codes
  • Defective Part Returns: Automated return labels and SAP-integrated inventory updates

Business Value

  • 40% Reduction in Support Calls: Clients resolve issues via self-service
  • 70% Faster Parts Ordering: Visual search and AI recommendations cut procurement time
  • 30% Increase in Spare Parts Revenue: Upsell/cross-sell via personalized maintenance kits
  • 20% Longer Machine Lifespan: Proactive maintenance reduces unplanned downtime

Workflow Example

  1. Client logs into portal and selects their CNC machine
  2. Clicks interactive drawing to identify worn spindle bearing
  3. AI recommends exact part number and maintenance kit
  4. Client adds both to cart with subscription discount and checks out in <2 minutes
  5. ERP processes order and part ships same-day
  6. Portal updates maintenance schedule and sends technician dispatch if needed

Mining Equipment: AI-Driven Component Rebuild & Repair Automation

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Challenge

Mining operations depend on the reliability and uptime of complex, high-value equipment. Component rebuilds and repairs are intricate, labor-intensive, and critical for productivity and cost control. Automation and AI are rapidly transforming these processes, improving safety, efficiency, and predictability.

Solution

A next-generation workshop and component rebuilding center, leveraging an agentic repair approach and AI to automate and optimize every stage of the repair lifecycle.

Key Features

Agentic Repair Workflow

  • Eight specialized AI agents guide and automate intake, disassembly, diagnosis, estimation, proposal generation, approval, assembly, testing, and billing
  • Consistent process execution across all repair stages
  • Automated quality checks and compliance tracking

AI-Guided Repair Quoting

  • Proprietary templates and service kits enable rapid, accurate estimation for complex jobs (e.g., engine rebuilds)
  • Dynamic pricing and margin optimization suggestions
  • Competitive yet profitable quoting strategies

Smart Parts Management

  • Upload and process parts lists from Excel with AI parsing
  • Natural language description to build bill of materials
  • Automated parts sourcing and inventory management

Predictive Analytics & Recommendations

  • AI analyzes maintenance history to recommend labor hours and parts
  • Predictive maintenance insights to prevent future failures
  • Improved accuracy and reduced cost surprises

Contract Management & Integration

  • Fixed-price and parts agreement modules for long-term contracts
  • Seamless SAP integration for financial reconciliation
  • Real-time updates with enterprise systems

Business Value

  • Increased Uptime: Predictive maintenance and faster turnaround reduce equipment downtime
  • Reduced Costs: Automation lowers labor hours, minimizes errors, and optimizes parts usage
  • Improved Profitability: Dynamic pricing and margin recommendations ensure competitive yet profitable quoting
  • Enhanced Customer Experience: Transparent, digital proposals and real-time status updates build trust
  • Scalable Operations: Platform handles hundreds of items per repair, supporting OEM and third-party models

Workflow Example

  1. Intake: Workshop receives mining component, AI agent logs serial, condition, and customer details
  2. Disassembly & Diagnosis: AI guides technicians through disassembly and flags common failure points
  3. Estimation & Proposal: AI generates comprehensive quote including labor, parts, and predictive recommendations
  4. Approval: Customer receives digital proposal for review and e-signature
  5. Assembly & Testing: Workflow guides assembly, testing, and quality checks with full traceability
  6. Billing & Finance: Automated billing, cost absorption, and SAP integration for reconciliation
  7. Contract Management: Fixed-price contracts and service kits managed through the portal

Why Choose ServiceCPQ for Mining Equipment?

  • Agentic, AI-Powered Automation: Each repair stage managed by specialized AI agents for consistency
  • Deep Mining Expertise: Designed for unique complexity and scale of mining equipment repair
  • Seamless ERP Integration: Real-time updates with SAP and enterprise systems
  • Scalable & Proven: Handles complex component rebuilds from intake to delivery

Heavy Equipment: AI-Driven Service Opportunity Generation & Virtual Sales

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Challenge

Heavy equipment OEMs and service centers are under pressure to grow aftermarket revenue, maximize customer lifetime value, and proactively identify new service and parts sales opportunities. Traditional sales methods often miss upsell/cross-sell potential and rely heavily on manual analysis.

Solution

A comprehensive AI-powered suite that transforms how heavy equipment manufacturers and service centers identify, qualify, and act on service opportunities.

Key Features

Propensity-to-Buy Modeling

  • Advanced machine learning analyzes customer profiles, equipment usage, and purchase history
  • Predicts which clients are most likely to buy additional services, parts, or contracts
  • Prioritizes high-value opportunities for sales teams

Gap-to-Entitlement Analysis

  • Instantly shows what each customer has purchased versus what they are entitled to
  • Reveals untapped sales and service potential across customer base
  • Identifies missed opportunities for contract renewals and upgrades

Virtual Service/Sales Reps

  • AI-powered assistants using ChatGPT and proprietary models
  • Suggest relevant service opportunities based on maintenance history and equipment data
  • Recommend required labor hours, parts, and service kits for upcoming jobs
  • Propose optimal discounts and pricing strategies to maximize conversion and margin
  • Guide users to create new service opportunities using natural language input

Opportunity Management Dashboard

  • Visualizes high-probability opportunities and gap-to-entitlement insights
  • Shows next-best actions for each customer or fleet
  • Real-time tracking of opportunity pipeline and conversion rates

Business Value

  • Increased Service Revenue: Proactively identify and convert high-value service and parts opportunities
  • Improved Customer Retention: Address customer needs before they become urgent, strengthening relationships
  • Sales Team Productivity: AI-guided workflows reduce manual analysis, enabling focus on closing deals
  • Optimized Pricing & Margins: Dynamic recommendations ensure competitive, profitable offers every time
  • Data-Driven Decision Making: Real-time dashboards and actionable insights for OEMs and service centers

Workflow Example

  1. Opportunity Discovery: AI scans customer data, flagging high propensity-to-buy customers with overdue maintenance
  2. Gap-to-Entitlement Analysis: Dashboard shows customer hasn't purchased recommended service kits or warranties
  3. Virtual Rep Assistance: Operations executive asks AI to 'Suggest service opportunities for Customer X's excavator fleet'
  4. AI Response: System provides upsell/cross-sell options, labor hours, parts recommendations, and pricing guidance
  5. Action & Follow-Up: Service rep sends personalized proposal with AI-recommended discounts directly to customer

Why Choose ServiceCPQ for Heavy Equipment?

  • Truly Proactive Aftermarket Sales: Move from reactive to predictive service and parts selling
  • AI-Powered Virtual Reps: Democratize expertise—every sales or service rep can act like a top performer
  • Seamless Integration: Works with existing CRM, ERP, and service management tools
  • Natural Language Interface: Simple, intuitive prompts make opportunity creation fast and easy