Core
$999Monthly
- Supported asset and site scope
Up to 500 active monitored assets
2 service locations
Turn your installed equipment base into recurring service and parts revenue.
Track customer equipment, maintenance schedules, service history, replacement parts, and renewal opportunities. Automatically organize follow-ups to capture aftermarket business before it is missed.
The operating problem
A machine goes out to a customer, the warranty runs down, a planned service date approaches and replacement parts become due. If those events are scattered across spreadsheets and service histories, it is difficult to know which customer needs attention and which legitimate revenue opportunity has been missed.
How the solution changes the workflow
Aftersales Revenue Management connects your installed equipment history with service, coverage, parts and commercial records. It identifies supported opportunities, shows the evidence behind them and gives someone on your team responsibility for the next action.
Turn a supported service event into owned follow-up.
Usable installed-equipment history. Evidence for due/coverage rules. Actual order or invoice references. Explore the steps to see what must be recorded or verified.
Workflow illustrationExample records, not a live system
Illustrative installed assetPackaging machine · PM-081Customer site A · service owner assigned
Installed
Warranty
Service due
Offer review
Evidence requiredCoverage terms and dates
Commercial actionValidate eligibility first
An alert is prospective work. Only a linked commercial transaction can establish realized revenue.
Installed asset
Begin with a known customer, site, model and installed machine.
Asset lifecycle illustration. An alert is not realized revenue.
Identify renewals and replacement needs before the buying window closes.
A warranty is approaching expiry.
The next step may be a paid-service agreement if an eligible offer exists and the customer has not already purchased coverage.
A component is approaching its maintenance interval.
A due date or supported meter reading can justify a relevant inspection, replacement kit or service discussion. A guessed maintenance interval should not trigger an automatic sale.
A repeat purchaser has gone quiet.
Prior parts orders may establish a genuine replenishment pattern. The system can distinguish recurring demand from a one-off purchase instead of sending irrelevant reorder reminders.
An installed machine is ready for an upgrade.
A model, configuration, entitlement and actual service history can support a qualified retrofit or replacement conversation.
Give every qualified opportunity an owner and evidence.
Consider a packaging machine whose warranty will expire next month. Your team can examine its installation record, actual coverage terms and service history before deciding whether a paid-service proposal is appropriate. The opportunity is assigned to a person, not just added to a dashboard. If the customer accepts, sourced commercial records can later show what was actually sold instead of counting the original alert as revenue.
Proposed interface concepts. Intended features require implementation and a verified demonstration.
Turn installed-equipment history into specific revenue actions.
The first year of ownership matters.
When a new machine is installed, relevant starter spares, training, support or service agreements may be worth offering. The system evaluates whether that offer fits the actual model, scope and purchase history instead of sending the same generic upsell to everyone.
Renewals should be identified before the agreement lapses.
Track warranty expiration, agreement terms, covered asset sets and uncovered work. A paid opportunity appears only when the proposed work is genuinely eligible and not already included in active coverage. Site-wide contracts and partially covered services require more care than a simple date reminder.
Service intervals should point to an appropriate action.
Model and component rules can use actual dates, usage hours, cycles or approved fixed schedules. Show the baseline and confidence behind a replacement or inspection reminder. Replacement history must come from an actual supported record, not the mere fact that a service visit occurred.
Look for parts demand that should have repeated.
Where order history establishes a defensible cadence, a gap may warrant a reminder or a parts discussion. A single replacement order is not proof that the customer should reorder every quarter.
Make the next offer relevant to the installed equipment.
Eligible opportunities may include replacement kits, consumables, preventive maintenance, calibration, remote diagnostic support, paid service, training, retrofits, overhaul, remanufacture or end-of-life equipment replacement. The action should carry the asset, offering, supporting history, due basis and any unknowns.
Use campaigns without mailing the entire asset list.
Filter on model, configuration, serial range, installation age, coverage, location or other relevant supported facts. Preview who qualifies, apply duplicate and suppression controls, and direct responses to a named owner. Approved communications and customer reminders must honor configured timing and contact settings.
Include the work discovered during service.
A service technician can record a genuine commercial finding against an asset and hand it to the appropriate sales or service queue. A completed visit alone is not counted as new revenue. Opportunity records support assignment, follow-up, deferment, dismissal, closure and sourced transaction attribution, so management can distinguish prospective pipeline from invoiced business.
Begin with data you already possess.
The intended onboarding accepts structured exports covering customers, sites, serialized equipment, warranties, agreements, service history, components, meter readings and parts transactions. Repeat imports should retain source identifiers, avoid casually duplicating assets and flag data that cannot support a safe recommendation.
Find the revenue events your service and parts teams are not following up.
A manufacturer's installed base already contains potential demand, but not every installation, warning or past purchase is a genuine sales opportunity. The system assesses supported data, identifies a specific eligible offer, assigns a commercial owner and tracks the outcome. It should help your team focus on justified work rather than automatically emailing every asset owner.
A more useful buying question: How much legitimate service and parts demand can your records demonstrate today? An audit of a representative group of machines is a better starting point than a claim that every installed asset hides a predictable amount of revenue.
Delivery boundary: The system is an aftermarket opportunity and follow-up application, not a warranty claims adjudicator, full field-service dispatch suite, ERP replacement or guaranteed sales-generation engine. Reported future capabilities are not sold as already deployed features.
Identify the right offer as the equipment moves through its lifecycle.
First-year aftermarket attachment:
Find newly delivered or installed machines that may need starter spares, consumables, training, service packages or an eligible agreement.
Warranty-to-paid-service conversion:
Flag approaching warranty expiry and qualified paid-service options where actual coverage and dates support them.
Contract renewals:
Identify agreements approaching renewal, including supported multi-asset or site coverage, without treating every warranty end as a contract sale.
Uncovered-service opportunities:
Surface genuine coverage gaps for a specific work scope, distinguishing known uncovered services from missing data.
Scheduled service and inspection:
Use recorded due dates, maintenance rules or appropriately supported running hours and cycle counts to identify work that warrants attention.
Component-life replacement:
Monitor supported installed-part dates, meter baselines and designed-life rules to recommend a relevant spare, kit or service intervention.
Missed repeat-parts purchases:
Recognize a credible historical reorder cadence and flag a missed window, without inferring recurrence from a single purchase.
Eligible cross-sell and value gaps:
Compare supported equipment configuration and actual commercial history with genuinely applicable offers, not invented customer wallet share.
Dormant-account and asset re-engagement:
Identify meaningful inactivity where current customer and equipment facts justify an owned follow-up.
Retrofit and upgrade opportunities:
Use model eligibility, supported compatibility and account context to identify a valid upgrade conversation.
Overhaul, remanufacture and replacement:
Recognize appropriate service burden, age, condition or authorized product triggers that may support a larger lifecycle sale.
Qualified technician findings:
Let an authorized service person record a real spare, repair, upgrade or other commercial need and send it to the sales queue.
Give your team an accountable worklist rather than another dashboard.
Installed-equipment records:
Relate customers, sites, asset models, serials, installation evidence, owners and actual usage context.
Warranty and contract applicability:
Evaluate coverage for the proposed asset, service and date; label unknown terms explicitly.
Service BOM and replacement rules:
Associate suitable replacement parts, kits, compatibility, service positions, usage thresholds and warning periods with supported equipment.
Date- and meter-based timing:
Support actual due events and approved fixed reminder intervals while preserving the difference between scheduling and actual completed service.
Opportunity deduplication:
Keep overlapping evidence for one commercial obligation attached to one active opportunity, avoiding repeated solicitation and inflated pipeline totals.
Prioritization with reasons:
Rank supported urgency, value, confidence and account priority while exposing what is known and missing.
Owner, next action and status:
Assign work, qualify it, defer, dismiss, close or record the next customer action with reasons and follow-up dates.
Campaign qualification:
Select supported accounts and assets by model, serial range, configuration, installation year, coverage, geography or commercial eligibility before outreach.
Preview and approved communications:
See qualified recipients before sending, use approved templates and respect customer suppression and configured reminder timing.
Service request intake:
Keep email/manual service-demand context attached to the right customer and asset, with an option to link a qualified commercial finding.
Historical interaction and response evidence:
Preserve messages and customer engagement history so a reminder is not mistaken for a successful interaction.
Prove revenue with transactions rather than counting generated leads.
CSV and spreadsheet onboarding:
Import usable customer, site, model, installed asset, service, warranty, agreement, component, meter and parts history from existing exports.
Repeatable data refresh:
Retain source IDs and detect duplicates or changed source facts on later imports.
Data health and missing-field visibility:
Identify records whose uncertainty makes an automated recommendation unsafe.
Commercial record links:
Associate relevant customer quotes, orders, invoices, credits and service outcomes when trustworthy source evidence exists.
Actual recovered revenue attribution:
Distinguish the value of a proposed opportunity from a confirmed sourced sale, and preserve the link between them.
Campaign and opportunity reporting:
Compare due work, responsible owners, outreach activity and actually sourced outcomes without double counting overlapping triggers.
Exportable opportunity information:
Share controlled commercial work records or references with existing systems while keeping one authoritative follow-up workflow.
Customer access and administrator controls:
Restrict accounts and actions to authorized users and supported customer scopes.
Monitored-asset capacity plans:
Choose a commercial plan based on the number of active assets being evaluated, not arbitrary feature removals or user-seat gates.
Capabilities depend on the configured edition, source data and agreed deployment scope. Material limits and release conditions are retained in the sections above.
See how much of your installed base can support real selling opportunities.
An Installed-Base Revenue Recovery Audit examines what customer, asset, warranty, contract, parts and transaction records are usable today. The output should identify evidence gaps, a first set of credible commercial workflows and what is needed to operationalize follow-up. It is offered as a separately scoped engagement.
Read the full explanation
A useful revenue model begins with confirmed eligible events, observed conversion data and actual contribution margins. It should never multiply the entire installed base by an invented average upsell rate or promise a percentage of revenue recovery.
Plans based on the equipment you actively monitor
Growth
$1,999Monthly
- Supported asset and site scope
Up to 2,000 active monitored assets
5 service locations
Operations
$3,499Monthly
- Supported asset and site scope
Up to 5,000 active monitored assets
15 service locations
Custom
QuotedMonthly
- Supported asset and site scope
Custom scope if an Operations limit is exceeded:
5,000 active monitored assets
15 locations
Multiple operating entities
All standard plans include the approved core capability and unlimited internal users. Implementation fees dependent on your organisations requirements. Data import, rollout work, operating support, hosting and additional integration requirements are established in the written proposal. The separate audit is not silently included in the base subscription.
Confirm that your asset history can support reliable recommendations.
Packaging machinery OEMs and custom equipment manufacturers are the initial focus. The strongest fit is a business that knows which assets it has sold, earns revenue from parts or service, and has enough history to distinguish a genuine need from a guess.
Does this replace our ERP or field-service software?
No. It is an aftermarket opportunity workflow using relevant external and internal facts. Will it contact every customer automatically? Communications must follow approved rules, evidence and suppression settings. What if our asset data is incomplete? The system should show the uncertainty, not invent a maintenance or revenue event. Does it promise recovered revenue? No; financial results are attributed only when supported by actual transaction evidence.
Review your installed base for missed service and parts revenue.
We'll review a sample of installed assets, service records and parts history and discuss where a defensible aftermarket workflow can begin.