How Excellon B2B Service App Streamlines Dealer and Distributor Operations

Service operations in the automotive industry depend heavily on accuracy, speed, and coordination. Excellon’s B2B Service Mobile App is designed to support these requirements through a structured, intuitive platform tailored for technicians and service staff across dealer and distributor networks. From appointment handling to invoicing, the app brings efficiency and clarity to every step of the service lifecycle. 

This blog outlines the core functionalities of the app and how it simplifies service workflows for better field performance. 

1. Simple Login and Secure Access

The experience begins with the login interface. Users enter their credentials, and upon successful authentication, are taken directly to the landing page. This process is quick, secure, and sets the foundation for uninterrupted operations. 

2. Appointment Dashboard

Technicians land on the main menu, which opens with a clear view of all scheduled service appointments for the day, categorized by service type such as paid or free. Each appointment card reflects the status, allowing technicians to assess and organize their day efficiently.

From this screen, users can: 

• View appointment details

• Create service estimates

• Convert appointments to job cards

This unified view helps in prioritizing tasks and reducing delays.

3. Structured Estimate Management

Estimate creation is an essential part of the service process. The app allows technicians to:

• View all estimates with status labels

• Filter estimates by date or search parameters

• Create new estimates with structured input fields

While generating estimates, users can access customer and vehicle details, capture customer voice inputs, and add required labour and parts. Each step is designed to maintain accuracy and provide full visibility into service requirements before proceeding to job card creation. 

4. Efficient Job Card Handling

Once an estimate is approved, it can be seamlessly converted into a job card. This section offers:

• A view of all job cards along with their status

• Access to detailed customer and vehicle information

• Options to add or modify labour and spare parts

• Ability to publish reestimates, mark jobs as complete, and generate invoices

5. Part Management and Mechanic Allocation

The app supports the assignment of labour and parts at every stage. Service advisors or technicians can allocate tasks to mechanics and assign required parts with a clear trail of action. Spare issue and return processes are integrated, helping avoid stock mismatches and delays. 

This coordination between inventory and human resources minimizes bottlenecks and improves service turnaround.

6. Invoicing and Service Completion

After completing a job, users can directly generate invoices from the app. The invoicing module links back to the job card and estimate for consistency, reducing manual errors and ensuring customers receive complete billing transparency.

7. Dashboards and analytics

The app offers built-in dashboards that present real-time service performance data. Technicians and managers can track key metrics such as completed jobs, appointment volumes, and service turnaround times. These insights support better planning and help teams stay aligned with operational goals.

8. Appointment creation from mobile

Technicians and service advisors can create new appointments directly within the app. This allows for greater flexibility in handling walk-ins, rescheduling, or managing customer requests without needing to switch platforms.

9. Vehicle AMC details

The app provides access to a vehicle’s Annual Maintenance Contract information. Technicians can quickly check coverage, service eligibility, and renewal status, helping them make informed decisions during service intake or job execution.

10. Multi-lingual support: 

To accommodate a diverse user base across regions, the app supports multiple languages. Users can select their preferred language, making the interface more intuitive and improving overall adoption across field teams.

Final Thoughts

Excellon’s B2B Service App is thoughtfully developed to improve daily service operations across the dealer and distributor ecosystem. It helps technicians manage appointments, estimates, job cards, and invoicing with ease and clarity. By reducing manual intervention and improving process flow, the app brings structure to the service experience. It ensures faster turnarounds, better customer satisfaction, and greater operational efficiency.