Track every machine from the deal that placed it to its next service visit.
PlaceTrack joins your sales pipeline and your field service schedule around one record — the placement. Each company works in its own secure workspace, built for equipment placement and servicing businesses running multiple branches.
Placement · A7X-21B9
Next PM due 14 Apr
Under warrantyFour steps, one connected record
Nothing is re-typed between sales and service. The placement carries the machine's history from day one.
Log a Visit
Your rep records each client call with equipment interest, contacts and next action.
STEP 01Win the Deal
Move the deal through your pipeline stages until the placement is agreed.
STEP 02Auto-Create the Placement
A won deal opens a placement record: machine, serial number, site and branch.
STEP 03Service On Schedule
Preventive maintenance dates generate automatically and surface before they fall due.
STEP 04
Two linked modules, one source of truth
Field service and sales share the same client, branch and equipment data — so a won deal is already a serviceable asset.
Every analyser, incubator and monitor you place stays on a schedule you can prove.
Field Service
Placements register
Every machine on site, with serial number, install date, client and branch owner.
Service due dashboard
See what is due this week and what is overdue, grouped by engineer and region.
Digital job cards
Engineers record work done, parts used and capture the client signature on site.
Warranty & free PM tracking
Know which visits are covered under warranty and which free PMs remain.
Service contract status
Post-warranty cover shown per placement so renewals never slip past a due date.
Sales
Client visit logging
Field visits captured as they happen, with follow-up owners and dates.
Pipeline board by stage
Drag deals across stages from first contact to placement agreed.
Won-deal conversion
Closing a deal creates the placement and its service plan in one step.
Pipeline value by rep
Roll up open value per rep, branch and equipment line for weekly review.
One plan, billed via M-PESA
Every workspace gets the full platform — sales pipeline, service register and job cards — on a single monthly subscription.
KES 12,500/ month
Unlimited placements and service schedules across all your branches.
- Unlimited placements & service schedules
- Sales pipeline with visit logging
- Digital job cards with client signature
- Warranty, free PM and contract tracking
- Multi-branch users and role permissions
How billing works
Subscriptions are billed via M-PESA (Safaricom Daraja). Payment is confirmed on your phone.
- 01Choose plan
- 02STK Push sent to your phone
- 03Enter M-PESA PIN
- 04Subscription activated
Billed via M-PESA · Safaricom Daraja
Log in to your workspace
There are four ways into PlaceTrack, each with its own view of the placements you are responsible for.