CopierDesk

For independent copier dealers

Run service and meter billing in one place.

CopierDesk is the workspace for your service department and your meter billing. Each dealer gets a private workspace. There is no public sign-up.

Diagram of the workspace. Not a screenshot, and not a customer’s data.

Scattered across spreadsheets, email, and other systems.

Service, meter reads, and billing describe the same machines. They usually don’t live in the same place.

  1. Service lives in a spreadsheet

    Calls are logged, assigned, and closed in a sheet or an email thread. The copy a technician has is already old.

  2. Meter reads are chased by hand

    Someone has to ask for the count, wait on a reply, and type it in before an invoice can go out.

  3. Billing sits in another system

    Contracts and equipment are apart from invoicing, so a missing read shows up late.

What the workspace covers

The service desk and the billing desk, on the same customers and machines.

  • Customers & equipment

    Every customer, machine, serial number, location, and service history in one place.

  • Service calls

    Log, assign, and track calls through to closed, with a board for technicians.

  • Preventive maintenance

    See which machines are due for PM.

  • Automatic meter reads

    Pulls meter counts from KPAX device monitoring, so nobody chases readings.

  • Contracts & meter billing

    Per-customer contracts, base rates, overage, and monthly, quarterly, or yearly billing cycles, with a check that flags missing readings before invoicing.

  • Invoicing with QuickBooks

    Generate invoices and sync them to QuickBooks Online.

  • Supplies & inventory

    Toner levels, supply shipments, inventory, and purchase orders.

  • Reports & dashboard

    An at-a-glance view of open calls, billing, and supplies.

  • Fast search

    Find any serial number, customer, call, or invoice instantly. Press Ctrl+K or Cmd+K.

How it starts

We set the workspace up with you. Your team does not start from a public sign-up page.

  1. 01

    We set up your workspace

    Your dealership gets its own private workspace, on its own subdomain.

  2. 02

    Connect KPAX and QuickBooks

    Meter monitoring and invoicing tie into the same customers and machines.

  3. 03

    Your team works from one dashboard

    Service and billing start from the same picture, instead of separate files.

A private workspace

Each dealer works on its own. There is no public directory of your customers.

  • Private workspace

    Each dealer has its own workspace on its own subdomain. It is not a shared login with other dealers.

  • Invite-only accounts

    There is no public sign-up. People join by invite.

  • Roles

    Owner, admin, and technician. Each person sees what their role allows.

  • Encrypted connections

    Connections to the workspace are encrypted.

Request a demo

Tell us about your dealership and how you handle service and billing today.