The Unified Operating System for Modern Appliances, Equipment, and Machinery Manufacturers and Distributors—Powered by Gridlex
Gridlex unifies sales, service, compliance, customer portals, and back-office operations into one AI-powered platform designed for Appliances, Equipment, and Machinery Manufacturers and Distributors. From delivery coordination and warranty tracking to technician dispatch and supplier oversight—run every function with control, speed, and visibility.
Gridlex Capabilities, Apps & Features for Appliances, Machinery & Equipment Manufacturers & Distributors
Gridlex’s Unique Solutions for Appliances, Machinery & Equipment Manufacturers & Distributors
No Code, Ultra-Customizable AI Builder for Appliances, Machinery & Equipment Manufacturers and Distributors
The Problem:
Off-the-shelf software can't keep up with the operational complexity of appliances, machinery, and equipment businesses. Distributors need systems that can handle serialized asset tracking, multi-stage deliveries, BOM-driven quoting, and rebate workflows. Manufacturers require tools to manage engineer-to-order configurations, compliance processes, and factory inspections. Most solutions are either too rigid or require months of custom coding and integrations. This leads to a patchwork of spreadsheets, manual workarounds, and workflow gaps.
How Gridlex Helps:
Gridlex delivers a no-code, AI-powered platform purpose-built for appliances, machinery, and equipment manufacturers and distributors. Every workflow—from job-site service readiness and safety escalations to design validation and lot recall handling—can be modeled visually with drag-and-drop tools. Users build custom objects, approval flows, audit triggers, and intelligent automations without relying on developers.AI agents extract data from unstructured documents like PDFs, emails, and field uploads—auto-populating fields, flagging risks, and triggering downstream actions. Gridlex ensures your systems evolve with your operations—no backlog, no compromise.
CRM & 360° Project Management of Customers, Suppliers, and Jobs for Appliances, Machinery & Equipment Manufacturers and Distributors
The Problem:
Traditional CRM systems are built around accounts and contacts—not around projects, job sites, or multi-phase installations. For appliances, machinery, and equipment manufacturers and distributors, every customer relationship spans across job-specific milestones, technician dispatches, supplier lead times, and phased billing cycles. This complexity can’t be managed through basic CRMs or siloed tools.
How Gridlex Helps:
Gridlex transforms CRM into a full operational and project management hub for appliances, machinery, and equipment businesses. Track every element of a customer engagement—from project-based quoting and supplier approvals to site access protocols and serialized delivery schedules. Tie every ticket, quote, part, and service record to a job site or contract.With real-time views across sales, service, engineering, and finance, teams collaborate around shared, structured data. Distributors gain control over phased deliveries and contractor coordination. Manufacturers track everything from design validation to post-install service. It’s CRM redefined for operationally complex industries.
Customer Service, Ticketing & Shared Inbox Intelligence for Appliances, Machinery & Equipment Manufacturers and Distributors
The Problem:
After-sales service in the appliances, machinery, and equipment industry is mission-critical—but often chaotic. Warranty claims, field reports, installation issues, and parts requests are managed through email threads, siloed tickets, and static forms. Customers get delayed support, technicians work without context, and product teams miss failure trends entirely.
How Gridlex Helps:
Gridlex unifies customer service, ticketing, and inboxes into a structured, intelligent platform. Shared inboxes route requests by product, SLA, or urgency. Tickets auto-link to job records, service histories, and warranty terms. Field technicians submit job reports, part replacements, and install photos—all tied to the correct serial number and customer site.AI surfaces recurring issues, flags systemic faults, and routes feedback to engineering or QA. Whether you're a manufacturer tracking part failures or a distributor responding to urgent replacements, Gridlex brings transparency, traceability, and responsiveness to your support operations.
External Portals for Customers, Dealers, and Vendors for Appliances, Machinery & Equipment Manufacturers and Distributors
The Problem:
In the appliances, machinery, and equipment sector, communication with external stakeholders—customers, dealers, vendors, and technicians—is highly transactional but often chaotic. Warranty claims, compliance document submissions, and installation support requests are handled via email chains and static file shares. This leads to delays, manual errors, lost visibility, and an overwhelmed internal support team.
How Gridlex Helps:
Gridlex enables appliances, machinery, and equipment manufacturers and distributors to offer role-specific, white-labeled portals. Customers can register equipment, log support tickets, and track service activity. Dealers can submit warranty claims, access co-op documentation, and download up-to-date manuals. Vendors can upload compliance certificates, manage expiring documents, and track PO status. Technicians can access job-specific installation guides, upload site photos, and complete checklists.Each portal is fully customizable, tied directly into CRM, service, quality, and compliance workflows—ensuring structured, secure collaboration that scales without email chaos.
Field Service Operations, Installation & Maintenance for Appliances, Machinery & Equipment Manufacturers and Distributors
The Problem:
Delivering, installing, and maintaining complex equipment is core to the value proposition of appliances, machinery, and equipment manufacturers and distributors. Yet many still coordinate field operations with spreadsheets, text messages, and static calendars—resulting in SLA breaches, site errors, repeated visits, and missed documentation.
How Gridlex Helps:
Gridlex turns fragmented field operations into a streamlined, intelligent execution engine. Dispatchers assign technicians based on skills, certification status, and geography. Techs receive job packets with installation guides, checklists, and location-specific requirements. From their mobile devices, they upload photos, log install parameters, capture signatures, and trigger warranty activations in real time.Install and maintenance activity syncs automatically with CRM, ticketing, warranty, and asset records—creating a single source of truth from first delivery to preventive maintenance.
Returns, Lot & Repair/RMA Management for Appliances, Machinery & Equipment Manufacturers and Distributors
The Problem:
Returns and repairs in the appliances, machinery, and equipment industry are tightly linked to compliance, customer experience, and quality feedback. Yet many manufacturers and distributors still manage these processes via static RMA forms, email approvals, and untracked repair workflows. That leads to warranty disputes, delays, and audit risks.
How Gridlex Helps:
Gridlex automates the entire lifecycle of returns, RMAs, and repairs for appliances, machinery, and equipment operations. Warranty eligibility is validated automatically. RMAs are generated from ticket records or portal submissions and tied to serial or lot numbers. Return shipments, repair diagnostics, and replacement actions are tracked end-to-end. For batch-level recalls, Gridlex identifies affected products, notifies customers, and logs every compliance action taken.Repair centers—whether internal or third-party—operate under SLA rules, with parts usage, inspection outcomes, and reissue timelines visible to all stakeholders. Gridlex makes reverse logistics not only traceable, but profitable.
Reporting, Analytics & Insights for Strategic and Operational Planning
The Problem:
Appliances, machinery & equipment manufacturers and distributors often operate with siloed data across finance, sales, service, and operations. Strategic decisions are made on lagging KPIs or gut feel, while margin erosion, delayed deliveries, or supplier issues go unnoticed until it’s too late. Teams rely on disconnected spreadsheets, outdated dashboards, or manual reporting that can’t scale or adapt.
How Gridlex Helps:
Gridlex delivers a unified intelligence layer that connects CRM, CPQ, service, compliance, and financial data in one actionable view. Manufacturers analyze warranty trends, supplier defect rates, and project profitability by SKU or phase. Distributors gain visibility into account-level margins, support costs, and quote velocity. With collaborative demand planning, predictive alerts, and embedded analytics, every team—from finance to field—makes smarter, faster decisions.
Supplier & Product Compliance, Regulatory, and ESG Governance
The Problem:
For appliances, machinery & equipment businesses, compliance isn’t optional—it’s a daily operational risk. Supplier certifications, product documentation, region-specific regulatory rules, and ESG disclosures must all be up-to-date, version-controlled, and audit-ready. Yet, many teams manage this through email folders, spreadsheets, and last-minute document chases—risking shipment delays, failed audits, and lost bids.
How Gridlex Helps:
Gridlex centralizes compliance into a structured, proactive workflow. Certifications are tied to SKUs and vendors with auto-expiry alerts. Sales teams build RFP packs in minutes from approved, versioned docs. Vendors self-upload updated files via secure portals. Regulatory logic is embedded into order workflows—flagging gaps before they become liabilities. ESG attributes and conflict minerals data are tracked and reported, ensuring readiness for audits and customer requirements.
Safety & Incident Management Across Products, Field Operations, and Regulatory Workflows
The Problem:
In the appliances, machinery & equipment sector, safety incidents—from field technician injuries to recurring product failures—pose significant operational, legal, and reputational risks. But most organizations manage safety events in offline logs or emails, making it nearly impossible to detect patterns, ensure accountability, or respond in time for audits or recalls.
How Gridlex Helps:
Gridlex transforms safety and incident management into a structured, intelligent process. Technicians log near-misses and injuries via mobile portals. AI flags repeat issues across service tickets or product lots. Regulatory workflows for OSHA, EPA, or CPSC reporting are templated and audit-ready. Every event is linked to serials, suppliers, and job records—ensuring traceability, faster resolution, and a defensible safety posture.
Equipment Trial, Demo & Rental Asset Tracking
The Problem:
Demo units, trial deployments, and short-term rentals are essential for sales acceleration and customer onboarding in the appliances, machinery & equipment industry. Yet, these high-value assets are often tracked manually—via spreadsheets, emails, or memory. This results in lost units, late returns, unbilled overages, and missed opportunities to convert trials into sales.
How Gridlex Helps:
Gridlex delivers serialized asset tracking from checkout to return. Sales reps initiate trials via CRM or portal, with automated return dates and SLA enforcement. Technicians document condition upon return, triggering repair or resale workflows. Trial outcomes can prompt quote generation, linking usage data to closed deals. For rentals, overdue alerts and billing triggers ensure no revenue is left behind.
Technician Certification, Training & Job Eligibility Tracking
The Problem:
Appliances, machinery & equipment manufacturers and distributors often dispatch field technicians for complex installs and repairs that require certified training. But certification status is usually managed in disconnected HR systems or spreadsheets, making it easy to assign unqualified technicians—risking safety incidents, non-compliance, and legal exposure.
How Gridlex Helps:
Gridlex embeds training compliance directly into dispatch workflows. Each technician profile includes certifications, renewal timelines, and job eligibility. Dispatch logic ensures only qualified personnel are scheduled. Techs upload updated certifications via their portal, and managers receive expiry alerts. During audits, safety and training dashboards provide instant proof of compliance and readiness.
Equipment Inspection Logs & Digital Audit Trails
The Problem:
Inspections are critical across the lifecycle of equipment—from pre-shipment checks and commissioning to preventive maintenance and regulatory audits. Yet, many appliances, machinery & equipment teams still rely on paper forms or unstructured data in spreadsheets, making it hard to trace actions, validate warranties, or prepare for audits.
How Gridlex Helps:
Gridlex digitizes all inspection workflows with mobile-first forms tied to specific SKUs, serials, and job records. Field techs log parameters, upload photos, and capture signatures—creating versioned, timestamped records. Dashboards highlight non-compliance trends and overdue checks. Inspection logs integrate with warranty, service, and compliance modules—creating defensible, auditable trails from factory to field.
Master Data, Spare Parts, BOM, Catalog & Price Feed Management
The Problem:
Managing accurate parts catalogs, BOMs, and pricing across sales, service, and inventory is a constant struggle for appliances, machinery & equipment businesses. Many still rely on disconnected spreadsheets, outdated ERP exports, or tribal knowledge—leading to quoting errors, delayed installs, and incompatible part shipments.
How Gridlex Helps:
Gridlex centralizes all product and parts data into a structured, searchable system. BOMs are tied to serials, warranty, and job records. Spare part kits are pre-defined by job type and staged per project. Price feeds and margin logic are governed centrally, with changes cascading to CPQ and quoting tools instantly. It ensures that every quote, repair, and install is accurate, compatible, and profitable.
CPQ & Margin-Driven Quoting for Complex Appliance, Machinery & Equipment Sales
The Problem:
Sales reps in appliances, machinery & equipment industries face immense complexity—configurable products, bundled services, freight, and contract pricing tiers. Generic CPQ tools often lack flexibility, forcing reps to quote via spreadsheets and emails. The result? Errors, margin leaks, approval delays, and lost deals.
How Gridlex Helps:
Gridlex brings quoting, margin simulation, configuration logic, and approval workflows into a single, real-time platform. Sales teams build accurate quotes using BOM rules, FX rates, service bundling, and tiered discounts—all with instant margin feedback. Approval gates trigger when needed. Whether you’re quoting volume-based appliances or engineer-to-order machinery, Gridlex ensures accuracy, speed, and profitability.
Trade-In, Buyback & Refurbishment Management
The Problem:
Trade-ins, buybacks, and refurbished sales are major growth levers in the appliances, machinery & equipment sector—but most are managed informally. Manual inspections, disconnected credit workflows, and missed resale tracking lead to lost assets, valuation disputes, and unrealized revenue from second-life equipment.
How Gridlex Helps:
Gridlex automates the complete lifecycle of trade-ins and refurbished inventory. Units are tracked by serial number from return through inspection, refurbishment, and resale. Credit memos are issued through structured workflows, linked directly to new sales opportunities. Technicians log refurb BOMs, parts, and labor for full cost control. Refurbished assets re-enter inventory with traceable histories—ready to convert into high-margin sales.
Accounting & ERP Integration for Sales Visibility and Financial Control
The Problem:
Sales and finance teams in appliances, machinery & equipment organizations operate in silos, with ERP systems often locked down or difficult to access. Sales reps quote blindly without knowing a customer’s credit status, payment history, or margin contribution—leading to poor decision-making, revenue leakage, and avoidable risk.
How Gridlex Helps:
Gridlex integrates directly with ERP and accounting platforms to surface real-time financial signals inside CRM and quoting workflows. Sales teams see DSO, overdue invoices, and credit holds—without accessing sensitive ERP data directly. Margin visibility, payment trends, and deal-level profitability are embedded in the sales process, enabling better decisions, fewer disputes, and stronger alignment between sales and finance.
Warehouse Integration for Inventory, Fulfillment, and Order Promise Accuracy
The Problem:
Disconnected warehouse data leads to broken promises in appliances, machinery & equipment sales. Sales reps overcommit, customer service can’t trace delays, and operations rely on phone calls or email chains to coordinate inventory and deliveries. The result is missed deadlines, damaged trust, and operational inefficiencies.
How Gridlex Helps:
Gridlex integrates warehouse systems directly into CRM, CPQ, and service workflows. Reps check real-time inventory by SKU and location during quoting. Fulfillment and ATP data are embedded in order planning. Returns and damage claims are linked to specific warehouse events. This full visibility ensures accurate promise dates, faster issue resolution, and tightly coordinated execution across sales and operations.
Order Management for Complex Fulfillment and Customer Delivery Coordination
The Problem:
Appliances, machinery & equipment orders are rarely simple. They involve phased deliveries, job-site staging, installation coordination, and milestone-based billing. But most companies still manage fulfillment with spreadsheets and email—leading to late shipments, install delays, and billing gaps that erode margin and customer satisfaction.
How Gridlex Helps:
Gridlex turns order management into a structured, multi-phase workflow. Each order is tagged by warehouse, delivery stage, and job site. Fulfillment and install progress is tracked in real time, with delivery triggers tied to billing events. Customers get self-service visibility via portals, while internal teams operate from a shared dashboard that aligns sales, logistics, and service around one version of the truth.
Contract Management & Intelligence Across Sales, Service, and Finance
The Problem:
Contracts in appliances, machinery & equipment businesses govern everything—pricing, warranty terms, service SLAs, rebates, and escalation paths. But too often, these critical agreements are buried in PDFs, legal folders, or email threads. Teams quote incorrectly, miss renewals, violate SLAs, or over-serve accounts without realizing it.
How Gridlex Helps:
Gridlex extracts and embeds contract intelligence directly into sales, service, and billing workflows. Pricing tiers, warranty entitlements, SLA response times, and renewal dates are tagged to customer records and enforced through automation. Quotes inherit contract rules. Tickets escalate based on SLA terms. Renewal alerts trigger upsell workflows. With full version history, clause tagging, and real-time visibility, Gridlex turns static contracts into dynamic business enablers.