Industry โ€” Equipment Sales & Service

Sell the equipment. Service it for the next 10 years. One connected record.

Equipment dealers carry a relationship that outlasts the sale by a decade or more โ€” financing terms, warranty coverage, scheduled maintenance intervals, parts availability, and a service department that needs the full sales and ownership history to do its job. HieCOR connects the sale, the financing, the delivery, the maintenance schedule, and the service record on one platform โ€” so no team works from a fragment of the relationship.

See a 30-minute demoExplore the platform โ†“

No commitment required ย ยทย  US-based implementation team

1 record

sale, financing, warranty, and service history connected

no separate systems for the sales floor and the service bay

Auto

maintenance interval reminders triggered from delivery date

hour-based and calendar-based service intervals tracked automatically

Before

departure โ€” technician briefed on machine history and likely parts

equipment-specific service notes ready before the truck leaves

Ranked

customers approaching end-of-warranty or trade-in cycle

surfaced daily for the sales team to act on before a competitor does

Built for equipment dealers managing sales, financing, delivery, parts, scheduled maintenance, and field service

Heavy equipment dealersPower equipment & outdoor power dealersAgricultural equipment dealersConstruction equipment dealersMaterial handling equipment dealersEquipment rental & service combos

Higher

warranty-required maintenance compliance rate

fewer denied claims when service intervals are never missed

Faster

service write-up time when history is already loaded

no calls to the sales floor to reconstruct what was sold

Fleet-wide

maintenance visibility for multi-unit commercial accounts

one calendar instead of 14 separate reminder schedules

45 days

average time from contract to go-live

US-based implementation team included

Product & Service BusinessesEquipment Sales & ServiceAppliance Retail & ServiceAutomotive Repair

From the equipment sale to the financed delivery to the decade of scheduled maintenance โ€” one platform connects the entire ownership lifecycle.

See a 30-minute demo

Core Capabilities

Built for every workflow an equipment dealer manages.

HieCOR connects equipment sales, financing terms, delivery logistics, parts inventory, scheduled maintenance, and field service in one platform.

๐Ÿšœ

Equipment sales with financing and warranty capture

Build the equipment sale with financing terms, extended warranty coverage, and trade-in details captured on one transaction โ€” connected to the customer's full ownership and service history.

Financing terms and payment schedule on the recordExtended warranty coverage trackedTrade-in equipment details capturedDelivery and setup scheduling from the sale
๐Ÿ”ง

Maintenance interval tracking by hours or calendar

Track scheduled maintenance by operating hours, calendar interval, or both โ€” with Morgan triggering reminders automatically as equipment approaches its next service interval, regardless of which measure applies.

Hour-based and calendar-based intervalsMulti-unit fleet tracking for commercial accountsAutomatic reminder schedulingWarranty-required maintenance compliance tracking
๐Ÿ“ฆ

Parts inventory across equipment lines

Alex monitors parts inventory across every equipment line and brand you carry โ€” checking availability before dispatch and flagging shortages with resolution options before a technician arrives at a job without the part.

Multi-brand parts inventory trackingPre-dispatch availability verificationWarehouse and truck stock visibilityReplenishment from usage velocity by equipment line
๐Ÿ› ๏ธ

Field service with equipment-specific diagnostics

Mark briefs technicians with the specific equipment model, hours of operation, prior service history, and likely failure path before every dispatched service call โ€” whether in the shop or in the field.

Equipment model and hours at dispatchPrior service history and notesLikely failure path by model and symptomIn-shop and in-field service support
๐Ÿ’ฐ

Billing accuracy across complex service jobs

Alex compares parts and labor logged on every completed work order against the invoice before it sends โ€” particularly important on equipment service jobs that often involve multiple high-value components.

Multi-component billing verificationWarranty claim deduction handlingPer-technician accuracy trackingService contract billing reconciliation
๐Ÿ“ฃ

End-of-warranty and trade-in cycle outreach

Morgan identifies customers approaching the end of their equipment warranty or their typical trade-in cycle and surfaces them for the sales team โ€” connecting the service relationship back to the next sale.

Warranty expiry tracking and outreachTrade-in cycle identification by equipment typeSales opportunity surfaced from service dataFleet replacement planning for commercial accounts

AI Employees

AI employees built for equipment sales and service.

Mark, Alex, Morgan, and Jamie each cover a specific part of the equipment dealer workflow โ€” from field service diagnostics through maintenance scheduling and the next-sale opportunity.

Mark

Service Technician AI
๐Ÿ”ง
  • โ†’Reviews every scheduled equipment service job before departure โ€” equipment model, hours of operation, prior service history, and reported symptom โ€” and surfaces the most likely failure path and recommended parts for that specific machine
  • โ†’Guides technicians through equipment-specific diagnostic checklists by machine type โ€” ensuring all required checkpoints are completed and documented whether the service happens in the shop or in the field
  • โ†’Pre-populates service estimates with parts and labor codes for the diagnosed failure, accounting for warranty coverage status so the customer sees an accurate out-of-pocket cost
Meet Mark โ†’

Alex

Inventory & Supply Chain AI
๐Ÿ“ฆ
  • โ†’Monitors parts inventory across every equipment line and brand carried โ€” checking availability before dispatch and flagging shortages before a technician arrives at a job without the required component
  • โ†’Compares parts and labor logged on every completed work order against the invoice before it sends โ€” catching discrepancies on equipment service jobs that often involve multiple high-value components
  • โ†’Tracks warranty claim parts separately from standard billing โ€” ensuring warranty-covered repairs are processed correctly and customer-paid repairs are billed accurately
Meet Alex โ†’

Morgan

Revenue Growth AI
๐Ÿ“ฃ
  • โ†’Triggers maintenance interval reminders automatically based on operating hours or calendar interval, whichever applies to the specific equipment โ€” keeping customers compliant with warranty-required maintenance schedules
  • โ†’Identifies customers approaching the end of their equipment warranty or their typical trade-in cycle and surfaces them for proactive outreach before they consider a competitor for their next purchase
  • โ†’Tracks fleet-level maintenance schedules for commercial accounts with multiple units โ€” surfacing the full fleet maintenance calendar so account managers can plan service visits efficiently
Meet Morgan โ†’

Jamie

Sales Experience AI
๐Ÿ’ผ
  • โ†’Surfaces daily sales opportunities from service data โ€” customers whose equipment is approaching end-of-life based on repair frequency and age, ready for a replacement or upgrade conversation
  • โ†’Flags stalled equipment sales estimates with the specific configuration, financing terms, and trade-in details quoted โ€” ready for a follow-up message with a direct approval link
  • โ†’Identifies commercial accounts approaching their typical fleet replacement or expansion cycle based on historical purchase patterns
Meet Jamie โ†’

Why HieCOR

What equipment sales and service looks like on one connected platform.

The gaps most retail and service businesses live with every day โ€” and what HieCOR does differently.

SituationWithout HieCORWith HieCOR
Customer calls the service department about a machine they bought 3 years agoโœ—Service team has no visibility into the original sale, financing terms, or warranty coverage. Has to ask the customer or call the sales team to check.โœ“Service team sees the full purchase record, warranty status, and prior service history immediately. No need to ask the customer or call another department.
Scheduled maintenance based on operating hoursโœ—No system tracks hours across equipment. Maintenance happens reactively when something breaks, voiding warranty coverage that required scheduled maintenance.โœ“Morgan tracks operating hours and triggers maintenance reminders automatically โ€” keeping the customer compliant with warranty requirements and catching issues before a breakdown.
Technician dispatched for a field repair on a tractorโœ—Technician doesn't know the specific model configuration, prior repairs, or what parts are commonly needed for that model's common failures.โœ“Mark briefed the technician with the equipment model, hours, prior service history, and the most likely failure path before departure.
Billing a complex equipment repair with warranty coverageโœ—Invoice is built manually, sometimes missing the warranty deduction or billing the customer for a covered repair.โœ“Alex tracks warranty claim parts separately from standard billing โ€” ensuring the invoice accurately reflects what is covered and what the customer owes.
Customer's equipment warranty is expiring in 60 daysโœ—Nobody notices. The customer's next equipment purchase happens at a competitor who reached out first.โœ“Morgan flags the approaching warranty expiry and surfaces the customer to the sales team for a proactive outreach โ€” connecting the service relationship to the next sale.

Use Cases

Built for every type of equipment sales and service operation.

HieCOR works for heavy equipment dealers, power equipment dealers, agricultural equipment dealers, and any business that sells equipment and maintains the service relationship afterward.

Heavy equipment dealer

Connecting the sale to a decade of service

A construction company buys an excavator with financing and an extended warranty. Morgan tracks the operating hours reported through service visits and triggers maintenance reminders at the manufacturer-required intervals. 3 years in, the customer calls about an issue โ€” your service team sees the full purchase, financing, warranty, and service history immediately.

  • Financing and extended warranty captured at the original sale
  • Maintenance intervals tracked by operating hours automatically
  • Service team sees complete ownership history on every call

Agricultural equipment dealer

Managing fleet maintenance for a commercial customer

A farming operation owns 14 pieces of equipment across multiple makes and models, purchased over 6 years. Morgan tracks the maintenance schedule for all 14 units and surfaces the upcoming service calendar to the account manager โ€” who can now plan visits efficiently instead of reacting to individual customer calls.

  • 14-unit fleet maintenance schedule tracked in one view
  • Upcoming service calendar surfaced proactively
  • Account manager plans visits instead of reacting one call at a time

Power equipment dealer

Turning service history into the next sale

A customer's zero-turn mower has needed 3 repairs in 2 years โ€” more than typical for its age. Jamie flags the pattern and surfaces a replacement conversation opportunity for the sales team, with the repair history and the original purchase date pre-loaded so the conversation starts informed.

  • Repeat repair pattern identified from service history
  • Replacement opportunity surfaced with full context
  • Sales conversation starts informed, not cold

Equipment dealers using HieCOR keep customers compliant with warranty-required maintenance โ€” protecting both the customer's coverage and the dealer's recurring service revenue.

See a 30-minute demo

FAQ

Questions buyers usually ask first.

Everything buyers ask before deciding whether HieCOR is the right platform.

AwarenessCan HieCOR track equipment sales with financing and warranty terms?

Yes. Equipment sales capture financing terms, payment schedule, extended warranty coverage, and trade-in details on one transaction record โ€” connected to the customer's full ownership and service history.

AwarenessDoes HieCOR support maintenance scheduling by operating hours?

Yes. HieCOR tracks scheduled maintenance by operating hours, calendar interval, or both โ€” whichever applies to the specific equipment โ€” and Morgan triggers reminders automatically as equipment approaches its next service interval.

AwarenessCan HieCOR manage fleet maintenance for commercial accounts?

Yes. For commercial customers with multiple equipment units, HieCOR tracks the maintenance schedule across the full fleet and surfaces the upcoming service calendar so account managers can plan visits proactively.

EvaluationHow does HieCOR connect the sales team and service department?

Sales and service share the same customer record โ€” purchase history, financing terms, warranty coverage, and service history are all visible to both teams. A service call does not require the technician to ask the customer questions the sales team already answered.

EvaluationHow does HieCOR handle warranty-covered repairs?

Alex tracks warranty claim parts separately from standard customer billing โ€” ensuring warranty-covered repairs are processed correctly and the customer is billed accurately for what is and is not covered.

EvaluationCan HieCOR identify equipment replacement opportunities?

Yes. Jamie identifies equipment with repair frequency suggesting end-of-life, and Morgan flags customers approaching warranty expiry or their typical trade-in cycle โ€” surfacing both as sales opportunities with full context.

DecisionHow is HieCOR priced for equipment dealers?

HieCOR pricing for equipment dealers is based on modules deployed, number of locations, and transaction volume. Pricing is discussed during the demo.

DecisionWhat does implementation look like for an equipment dealer?

The US-based implementation team handles equipment catalog setup, financing and warranty term configuration, maintenance interval rules by equipment line, parts catalog setup across brands, and field service workflow configuration. Most equipment dealers are live within 45 days.

Ready to see HieCOR built for equipment sales and service?

Most equipment dealers who go through a HieCOR demo immediately see the gap between their sales and service systems โ€” and what one connected ownership record would mean for warranty compliance and repeat sales.

Best for most

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No commitment required ย ยทย  US-based implementation team ย ยทย  Average onboarding: 45 days