Customers & equipment
Every customer, machine, serial number, location, and service history in one place.
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.
The problem
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.
01
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.
02
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.
03
Billing sits in another system
Contracts and equipment are apart from invoicing, so a missing read shows up late.
Features
What the workspace covers
The service desk and the billing desk, on the same customers and machines.
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 works
How it starts
We set the workspace up with you. Your team does not start from a public sign-up page.
01
We set up your workspace
Your dealership gets its own private workspace, on its own subdomain.
02
Connect KPAX and QuickBooks
Meter monitoring and invoicing tie into the same customers and machines.
03
Your team works from one dashboard
Service and billing start from the same picture, instead of separate files.
Security
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.
Contact
Request a demo
Tell us about your dealership and how you handle service and billing today.