Software for technology sales companies in Panama.
Serial-numbered equipment, warranties, support contracts and recurring services. Sell hardware and service from the same system.
You sell the equipment, but the service slips away from you.
What integrators and distributors ask us about most.
Serials and warranties with no traceability
When a customer complains, nobody knows what equipment they were sold or when the warranty expires.
Support contracts that don't get renewed
Recurring services that expire without anyone flagging it, and are lost.
Projects mixed in with sales
Installations and projects quoted as a simple sale, with no control over hours or costs.
Equipment, warranties and recurring service.
It's implemented in stages, in the order that least disrupts your operation.
Serials and warranties
Tracking by serial number, with sale date and warranty expiration.
Recurring support
Renewals with advance notice and automatic billing per period.
Customer support
Requests with an owner, SLA and history per device and per customer.
Installations
Hours, materials and progress per implementation project.
Imports and costs
Import costs allocated so you know the real margin per unit.
Equipment and services, with the DGI
Electronic invoice for products and services in a single document.
Everything that applies to a technology integrator, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
The system that turns an equipment sale into a recurring customer.
- Service contracts with included hours and renewal
- Tickets linked to the equipment and its warranty
- Projects with logged hours and real profitability
- Serialized inventory of what's installed at each customer
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
Which customer makes you money and which one eats it up
Equipment is sold once. Service is billed forever.
- Profitability per service contract
- Hours used vs. hours sold
- Renewals coming due
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The ticket comes in through WhatsApp, already classified
Prioritized according to what the customer described.
What it doesn't do: It doesn't promise a resolution time the contract doesn't cover.
Quotes the project with equipment and service
Builds the proposal with hardware, installation and support.
What it doesn't do: It doesn't close discounts outside the range you authorized.
Chases the contract's monthly payment
Escalating reminders with the real account statement.
What it doesn't do: It doesn't negotiate payment terms on its own.
“Which contracts expire this quarter?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
The wholesaler's invoice gets in without anyone typing it
Reads the document and loads equipment, serial number and cost.
What it doesn't do: It doesn't approve the purchase: it leaves the draft for review.
Answers the phone when a customer is down
Opens the case with its priority and notifies the technician.
What it doesn't do: It doesn't diagnose the fault over the phone.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
Your customers' ticket portal, on your own server
Your brand, your domain, your infrastructure. Not a borrowed form.
- A portal with your identity, not someone else's
- Tested backups
- Monitoring that alerts you before the customer calls
The network you install, we support too
Second-tier support for what your team deploys.
- Design and certification of your customer's network
- Right-sized links and backup
- Escalation support when your technician gets stuck
What you sell, we install too
ESET and Fortinet partner: include it in your proposal with us backing you.
- ESET for your customers' devices
- Fortinet for the perimeter
- Managed console if you'd rather not run it
Custom work and support
When the standard isn't enough, and who answers after go-live.
Service contracts with your own SLA
Included hours, response times and renewal, the way you sell them.
- Hour consumption rules
- Automatic renewal with notice
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load your equipment catalog, serial numbers, active support contracts and customers.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Does it track warranties by serial number?
Yes, with sale date, expiration and equipment traceability.
Does it alert you before a contract expires?
Yes, with early alerts so you can manage the renewal.
Can I invoice equipment and service together?
Yes, on a single electronic invoice filed with the DGI.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Inventory with serial numbers, contracts, tickets, projects and invoicing. How many people will use it, how much data needs to be migrated, and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's bill for the service, not just the equipment.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI