No regulation behind this one, just the renewal
Renewal meeting, and the facility director says nobody came out.
Your tech was on that roof in April, June and August. He wrote it on a work order, billing filed it, and there is no way to show the customer eleven visits without carrying a box of paper into the meeting.
No regulator requires this. That is the honest version. This is a revenue tool, not a compliance tool.
01 / The inspection
Tap through it the way a service manager would.
8 items, about forty seconds. Mark one as a fail and watch what the Unit record does.
Deficiency logged, quote attached to the unit
The failed item becomes a line on this unit's history with the photo beside it. At renewal that is the difference between asking for a price increase and showing the customer why their equipment is still running.
02 / The record log
“Prove you were on our roof eleven times this year.”
Every finished inspection lands here, searchable by Unit, Technician, record number or date. Try RTU-4.
03 / What it would cost
One price. No per-seat math.
- —Every visit timestamped at the unit, not written up back at the shop
- —Per-unit history the customer can be shown in the renewal meeting
- —Deficiencies carry a photo, so a quote arrives with evidence attached
- —Search by unit, tech, date or what was found
- —Export a customer's whole year as one PDF before the renewal
- —Readings kept as numbers, so a drifting unit shows a trend
- —Nothing to install on the tech's phone
This page is the prototype. If the workflow above is close to yours, tell me what is wrong with it and I will change it before you pay anything.
Email me what is wrong with it