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