Customer site visit log
Who went, when, what was looked at and what was agreed.
Surveys, estimate visits, progress checks, handovers and the complaint call somebody drove out for. Who went, when they arrived and left, what was looked at and what was agreed — including what you said you would send. The site is chosen by id, so two customers trading under one name stay two histories.
A dated note of the visits your people make to a customer's site — who went, when they arrived and left, what was looked at and what was agreed. The site is chosen by id from the sites you already keep, so two customers with the same trading name stay two histories.
What the customer site visit log is for
One chronological record of what your contractors did, per building and per machine. Surveys, estimate visits, progress checks, handovers and the complaint call somebody drove out for. Who went, when they arrived and left, what was looked at and what was agreed — including what you said you would send. The site is chosen by id, so two customers trading under the same name stay two histories. The thing you came to do is “record a customer visit”, and this is the page that does it.
It is filed under job paperwork — winning, pricing, billing and closing out a job — and under “log something”, which is write down what happened, while it is fresh. There is one page for it, at this address, however you arrived.
Written for contractors and anybody who visits customer sites.
When people reach for it
- Who went, when, what was looked at and what was agreed — people arrive here typing “site visit”, “customer visit”, “client visit”.
What it records, and where the record goes
Who went, when, what was looked at and what was agreed. Each entry is kept in this tool's own register rather than as a loose document, which is what lets the register answer the question months later instead of you re-reading a stack of paper. What you enter stays in this browser, on this device. There is no account to make and nothing is uploaded; it reaches another device only if you activate CompliMaint Cloud Beta and sign in.
- Follow-ups — the queue this app keeps: what is running, what is owed, what nobody has answered.
- CompliMaint Services — Customers, the diary, estimates and invoices — the whole of a service business.
- On the job — What was done, with photos, written down while it is fresh.
Related tools and workflows
- Fire Alarm Service Report — Who attended your alarm system, when, and what they told you. The same workflow, set up for facilities and property managers.
- Elevator Service Log — Every callback, repair and service visit on one sheet, per building. The same workflow, set up for facilities and property managers.
- HVAC Maintenance Log — PM visits, filters, coils, belts and repairs against the unit they happened to. The same workflow, set up for facilities and maintenance.
- Pest Control Log — What was found and treated, area by area, and what still needs doing. The same workflow, set up for facilities, kitchens and care homes.
- Dryer Vent Cleaning & Laundry Safety Log — The contractor’s cleaning and your own round, kept as two records. The same workflow, set up for anyone with a laundry and a duct behind it.
- Kitchen Hood / Exhaust Cleaning Log — Hood, filters, duct and fan — what was reached and what was flagged. The same workflow, set up for commercial kitchens and facilities.
- Boiler Service Visit Log — Every engineer's visit on the boiler it happened to. The same workflow, set up for facilities and plant maintenance.
- Water Heater Service Log — Flushes, anodes, valves and repairs against the heater they happened to. The same workflow, set up for facilities, property managers and plumbing contractors.
- Pump Lubrication Log — What was greased, with what, and how the bearings were found. The same workflow, set up for plant maintenance and whoever runs the greasing round.
- Drain & Sewer Maintenance Log — What was cleared, where, and what the line was blocked with. The same workflow, set up for facilities and property managers.
- Equipment Cleaning Log — What was cleaned, how it was found, and what could not be reached. The same workflow, set up for facilities and maintenance.
- Landscaping Service Log — Every crew visit, what they did, and what they noticed. The same workflow, set up for property managers and facilities.
- Snow & Ice Response Log — Who attended, when they arrived and left, and what they treated. The same workflow, set up for property managers, facilities and snow contractors.
- Waste Collection Service Log — What the hauler took, what they left, and why. The same workflow, set up for facilities and property managers.
- Grounds Maintenance Log — Lots, walks, fences and lighting — done and found on one entry. The same workflow, set up for facilities and property managers.
- Service Call Report — Reported, found, done, fitted — signed at the customer's door. The same workflow, set up for service technicians and the trades.