Services
After the visit
Accepted, warrantied, answered on time — and whose equipment it was
- Work acceptance recordWhat was done, what was shown, and what is still outstanding.
- Warranty claim logWhat you claimed for, who it is with, and what came back.
- Response time logWhen the call came in, when you got there, when it was done.
- Customer equipment registerWhat you look after at a customer's site, before somebody climbs the ladder.
What after the visit covers in Services
Accepted, warrantied, answered on time — and whose equipment it was. That is the job After the visit does inside CompliMaint Services, and it holds 4 tools for it — registers to keep, things to log and documents to produce. Each opens at its own address, free, with no account and nothing to install. The app around them is for customers, the diary, estimates and invoices — the whole of a service business.
The questions this section answers
- Hand the work over — Customer Work Acceptance Record
- Chase the claim — Warranty Claim Log
- Record the times — Response & Resolution Time Log
- Know what is at the site — Customer Equipment Register
2 registers to keep: held now so the question can be answered later. 1 thing to log: written down on the day it happened. 1 document to produce: something to send, sign or file.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 3 tools in after the visit are work Facilities does too, at the same address.
- CompliMaint Work & Projects — Today, tasks, projects and a portfolio — with the meetings, decisions and records behind them. 1 tool in after the visit is work Work does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 1 tool in after the visit is work Construction does too, at the same address.
- CompliMaint Finance — Estimates, invoices, recurring billing and real books underneath. 1 tool in after the visit is work Finance does too, at the same address.
Where to go next
- Quote — Price it, and send something that wins the job — 5 tools
- Dispatch — Raise the ticket, and the job exists — 4 tools
- On the job — What was done, with photos, written down while it is fresh — 9 tools
- Get paid — Chase it, and see what the job made — 1 tool
- The van and the fleet — What the vehicle needs, and what is on board — 5 tools
- Servicing & testing — What was tested, started up, sampled or repaired — 10 tools
- Money and follow-ups — What you are owed, what nobody has answered, and which jobs are still running
- Customers — Everyone you invoice, quote and visit — filled in once, reused everywhere
- What you sell — Your services and prices, set once and filled in on every estimate, invoice and booking
- Get paid — Estimates out, invoices sent, payments in, and who still owes you
- Recurring billing — Bill a monthly or weekly agreement on a schedule you set once
- Documents — Every estimate, invoice and report this device has made