Services
On the job
What was done, with photos, written down while it is fresh
- Work logPhoto-documented proof of work, from your phone.
- Technician daily work logEvery job one technician got through, with what is left on each.
- Customer site visit logWho went, when, what was looked at and what was agreed.
- Parts & materials usage logWhat went into the job, line by line, against the job it went into.
- Vehicle mileage & fuel logOdometer and fuel per vehicle, with the driver and the trip, on a dated sheet.
- Callback registerThe return visits on a job, in one place.
- Temporary power logEach supply, what it serves, what you observed and what was done.
- Site welfare checkWhat state the toilets, washing and rest facilities were in.
- Noise monitoring logThe readings, where and when, with the instrument and what was going on.
What on the job covers in Services
What was done, with photos, written down while it is fresh. That is the job On the job does inside CompliMaint Services, and it holds 9 tools for it — things to log, registers to keep and inspections to record. Each opens at its own address, free, with no account and nothing to install. The app around them is for customers, the schedule, estimates and invoices — the whole of a service business.
The questions this section answers
- Prove the work — Work Log Maker
- Write up a technician's day — Technician Daily Work Log
- Record a customer visit — Customer Site Visit Log
- Record what was used — Parts & Materials Usage Log
- Catch the odometer at the pump — Vehicle Mileage & Fuel Log
- See the return visits — Callback Tracker
- Record the checks on site supplies — Temporary Power & Site Supply Log
- Check the welfare facilities — Site Welfare Facilities Check
- Record the figures you measured — Noise & Vibration Monitoring Log
6 things to log: written down on the day it happened. 2 registers to keep: held now so the question can be answered later. 1 inspection to record: walked, checked, and what was found written down.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 4 tools in on the job are work Facilities does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 3 tools in on the job are work Construction 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
- 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
- After the visit — Accepted, warrantied, answered on time — and whose equipment it was — 4 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