Services
Servicing & testing
What was tested, started up, sampled or repaired
- Appliance repair sheetWhat was reported, what you found, what you installed — on one page.
- Gas appliance service recordWhat was serviced, what the readings were, what was observed.
- Equipment startup recordThe readings and settings when the machine first went into service.
- Duct airflow test recordThe figures the instrument reported, against the points they came from.
- Static pressure worksheetThe pressures you measured, where you measured them, and their sum.
- Chimney inspection reportComponent by component: what you saw, and how you looked at it.
- Septic system logWhat was inspected, what was measured, what was pumped and by whom.
- Pool service route logEach stop on the route: when you arrived, what you tested, what you added.
- Water sampling logWhere a sample was taken, when, by whom, and what came back.
- Calibration logWhen it was done, against what reference, and by whom.
What servicing & testing covers in Services
What was tested, started up, sampled or repaired. That is the job Servicing & testing does inside CompliMaint Services, and it holds 10 tools for it — things to log 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
- Write up the repair — Appliance Repair Job Sheet
- Record the gas service — Gas Appliance Service Record
- Record the startup — Equipment Startup & Commissioning Record
- Record the airflow test — Duct Airflow & Leakage Test Record
- Measure the static pressure — Static Pressure Worksheet
- Write up the flue inspection — Chimney & Flue Inspection Report
- Record the septic visit — Septic System Inspection & Pump-Out Log
- Record the pool round — Pool Service Route Log
- Record the sample — Water Quality Sampling Log
- Record that an instrument was calibrated — Instrument & Tool Calibration Log
8 things to log: written down on the day it happened. 2 inspections 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. 10 tools in servicing & testing are work Facilities does too, at the same address.
- CompliMaint Property — The records a tenancy produces, each carrying the statute that governs it. 6 tools in servicing & testing are work Property does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 3 tools in servicing & testing 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
- 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
- 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