Services
The van and the fleet
What the vehicle needs, and what is on board
- Fleet maintenance scheduleThe services you decided each vehicle needs, and when they are due.
- Driver vehicle inspectionThe vehicle, the day, and what the driver found.
- Van stock countWhat is on the van, counted from what went on and what came off.
- Equipment hire registerWhat is on hire, from whom, and between which dates.
- Vehicle defect logWhat was reported, who has it, and what was done about it.
What the van and the fleet covers in Services
What the vehicle needs, and what is on board. That is the job The van and the fleet does inside CompliMaint Services, and it holds 5 tools for it — registers to keep, problems to see through, inspections to record and programs to plan. 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
- Keep the vans serviced — Fleet PM Schedule
- Record the walk-around — Driver Vehicle Inspection Record (DVIR)
- Stop arriving without the part — Van Stock Count
- Know what is still on hire — Equipment Hire Register
- Track the defect to fixed — Vehicle Defect & Repair Log
2 registers to keep: held now so the question can be answered later. 1 problem to see through: raised, owned and closed out. 1 inspection to record: walked, checked, and what was found written down. 1 program to plan: decided ahead of what will be done, and when.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 4 tools in the van and the fleet are work Facilities does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 2 tools in the van and the fleet are work Construction does too, at the same address.
- CompliMaint Finance — Estimates, invoices, recurring billing and real books underneath. 1 tool in the van and the fleet 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
- 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