A model month of an inspection company
An inspection company with four technicians and several hundred pieces of equipment at operators, where inspections repeat at different intervals. The most work is not the inspection itself, but making sure none is forgotten.
Start of the month: what is due
The Recurring services overview has one row per address with all its equipment. Orange rows are due for scheduling, red ones are overdue and grey No data means the equipment is missing the date of its last check. You filter by status, customer and date.
One order for the whole address
At the address the dispatcher clicks Create order. Overdue inspections and those due for scheduling are ticked; checks due within 60 days can be added so they are done during the same visit. A check that already sits on another open order is not offered.
Agreeing dates by the dozen
From the queue of next month's inspections, Schedule all suggests dates and technicians with travel and skills in mind. Instead of creating appointments you can prepare offers with links to send, from which operators pick themselves.
In the field: checklist and result per equipment
With the Checklists module turned on and a template set to Attach automatically to tasks, the checklist attaches itself to every appointment with an inspection task and is filled in for each appointment separately. The technician records a result for each piece of equipment. When a higher check includes a lower one, for example a boiler operational inspection includes the annual check, recording it also moves the due date of the lower one.
After the inspection: the report on the order
The inspection technician issues the report in their own tool and the office attaches it to the order as a PDF. The next due date is counted from the day the inspection actually took place, so the overview shows the real state, not the plan.