1
The service agreement
You choose which systems in the building the agreement covers, and how often they are inspected. The system calculates how long each inspection takes and suggests a price. When the customer says yes, you activate the agreement.
2
The orders
When the agreement is activated, the orders for the whole year are created automatically – one for each period. Work a subcontractor will do gets its own order.
3
Planning
In the calendar you give each order a date and a technician. The capacity plan shows whether you have enough people.
4
The inspection
The technician goes through the checklist for each system in the app. It also works without coverage.
5
Deviations and quotes
If the technician finds something that needs fixing, it is registered as a deviation. The office can create a quote for the customer straight from the deviation.
6
The invoice basis
When the order is completed, an invoice basis is created. You review it, approve it and invoice.
The building is the starting point
Systems are located in a building, and the building stays the same even if the customer changes. A customer can, for example, own one building and rent space in another. Read more in Buildings and systems.What the system does on its own
- Creates the year’s orders when an agreement is activated
- Calculates how long an inspection takes, based on the kind of system
- Lets you know when an agreement is due for renewal
- Creates an invoice basis when an order is completed