From booking to equipment history
1. Choose the customer, site and machine
Start with the correct equipment record so the work order, photos, findings, report and future history stay with the right generator.
2. Plan and assign the work
Create the job, select the required report types and give the technician the scope they need before arriving on site.
3. Record the work as it happens
Complete inspections, readings, photographs, parts, labour, findings and repairs on phone, tablet or desktop. When reception is poor, continue the field record and synchronise later.
4. Handle findings clearly
Separate routine observations, attention items, confirmed defects, recommendations and work completed. The customer report should make the difference obvious.
5. Review and sign
Bring the whole record together before the responsible people approve or sign the job where required.
6. Finalise the report and history
Produce the customer-facing report and retain it with the work order, machine record, findings and any later corrective work.
Less repeated entry
Important job information carries through the workflow, reducing the need to retype the same customer, machine and service details in several places.
Responsible use
Use information you are authorised to hold. Keep required records, approvals and safety processes in place.