Built Logic

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Maintenance contract award to first planned visit

We take off your hands: setting up the new client, building the asset register, auditing the old contractor's records and building the SFG20 schedule.

You get: a checked asset register and SFG20 schedule for your contracts manager to approve, TUPE information prepared and engineers briefed for the first visits.

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The problem

Every new maintenance contract starts with a wrong asset list and weeks of putting it right.

How the steps join up

It starts when: a planned maintenance contract is won or taken over from another contractor.

  1. Prepare TUPE employee information and due diligence when service contracts are won or lost

    Your team checks and decides at this step.

  2. Set up a newly won client in all your software and collect their requirements at the start

  3. Build a client asset register from nameplate photos and survey notes

    Your team checks and decides at this step.

  4. Audit inherited certificates and records when you take over a contract

    Your team checks and decides at this step.

  5. Build an SFG20 planned maintenance schedule from a client's asset list

    Your team checks and decides at this step.

  6. Keep client facilities portals and the company's own job software in step without double keying

  7. Give each engineer a short brief on the site and asset before the visit

  8. Produce each client's monthly service report

    Your team checks and decides at this step.

What you end up with: The client is set up in all your software, the assets are on a checked register, the SFG20 schedule is live, transferring staff are handled correctly and engineers arrive at the first visits briefed.

Who signs it off: Your contracts manager approves the asset register and schedule. Your directors decide TUPE costs. Your account manager approves the first report.

What it needs to work

  • Site access for the first survey round
  • The outgoing contractor's records
  • An SFG20 licence

If those aren’t in place yet, you’ll hear that before anything gets built.

Who it’s for

  • Specialist subcontractors

Where this joins up

What would this cost for your team?

Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.

Get a price for this

Or check first: Are we ready for AI?