Built Logic

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Planned maintenance visit to remedial invoice

We take off your hands: scheduling maintenance visits, writing up job reports and turning defects found into quotes and invoices.

You get: a complete report for every visit, a priced quote for each defect for your service manager to approve, and a monthly client report.

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Or check first: Are we ready for AI?

The problem

Our engineers find defects but the quotes never go out.

How the steps join up

It starts when: a planned maintenance visit is due.

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

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

  3. Turn engineer notes into customer-ready service reports

  4. Check completed job sheets for gaps before they reach the customer

  5. Claim manufacturer warranty on failed parts and track the credits

  6. Turn defects found on service visits into priced remedial quotes

    Your team checks and decides at this step.

  7. Chase unanswered remedial quotes and track which ones are won

  8. Find completed service jobs that have not been invoiced

  9. Produce each client's monthly service report

What you end up with: Visits follow the right schedule, engineers arrive briefed, job reports are complete, defects become priced quotations that are chased, everything is invoiced and the client gets a monthly report.

Who signs it off: Your service manager approves each remedial quote.

What it needs to work

  • An asset list per client
  • A rate library

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?