Service and maintenance desk
We take off your hands: logging reactive jobs, writing up service reports, quoting the remedials your engineers find and getting finished jobs invoiced.
You get: jobs logged ready for dispatch, draft service reports and remedial quotes, and a list of unbilled jobs, for your service managers to check and send.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our service team is flat out, but remedials go unquoted and we renew contracts that lose money.
What is in this package
- Find completed service jobs that have not been invoiced
- Turn defects found on service visits into priced remedial quotes
- Read reactive job requests from emails and client portals and log them ready for dispatch
- Turn engineer notes into customer-ready service reports
- Build a client asset register from nameplate photos and survey notes
- Keep security maintenance and monitoring contracts renewed and chased
- Turn completed tickets, off-hires and service jobs into invoices the same day
- Audit inherited certificates and records when you take over a contract
- Show the margin on every maintenance contract, site by site
- Draft lifecycle replacement plans from asset age, condition and fault history
- Claim manufacturer warranty on failed parts and track the credits
- Build an SFG20 planned maintenance schedule from a client's asset list
- Planned maintenance visit to remedial invoiceWhole process
- Maintenance contract review to justified renewalWhole process
- Answer engineers' fault-finding questions from manuals and past jobs
- Maintenance contract award to first planned visitWhole process
- Prepare quarterly account review packs for key clients
- Price a maintenance tender from the client's asset list using SFG20
- Find why reactive jobs need a second visit
- Check subcontracted maintenance visits happened and the paperwork came back
- Reactive fault call to first-time fix and invoiceWhole process
- Chase unanswered remedial quotes and track which ones are won
- Project handover to maintenance contractWhole process
- Find where your planned maintenance has drifted from the SFG20 schedule
- Follow up open quotes and record why orders were won or lost
- Give each engineer a short brief on the site and asset before the visit
- Give clients a guarantee register with the maintenance each one needs
- Code each finished repair to the schedule of rates before it is invoiced
- Produce each client's monthly service report
- Check completed job sheets for gaps before they reach the customer
- Show each engineer's chargeable time, travel and non-chargeable time every week
15 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Field service software
- Asset lists
- Rate library
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Specialist subcontractors
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 thisOr check first: Are we ready for AI?