Every visit’s paperwork, ready for your office
For fire and security maintenance firms, every fault on a service sheet becomes a draft repair quote the same day. For solar and battery installers, the certificate, grid and handover paperwork is prepared from each install record and its photos. Your office checks and sends everything.
From £300 a month.Depends on how much you send.
We agree the monthly price and what a good result looks like, in writing, before you send anything.
Start with your past jobs
Tell us what your firm does and roughly how much comes through. We’ll reply to agree what to send, the monthly price and what a good result looks like.
A fault on a service sheet, quoted the same day
Say an engineer services a fire alarm and notes three faults: a smoke detector on the second floor failed its test, the plant room sounder isn’t working, and a call point cover is cracked. Usually that sheet waits until someone in the office has time to write the quote.
With this in place, the first two come back the same day as lines on a draft repair quote, priced from your own price list. The call point has no location, so the engineer gets a short question. Your office checks the quote and sends it, and it stays on the list until the client books the repair or says no.
How it works
Your engineers carry on as now. Before we start, we check how to get records out of your job system.
Your engineers fill in service sheets or install records as they do now, with their photos and forms.
Each record is read the same day and compared with its own photos and certificates.
Anything unclear, such as a fault with no location, a blurred serial plate or an unsigned form, goes back to the engineer as a short question. It’s never guessed.
The paperwork that follows is prepared: a draft repair quote, or the certificate details, grid notice and handover pack.
Your office checks it and sends or submits it. Every open job shows what it is waiting for and who it is with.
What it prepares depends on your work
Fire and security maintenance
For firms of about 10 to 49 staff with contract customers on planned service visits.
- Every fault on a service sheet becomes a line on a draft repair quote the same day, priced from your own price list and labour rates, in your own layout.
- Each line links back to the sheet and the engineer’s own words.
- Every sent quote stays on one list until the client books the repair or says no. The list shows which ones are due a chase, on your schedule. Sent is never counted as booked.
- Each week, a view of faults found, quoted, waiting and booked, and how long each has waited.
Solar and battery installers
For MCS-certified firms doing 20 or more installs a month.
- Serial numbers are read from the plate photos and compared with the forms. If the plate says 40917 and the form says 40971, the engineer gets a short question.
- Each job’s deadlines are worked out from its commissioning date.
- The MCS certificate details, grid notice, any grant claim details and the handover pack, prepared for one named person to approve.
- Your authorised person submits each one and records the reference.
Your people check, approve and sign
We prepare; we don’t certify. Whether a fault is real, which repair is right and whether an install is safe is for your competent engineer or qualified supervisor to decide.
Nothing goes to a client or to any scheme or network operator without your approval, and your own authorised person submits it.
What we need from you
- Maintenance firms: 20 recent service sheets that found faults, the quotes that went out for them, and your price list.
- Installers: 10 finished solar and battery jobs, with their photos and forms.
- Which job system or installer software you use, so we can check how records come out of it.
Start with jobs you’ve already done
Maintenance firms: send us 20 recent service sheets that found faults, the quotes that went out for them, and your price list. We agree when it comes back before you send them. You get a draft quote for each fault, in your layout, and a list of any faults on those sheets that never got a quote. It’s free.
Installers: start with our free Sign-off Kit. If you do 20 or more installs a month, send us 10 finished solar and battery jobs and we send back the paperwork we’d have prepared for each, and everything that didn’t match. We agree the price and what a good result looks like in writing first.
Pricing
We agree the monthly price and what a good result looks like, in writing, before you send anything.
From £300 a month.
Each price covers an agreed amount of work each month. We confirm which level fits you, and what it covers, before you decide.
What we don’t do
We don’t judge the work. Your competent engineer or qualified supervisor decides.
We don’t set prices. Quotes are priced from your own price list.
We don’t submit anything for you, and we can’t promise that a quote, grant claim or grid application will be accepted.
We don’t replace your job system. We work alongside it.
Questions about paperwork after a visit
Does it work with our job system?
Before we start, we check how to get records out of your job system, and we only say it works once we have. Paper sheets work too.
Does it decide what the repair should be?
No. Each quote line carries your engineer’s own words and your own prices. Technical questions go to your competent engineer.
Can it submit our MCS certificates or grid notices?
No. It gets the details ready for your office to approve. Your authorised person submits each one and records the reference.
Which installs does it cover?
Solar and battery installs, for now.
What does it cost?
From £300 a month, depending on how many visits or installs you send. We agree it in writing before you start.
Where are our records kept?
Once it’s set up, it runs on your own server or in your own cloud account, in the UK, and your service sheets and install files are kept there. For the first step you send us past jobs, which carry your clients’ details. Before you do, we agree in writing how we keep them, who can see them and when we delete them.