Office
Service register: Every system you installed, and which ones are due.
A list of the customers and equipment you have installed or serviced, with the ones coming due for their yearly visit at the top and a message ready to send for each.
How it works
Three steps.
1
Add the systemsFrom a Field Copilot photo with one tap, from a CSV, or by typing.
2
See what is dueDue dates come from the last service date or the install date plus your service interval. With neither, it says it has no date.
3
Send the messageA draft for each customer to copy into your own email or text.
What it needs from you
Your files make it work.
Your customer and equipment list.
The service interval you work to.
What it will not do
The limits, plainly.
It never contacts anyone. You send the message, so you decide who has agreed to hear from you.
It never guesses a date.
It keeps who, where, what and when. Nothing else about a customer.