Prove the work. Keep it running.
Maintenance that remembers, records you can stand behind, documents filed once, a portal for your customers and live reports for you.
Maintenance that remembers.
Planned visits come from the devices you commissioned, and reactive work moves through stages everyone can follow. The office reviews every outcome before the customer sees it.
Service run-through
- Visits from the commissioned register
- Planned maintenance visits are generated from the devices you commissioned, each starting with the last visit’s answers.
- Cases through clear stages
- New, triaged, scheduled, in progress, completed by the engineer, checked by the office, then closed to be invoiced. The office can send a case back.
- Response targets watched
- SLA policies set your response targets, and breaches are monitored and reported.
- Email into the right place
- The Service inbox reads incoming email with AI and queues it for review. Nothing becomes a case until someone accepts it.
- Resolutions drafted, then reviewed
- AI drafts what was done from the engineer’s notes. The office reviews it before the case can close.
- Fire compliance in view
- Fire compliance reporting across the estate, and versioned cause-and-effect matrices.
File it once. Prove it later.
Every document is filed against the customer, the site or the job. It keeps every version, and only the people it is meant for can see it: the office, your engineers or your customer.
Document library run-through
- File once, find it anywhere
- Search every document you are allowed to see by name, customer, site or record reference, wherever it was filed.
- Every version kept
- Upload a new version and the earlier ones stay stored and downloadable, marked as superseded.
- Decide who sees what
- Each document type sets whether customers, engineers or only the office can see it, and any single file can differ.
- Filed for you
- Survey and maintenance reports, completion certificates and sent quotes are filed automatically. A sent quote’s copy is frozen.
- Every action recorded
- Uploads, downloads, moves, new versions and deletions are written to the audit log.
- Sign-offs that show every change
- Visit answers are frozen when they are signed. Anything changed later shows beside the signed value, with who and when.
Search covers document names and details, not the text inside files. Files can be up to 250 MB each. Documents in the trash are kept for 30 days, then purged.
Give your customers the whole picture.
A portal in your brand where customers see every site, every asset and every job, and act on it. Not a page of PDFs.
Group customers see each company and site they are allowed to, and access changes apply at once.
Customer portal run-through
- Maintenance at a glance
- Every schedule shown as on track, due soon or overdue, with the dates behind it.
- Documents, quotes and invoices
- Certificates and reports in one library, quotes to review and accept, and issued invoices.
- In your brand
- Your logo, colours and portal name, with access set for each contact and site.
Know how the business is really running.
Live reports on sales, service, compliance and people, built from the same records your teams work in. Filter them, export them, or have a digest sent to your team each morning.
Reports run-through
Show us the records you have to produce.
Bring a report or certificate your customers ask for. We will show you how SiteSurvey365 produces and keeps it.