FROM THE FIRST CHECK TO THE RETURN VISIT

Inspect. Capture. Follow up. Report.

Start with the customer site and the asset. Record the checks and evidence, keep follow-up work connected and build the report around completed work.

HOW IT WORKS

From site visit to finished report.

The site and asset stay with the work at every step.

  1. 01

    Inspect

    Reusable checks for each asset at your customer’s site.

    AHU-023Plant room 02
    Operation× Fail
  2. 02

    Capture

    Outcomes, notes and photos attached to the right check.

    2 photo records · one finding
  3. 03

    Follow up

    Defects, remedial work and return visits against the same asset.

    Drive belt replaced
    INS-008 → Follow-up
    Fixed
  4. 04

    Report

    Professional reports from completed inspections and work.

    WORKS COMPLETEDWRK-012
    The work, ready to share.

Prepare the context once.

Organise customers, sites and asset references before the first inspection. Structured asset data can be imported from .xlsx or UTF-8 CSV files, with mapping and review before assets are added to a site. Review the records and reusable checks your team needs during a demonstration.

Read the guide to moving from Word and Excel

Keep the return visit connected.

A defect recorded during an inspection can lead to remedial work. A newly reported customer problem can also start reactive work. Keep the visit, the asset and the recorded outcome together, so the next engineer has the context.

Explore remedial and reactive work records

Review the completed record.

Checks, findings, evidence and work descriptions give a report its substance. Review the recorded outcomes and the relevant visit before sharing the finished report. Inspection scope and applicable standards remain your business’s responsibility.

See how recorded work supports reporting

Start with a familiar site.

Tell us about the assets, checks and customer reports your team works with. We’ll follow up about Squigg and availability.

Register your interest