The same shape as a motor shop, different iron
A pump that has been rebuilt three times reads as one story, because everything hangs off the equipment record rather than off the date.
What actually happens, and where it lands
- It comes in for assessment
Booked against the customer with its serial, and if it has been in before, its history is already on the screen before anybody touches it.
- Stripped and reported
Findings and photographs onto the job. That report IS the quote’s justification, so it does not get written twice.
- Approved, or not
The quote came from the job, so approval carries on the same record. A declined one keeps its strip report for the next time the same unit appears.
- Tested and away
Test figures live on the job with everything else, and the service order goes out as a PDF with your name on it.
Three things that are different here
Assessment and quote stop being two jobs
The commonest waste in this trade is writing the strip report, then writing the quote from it, then typing the works order from that. Here they are one record seen three ways.
A unit’s history survives the customer
Same pump, new owner, or a hire fleet unit that has been everywhere. The record follows the serial rather than the invoice address.
The customer never sees your cost
Line-item costs are blanked before they leave the server for anyone marked that way — which matters when the same screen is turned round to show somebody the work.
What it would not do for you
There is no parts inventory or stock control. Parts go onto a job as line items; what you hold on the shelf is not tracked.
See it with your own work in it
Half an hour, screen shared, with a couple of your real jobs typed in first. Tell us what you do and a few times that suit you this week.
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