The job record the office can close out in minutes.
A job lists the openings it touches. Each opening has its own checklist, before and after photos, device records and status, so nothing gets signed off by memory.
Included on every plan.
What it does
- 01
Work tracked per opening
Not started, in progress, complete or deficient, door by door. The opening keeps that history after the job closes.
- 02
Commissioning checklists
Templates for strike, maglock, exit device, reader, request-to-exit and door position switch, including the fire alarm release test. Pass or fail, a value, a photo and a signature.
- 03
Blocking items
Mark the steps that must be done. The job cannot be completed until they are.
- 04
Parts used against estimated
Confirm installed quantities and add extras from the price book. The variance carries to the invoice.
- 05
Two kinds of notes
Client-visible notes and internal notes, with @mentions for the rest of the team.
- 06
Complete, then bill
Required checklists done, optional client signature, a plain-English summary to the client, and an invoice drafted from what was actually installed.
In practice
Closing out a four-door job
- 1
The crew texts in photos and serial numbers. The office drops them on the right openings.
- 2
Each door's commissioning checklist is filled in: release test, request-to-exit timing, door-held alarm.
- 3
Installed quantities are confirmed against the estimate.
- 4
The job is completed and the invoice is drafted from actuals.
Not built yet
On the roadmap for this module.
Rundown is a pilot build. These are planned and not in the product today. We list them so you can decide with the full picture.
- PlannedA phone workflow for techs: today's jobs, navigate, check in, capture photos and signatures on site
- PlannedSite survey mode
- PlannedPunch lists shared with the client
- PlannedAs-built package export
- PlannedTime tracking with payroll export