Safety checks done before the work starts, and proof kept after it ends.

Safety and forms

• A no-code form designer: toggles, text, ratings, numbers, dates, dropdowns, photos, files, signatures, GPS and barcodes. A “no” answer can require a reason.
• Safety forms can lock sign-off until they are complete.
• Risk assessments scored from 0 to 100. Electrical or gas work, high hazards and utilities that are not isolated stay locked until a manager signs a verification.
• Daily checks and incident reports, with incidents alerting the office straight away.

GDPR dashboard

• See who viewed customer personal data, changes to employee records, and data exports.
• A right-to-erasure workflow that removes personal details but keeps invoices and payments.

Assets and asset health

• A register of customer equipment: make, model, serial number, warranty countdown, condition and full service history.
• Printable QR labels and a scanner to look up any asset on site.
• A health score from 0 to 100 based on age, faults in the last 12 months, condition and service history, recalculated every night, with a board of critical assets.
• Customers see their assets and next service dates in their portal.

Service contracts

• Maintenance, retainer, block-hours or fixed-price contracts, with monthly value, billing day, renewal countdown, usage tracking and profit per contract.
• Master contracts with a fixed total that jobs and invoices bill against, showing what has been billed and what remains, with a PDF.