Cockpit feature · Pro package
Customer Assets (Inspection Intervals)
Track heating systems, PV installations or lightning protection at the customer's site with inspection intervals, with automatic reminders instead of missed service dates.
Included from: Pro package
Some businesses maintain more than appointments. They also look after permanently installed assets at the customer's site: heating systems, PV modules, lightning protection or maintenance contracts with legal inspection intervals.
Every asset gets its own file in the customer record with type, install date and inspection interval. When a deadline approaches, it automatically appears in dispatch, before the customer has to call or a deadline is missed.
That creates predictable, recurring revenue through service appointments and reduces liability risk, because no legally required inspection gets forgotten.
Asset files right inside the customer file
Heating, PV system or lightning protection: every asset at the customer with type, install date and service interval.
The visit history per asset doubles as a ready-made maintenance log.
See it live in the demo
Due maintenance becomes an appointment
When an interval expires, you see it in dispatch, before the customer even has to call.
A due inspection turns into an appointment for the right crew in one click.
See it live in the demo
Predictable revenue from your service base
Service contracts can be billed on a recurring basis, with the draft created automatically on the due date.
In the customer portal, customers can see their assets and service history themselves.
More about Recurring Invoices
What it does
- Asset file per customer with type & install date
- Automatic reminder before the inspection deadline
- Maintenance history per asset
- Create an appointment directly from a due inspection
- Foundation for recurring maintenance contracts
Discover more features
Included in these trade solutions
Ready-to-run trade systems built on this feature.
Try it yourself — no registration
Every trade has its own live demo with sample data. Or pick your package right away: the whole team is included.