ERP for engineering, inspection and testing companies
Inspection, testing and repair work, where the deliverable is a defensible report and not just an invoice.
What the system does for service companies
Standard method, every time
Each equipment type carries its own specification, inspection and test templates. Booking an item in instantiates that checklist automatically, so the procedure does not depend on which engineer picked up the job.
Measurements against tolerance
A test entry records the method and tool used, the initial and final value, the unit, the tolerance and the result. A fitness status and a written conclusion close the job.
Evidence attached
Before-and-after photographs are staged against the job, each flagged individually for whether it appears in the customer’s copy.
One report, branded
The whole job — items, specifications, inspections, tests, parts, photographs and conclusion — prints as a single consolidated service report on your letterhead.
From enquiry to report in one system
A service job links back to the quotation, sales order or delivery it came from, so the engineer’s findings, the parts used and the invoice that follows all sit on one record. Because the quotation carries a live order journey, the office can see whether a job has been approved, procured and delivered without asking anyone.
Read more about the Operations workspace and the Commercial workspace.
Questions from service companies
Can we use our own inspection and test checklists?
Yes. You define the specification, inspection and test templates per equipment type, and they instantiate on every new job item.
Does the customer get the photos?
Only the ones you choose. Each photograph is flagged individually for inclusion in the customer’s copy of the service report.
See it running on your own documents
Tell us what your company does and which modules you would actually use. We will walk you through the system handling your work — not a slide deck.