Client sites

Select a site to begin or resume a quarterly maintenance visit. Tap "Manage equipment" to edit a site's register.

Active clients

Equipment register

Drag the handle to reorder. Tap edit to change details. Reordering changes the order shown during maintenance visits.

Status

Quick tags — tap to add

Filter / consumable due

Notes for client report

Recommendation / action

Photos

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Review

Confirm the visit summary before emailing the PDF to the client.

Send to

Auto-filled from this site's default. Edit to override for this visit only.

CC (optional)

Preview

This is what the client will receive.

Download saves the PDF to your device without emailing. Send emails the PDF to the recipient on the previous screen.

Filter activity across visits — filter changes, fault repairs, call-outs, and more.

Site

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Visit type

Activity