The versatile planning and tracking tool for servicing and compliance
Create custom projects for inspections and servicing focused on a speciﬁc business need. Whether risk assessment, mechanical and electrical, gas inspection or any other area, the Projects Module will let you plan, schedule and track your progress across the organisation.
- Schedule regular inspections for each project element in bulk, and track the resultant actions
- Assign tasks to staﬀ and include deadlines via the dedicated workﬂows system
- See the history of tasks for a speciﬁc project, asset or project element
- Create unlimited activity types
(ﬁre risk, legionella, lift servicing, etc.)
- Select a speciﬁc set of properties to be covered by each project
- Create custom project elements for inspection, or include existing stock condition components
- See all outstanding and upcoming tasks in one place
- View all inspections and works required per property
- Raise automatic notiﬁcations for upcoming tasks in-system and via email
- Import the results of inspections and actions in bulk from spreadsheet
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