Ensuring compliance while maintaining mechanical engineering equipment is a complex task. TradeCloud can automate checklists, procedures and recurring visits.
Maintenance agreements
TradeCloud can generate and maintain complex maintenance agreements, including tracking status, expiry dates, pricing, important site visit schedules and attaching documents.
Maintenance wizards and schedules
If you have maintenance agreements with your customers, you can build complex maintenance checklists and procedures into TradeCloud.
Templated documents
TradeCloud can generate templated PDFs based on information collected by the technicians on site. Maintain a consistent and professional image by having a single platform generate all client facing communication.
Customer portal
By creating a customer portal, you can deliver the information that your clients need, at their own request. Provide the ability to create jobs or see the full (or limited) history for all active and completed jobs.