How Fire Door App works from inspection to handover

Fire Door App is role-based. Owners and managers can configure the workspace and manage commercial workflows (remedials, quotes, invoices). Inspectors focus on inspections and assigned work.

• Owner: full access including billing, pricing, quotes, installs, team + settings.
• Manager: operational access (remedials, schedule, invoices, analytics) + most settings.
• Inspector: inspections + assigned jobs, with fewer admin/commercial controls.

The setup wizard includes starter presets so you're not starting from scratch. You can begin inspecting straight away, then tweak settings once your first building is complete.

• Branding: logo, colours, PDF appearance, portal styling.
• Security: 2FA policy, recovery codes, session hygiene.
• Team: add staff, roles, signatures, and inspector assignment.
• Pricing: review defaults and mapping, then adjust only what you need.
• Payments: connect Stripe (if you want "Pay now" in invoices / portal).
• Client access: invite client contacts so they can view invoices, compliance, reports and quotes.

Build a clean hierarchy so every door has a stable identity across repeat visits.

• Create the Client (your customer / organisation).
• Create Properties (sites/buildings) under that client.
• Start a first inspection to generate door records (or import existing PDFs).
• Agree a door ID scheme (block/floor/door) and apply it consistently.
• Generate and print door labels/QR codes if you're tagging doors.
• If you use QR tags, bind/unbind them when doors change.

This is the core workflow. Capture clean door records so downstream quotes/remedials/invoices stay accurate.

• Create: start an inspection and confirm client + property details.
• Schedule: assign an inspector/crew and date (then track it on the schedule).
• Record doors: for each opening, log pass/fail, reasons, notes, photos, tags and locations.
• Status: move from scheduled → in progress → completed; use reminders for follow-ups.
• Outputs: generate inspection PDFs and share with clients.
• Imports: if migrating legacy PDF reports, run the PDF import flow and review extractions.

Remedials turn inspection findings into tracked work with owners, dates, and close-out evidence.

• Task board: manage tasks, assign owners, and track status/severity across the portfolio.
• Issue list: review door issues grouped for triage (useful for QA or audit prep).
• Door list: browse doors by severity and filter/search to prioritise.
• Attach work: connect remedials back to inspections/doors so evidence stays joined up.
• Close out: upload evidence, mark complete, then issue outputs (quotes/invoices/PDF packs).

Quotes help you agree remedials, follow-up visits, or installs before work starts. They can be downloaded as PDFs, emailed, and (optionally) accepted via the Client Portal.

• Create/build: assemble line items and scope from inspection findings or manual inputs.
• Send: email a quote or export a PDF for approval.
• Track: keep quotes linked to the client/property so invoices and jobs stay connected.

Use RAMS when you need a formal risk assessment / method statement pack for upcoming work.

• Create: build RAMS tied to the job, client and site context.
• Publish: share PDF packs by email and (where used) publish to the Client Portal.
• Version: re-issue when scope changes so teams always open the latest pack.

Invoices can be created from quotes/remedials/installs or as manual invoices. You can email them, download PDFs, and (if Stripe is connected) collect payment via "Pay now" in email and the Client Portal.

• Create: build an invoice, confirm VAT/deposit rules and totals.
• Send: email the invoice to the right contacts (and schedule reminders if needed).
• Track status: draft → sent → paid/overdue, with payment history.
• Client experience: clients can view/pay in the portal (if enabled).

These pages are how you run the week: scheduling, chasing, and jumping into the right record fast.

Use exports for audits, handover packs, and internal tracking.

Use Help for curated docs, in-page "How this page works", and the Interactive Helper to generate checklists. Use Support tickets for workspace-specific issues.

Clients access the portal from the invite link you send them. After setup, they sign in with their email and password, and if 2FA is enabled they'll be prompted for a verification code.

• Password reset: use "Forgot password" on the portal login screen.
• Logout: use the portal logout option when finished (important on shared devices).
• Multiple accounts: some users may be asked to pick which account to access after login.
• Notifications: invoice/quote updates are usually emailed; the portal reflects the latest status.

Compliance provides an at-a-glance view across inspections and outstanding remedials for the client's portfolio.

Clients can view invoice details, download PDFs, and pay online (if enabled for the workspace).

• Open an invoice to see totals, status, and payment history.
• Use Pay now (when available) to pay by card via Stripe.
• Download the invoice PDF for accounts.

Clients can browse inspections/visits, open a specific inspection, and download the report PDF.

• Open an inspection to see the visit summary and door-level findings.
• Download the inspection PDF when you need a shareable compliance pack.

Clients can download reports and RAMS packs (when provided) for compliance and handover.

Clients can track remedial progress and report door issues for review.

• Open a remedial project to see what's outstanding and what's complete.
• Submit a door issue with a clear location/door ID and photos if possible.

Use properties to navigate by building and then drill into door-level context.

Clients can review quotes, download PDFs, and accept quotes (where enabled).

• Open a quote to review scope and totals, then download the PDF if needed.
• If acceptance is enabled, use the Accept button in the portal to approve the work.

Portal owners can manage who has access, and which colleagues receive invoice/inspection notifications.