From a failed component to a closed-out record.
A failure is not a note. It is a job with a name on it, a date, a price and a photograph at each end. This guide follows repair jobs (the app calls them remedials) from a failed component to a completion report. It also shows where the loop falls apart on spreadsheets.
Section 01How to do it
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01
Let the record raise them
Do not create repair tasks by hand from a report you are reading. Accept the quote and the job opens with its tasks already on it. Or send the failing doors straight from the inspection. Either way the task arrives on the door, with the reason and the measurements.
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02
Sort by severity, not by order
A door that will not close is not the same job as a missing sign. Sort the board by severity first. Agree with the client what is done this visit and what is scheduled.
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03
Give it to a person and a date
An unassigned task is a task nobody has agreed to do. Drag it into a person’s lane on the schedule, or tap it and then a lane. New tasks go out in a daily email, so nine doors means one message, not nine.
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04
Photograph both ends
The before photo is usually already there from the inspection. The after photo is the one that gets forgotten, and the one an auditor actually wants.
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05
Verify separately from completing
Completed means the operative says it is done. Verified means somebody checked. Keeping them as two statuses is the whole point of having five.
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06
Issue the completion report
Preview it first — it shows without being issued, so you can read it before anyone else does. Once issued, it is filed with a reference and locked. Downloading it again gives exactly the same file.
Section 02What the app actually does here
- A repair job opens from an accepted quote, with its tasks taken from the quoted lines — nothing is typed again
- A repair can also be raised from a problem a client reports in their portal
- Send every failing door on an inspection to the board in one action, without waiting for a quote. Doors already on the board are not added twice
- Give a task to a person with a due date, and drop it into their lane on the schedule
- A property’s Remedials section lists its live repair work and an Archive of what was closed. A door record has a Remedial tracker for its own open work
- Track five statuses: pending, in progress, completed, verified, cancelled
- Record a before photo, an after photo, completion notes and the actual cost against the estimate
- A task’s estimate is entered as materials plus labour, like every price on your list
- The failure reason and gap readings are copied onto the task when it is made. So the client’s document stays right if the door is inspected again
- New tasks go out in a daily email, not one message per task
- Issue a completion report that also lists what is still outstanding. Where a door was installed, its evidence pack carries the install photos by component
- The fire stopping defects board runs the same five stages under its own names: open, in progress, resolved, verified, cancelled
Section 03What goes wrong
Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.
It is the operative’s claim, not your check. Businesses that skip verifying find out at the next inspection, in front of the client.
If a quote line has no task behind it, nothing links the charge to a finding. That is the argument you cannot win six months later.
The completion report says on its cover that it records work done. It is not a certificate of compliance. The app is not a certification body and checks nobody’s competence, so it issues no certificate. A certificate comes from whoever did the work — attach it to the job and it sits with the evidence. Do not describe the report to a client as more than it is.
The report can list outstanding items beside the completed ones. Leaving them off makes the document look better, and makes you liable for the impression it gives.
Section 04Questions
Q01
Can a client raise one?
Q02
What if the same door fails the same way twice?
Q03
Does fire stopping work the same way?
Section 05Related
Guides help. Doing it helps more.
Everything above is checkable inside the trial, on a real building, with nothing held back and no card required.
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