MOVING FROM WORD & EXCEL
Move the record, not just the paperwork.
A practical starting point for inspection and maintenance businesses moving from Word, Excel and separate photo folders to connected asset records.
PRACTICAL RESOURCES
Better records start with a little structure.
Practical guidance for teams moving inspection and maintenance work out of scattered documents. Start with the record you need to keep, then choose the tools around it.
Start with a useful guide.
Before your first pilot.
Choose one familiar customer site and a small set of identifiable assets. Check references and locations, agree how you will record access limitations, and review a finished inspection and follow-up together.
See the record from start to finish.
Explore how the site, inspection, finding and follow-up stay together. All examples on this website use fictional details.