Almost every installation company recognises it: a shoebox full of papers, a USB stick in a drawer, and a mailbox in which you still have to search back to find which drawing was the latest version. It works - until a client calls after three years and you can no longer find the file.
Digitising sounds big, but you can break it into manageable steps. This is the route we see installers follow.
Step 1 - Choose one place
Decide where the file will live from now on. Not three systems side by side, but one source where every document ends up. That avoids the eternal question 'where was that again?'.
Step 2 - Link to the object
Attach every document to the building or the installation, not to a person. If a technician leaves, the file simply stays in place.
Step 3 - Record on site
Let technicians capture photos, forms and signatures directly on the spot. Work that still has to be 'retyped' in the evening disappears on its own.
Step 4 - Stick on the QR code
A single sticker in the meter cupboard gives the client access to the complete file - no app, no login. It instantly makes your handover professional.
Step 5 - Build up your archive calmly
You don't have to transfer everything at once. Start with the ongoing jobs and let the archive grow along with you.
- Sven de Wit, Founder
The nicest side effect: a scanned QR code is also a gateway to service. Clients who view their file immediately find the button to schedule maintenance.
Get your dossier in order today.
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