---
id: KB-CS-017
url: https://app.codecontract.io/help/construction/installation-and-maintenance-firms
idioma: en
categoria: sector-construccion
subcategoria: obracivil
audiencia: usuario
nivel: intermedio
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-CS-006, KB-CS-010, KB-CN-002]
citadoPor: [KB-CS-016, KB-CS-029, KB-CN-003, KB-CN-019]
---

# Installation and maintenance firms

_Many small jobs, each with its own certificate and signature._

**Responde a:** installation certificates · job sheets signed by the client · preventive maintenance documentation · installer certificates and inspections

An installer does not have the big-project problem — few enormous files — but the opposite: hundreds of small jobs a year, each with its sheet, its certificate and its signature. What does not scale here is paper.

## The three modules day to day

| What | Module | When |
| --- | --- | --- |
| Company documentation to be allowed on site | Trackline | Once per client, plus renewals |
| Job sheet and client sign-off | Consigne | On every job, from a phone |
| Condition before and after | SmartCheck | When a dispute is plausible |

## What changes most: signing on site

Sign-off captured on the spot, from the technician's or the client's phone, avoids the usual circuit: paper sheet, gets wet or lost, chased a month later, and you end up invoicing without a sign-off.

> [!IMPORTANT]
> Installation certificates and periodic inspections expire and are typically required at inspection. Marking them with their expiry is what turns the archive into something that warns you; which inspections apply to each installation comes from sector regulation and your adviser.

> [!WARNING]
> If the technician signs on the client's behalf "because they were not there", the sign-off is worthless and creates a bigger problem than it solved. Let whoever receives the work sign, even if it is the next day from their own phone.

> [!NOTE]
> With many identical jobs, the template is where the saving is: the sheet goes out with two fields filled and the scope already written.

**Does it work without signal on site?**

The technician can send it once back in coverage; the client signs from their own phone when it arrives.

**Can photos be attached to the sheet?**

Yes, and in installations that is usually what prevents the argument.

**What about scheduled maintenance?**

Built as a recurring process, with its expiry alert.

## Ejemplos

**An installer with 400 jobs a year loses paper sheets and invoices without sign-off.**

- Sends the sheet for signature from a phone on completion
- Attaches photos of the installation

→ Invoices stop being disputed over work nobody signed for.

**Five clients ask for the same documents through five portals.**

- Keeps a single current original

→ All five are answered without redoing the work.

**A technician is stopped at the gate over their training.**

- Warns about expiries per person

→ Renewal happens before the rota.

**Equipment goes on site and its documentation sits elsewhere.**

- Stores equipment documentation with the equipment

→ What travels is found where it is.

**The job sheet reaches the office days later.**

- Captures the sheet at the job itself

→ The month closes on what happened.

**A client asks you to evidence an intervention from a year ago.**

- Keeps the history per client and installation

→ You answer without reconstructing.