Service businesses · Contracts & documents
Maintenance certificates and warranty sheets written by themselves
After an annual boiler or AC service the certificate, refrigerant log and warranty sheet are generated from the worksheet data with serial numbers and measured values, and emailed to the customer the same day.
- Avg. time saved
- 1–3 h/week· ≈ 9 h/month
- Rollout
- Quick winDays 1–14
- Who it is for
- B2B and B2C service providers
In short
Maintenance certificates and warranty sheets written by themselves: After an annual boiler or AC service the certificate, refrigerant log and warranty sheet are generated from the worksheet data with serial numbers and measured values, and emailed to the customer the same day. It typically gives back 1–3 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
Worksheet closed: split AC service, R32 top-up 0.4 kg, serial 3BX-2291, pressure OK
The AI
- Fills the certificate template and the refrigerant register, adds the next service date
Comes back
Two branded PDFs to the customer at 16:05, copy in the job folder, next-year reminder scheduled
Similar solutions
- Handwritten worksheet OCR digitisationA photo of the hand-filled, signed paper worksheet becomes a printable digital PDF protocol saved to the system.3–6 h/week
- Contracts and protocols filed by themselvesEvery incoming file is recognised, renamed to a standard name and filed in the right protected folder with the owner notified.2–5 h/week
- Intake forms and consents signed before the visitMedical history, GDPR consent or client identification forms go out with the booking, are signed on the phone, checked for gaps and filed under the client before they walk in.2–5 h/week
- Missing client documents chased automaticallyAccounting and law offices spend hours asking clients for the same missing invoices, IDs and statements.2–5 h/week
Related terms
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