CRM for Solar InstallersWhat your company needs to keep inspections running “on autopilot”
Whether it’s electrical inspections, boiler rooms, HVAC, fire extinguishers, pressure vessels, or A/C maintenance, you consistently need these four essentials:
1) A registry of all assets, equipment, or customers
- a complete equipment list (or at least equipment categories)
- location details (address, building, floor, room)
- a designated owner or point of contact (internal and customer-side)
2) A clear schedule for each asset
- annual inspection
- service every 6 months
- monthly check
- or based on usage/run hours
3) Reminders in advance (not on the due date)
Proven best practice:
- 30 days prior → capacity planning and coordination with the customer
- 7 days prior → confirm the appointment and prepare paperwork
- 1 day prior → technician checklist and final prep
4) History and documents in one place
For every inspection or service, you should store:
- inspection report or certificate
- before/after photos
- recorded measurements
- technician notes
- issues found and any follow-up repairs
Manage this in Aptien better than in Excel — simple and hassle-free
In Aptien, you can create records for your customers, locations with installed equipment, or assets (organizers), and set up:
- recurring maintenance tasks based on time or usage intervals
- automatic reminders for upcoming due dates
- assignment of technicians, owners, and responsibilities
- service reports with photos and documents stored with the asset
- service and inspection history accessible with one click for customers and internal teams
- Result: inspections are tracked automatically, technicians know exactly what to do, and your business has the documentation needed for billing and audits.