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Service and maintenance

The job you installed is the estate you maintain.

Graftix runs the service side too: customers, sites, jobs and visits, planned maintenance, quotes and invoices, timesheets and van stock — against the same drawings, the same devices and the same certificates the installation left behind.

Included in every subscription · Seven days free · No card required

Graftix Operations Today board: open, unassigned and overdue jobs, quotes awaiting and overdue invoices, then the day's service visits grouped by engineer with times, customers and access notes

The join

Nothing is typed in twice. Not once, in the whole life of the building.

A delivery project's site becomes a customer site. Press Import and every device your engineers pinned during first fix copies into the service register — make, model, serial, MAC, IP, asset tag, floor and room, with the install date taken from the task that completed it.

  • One delivery project links to one customer site, so the history never splits
  • Import twice and nothing duplicates: each asset remembers the task it came from
  • The asset page links back to the installation task and the drawing it sits on
  • The project register reads back the other way — last serviced, next due, red when overdue
  • Operations never writes to the project register. The as-built stays the as-built
See projects and portfolio
Graftix service customer Thameside Health Partnership: the St Helena Medical Centre site linked to its delivery project VBS-24-097 with an Import action for installed devices, contacts and a quarterly fire alarm maintenance plan
Graftix service job: two days of visits by Sophie Turner, each with notes and a customer sign-off, the assets serviced, and the job trail from quote to completion

Jobs and visits

Raise it, plan it, walk it, close it

A job is raised against a site — reactive, planned or one-off — and attended through visits. The engineer walks it forward on the phone: on my way, on site, complete. The job's status follows on its own, and every change lands in the job's trail.

  • Job numbers that run in order for your business, with no gaps or clashes
  • Completing a visit requires an outcome — complete, return required, or no access
  • Return required and no access send the job back to the office rather than into a gap
  • A completed job reopens for a return visit without becoming a second job
  • The day works offline, because plant rooms still do not have signal

The day

A week you can drag

One row per engineer, one column per day, a chip for every visit. Drag a chip to move it. Drag a job out of the unscheduled tray and it becomes a visit. It works on a phone, because the person re-planning the day is rarely sitting at a desk when it changes.

  • Drag a visit to another engineer or another day, keeping its time and length
  • Re-plan the board from a phone as easily as from a desk
  • A map of every active site, coloured by a visit today, open jobs, or quiet
  • Each site's pin shows the week's visits
  • Engineers see the map narrowed to the sites of their own jobs
Graftix dispatch board for the week of 12 October: one row per engineer with each day's visits as draggable chips, and the unscheduled jobs tray alongside
Graftix asset page for a fire alarm panel: QR label, service history by engineer, the quarterly maintenance plan, and make, serial, last serviced and next due date

Assets and planned maintenance

The panel tells you when it is due

Every asset carries a QR label. Scan it and you land on that asset inside your own organisation — a label from another organisation is a 404, not a glimpse of somebody else's estate. Maintenance plans raise the job themselves.

  • Printable label sheets per site, which only open for people in your organisation
  • Service history written by hand, or automatically when a visit completes against the asset
  • Plans raise a job every N months, a set number of days before it falls due
  • A plan skips while its last job is still open, so a missed visit never stacks up two
  • The register sorts and filters on next due, which is the list somebody has to work

Quotes and invoices

Priced, sent, accepted, invoiced

Numbered per organisation and contiguous. The customer opens a link with no account and accepts or declines. An accepted quote raises its job and drafts its invoice, both pinned back to the quote it came from.

  • Totals that add up to the penny, with VAT worked out line by line
  • What the office sees on screen is exactly what the PDF prints
  • Invoice lines suggested from the completed visits, with hours from the visit itself
  • Parts used on the job arrive as lines at your sell price
  • Export invoices to Xero's import format (CSV)
Graftix service quote Q-0008 for two loading-bay cameras: priced lines and totals, with the trail showing it sent, opened by the customer and accepted through the public link

Who sees what

Prices never leave the office

An engineer opening the app on site sees their own work and nothing else. This is not a setting somebody has to remember to switch on.

Engineers

Their own day

Their visits, the jobs they are on, the assets at those sites, their own week of timesheets and their own van. No customers list, no quotes, no invoices, no other engineer's work.

The office

All of it

Admins and organisation-wide project managers get every job, the whole board, the map of every site, everyone's timesheets to approve, and the full billing settings.

How

Locked down properly

The restriction is applied to the data itself, not just hidden on the screen, so there is no way round it.

Service and maintenance

In this module

A complete service desk, included in every subscription from the first day of the trial.

OPS

Customers and sites

Customers, their sites and the contacts you actually ring, with access notes on the site.

Jobs and visits

Reactive, planned and one-off jobs, attended through visits with a required outcome.

Today

Every visit for a chosen day, grouped by engineer. The list the office works from.

Dispatch board

A draggable week, one row per engineer, with an unscheduled tray beside it.

Site map

Every active site, coloured by what is happening there, with the week's visits in the pin.

Asset register

Installed equipment per site, imported from the delivery project or entered by hand.

QR labels

Printable label sheets. Scan one and you are on the asset, in your own organisation.

Service history

Written automatically when a visit completes against the asset, or by hand.

Planned maintenance

Plans that raise their own jobs on a cycle, and never stack two when one is missed.

Quotes

Accepted or declined by the customer on a link, with no account to create.

Invoices

From a job, from an accepted quote, or blank. Overdue invoices are flagged automatically.

Accounts export

Export invoices to Xero's import format (CSV), for a chosen date range.

Timesheets

Written by the visit, topped up by hand, approved by the week, exported for payroll.

Stock and vans

A parts catalogue, a store and a van per engineer, with every movement explaining the count.

Customer notifications

By email (and text, where configured) when a visit is booked, when the engineer sets off, and when it is finished.

Offline

Today's list, the job, the site's access notes and the asset's history, with no signal.

Worth knowing

What this does not do yet

It runs a real service desk. These are the parts still to come.

01

No live accounts push

Export invoices to Xero's import format (CSV). There is no live link into Xero or QuickBooks yet.

02

Text messages where configured

Customer notifications go out by email. Text messages go out where a messaging provider has been set up.

03

Jobs run in the web app

Engineers work jobs and visits on a phone in the Graftix web app, installed from the browser and working offline. Graftix Go, the native app, does not carry them yet.

Get started

Put one service contract in it.

Import the assets from a job you have already installed, set a maintenance plan against them, and see the first visit raise itself.