Service visits

Service visits, fully documented

Digital checklists, before/after photos, client signatures, and auto-generated PDF reports. Give your technicians a mobile-first workflow and your managers complete audit trails.

Start for free
Technician submissions in SafiTrack: UPS reports, solar surveys and checklists awaiting approval

Digital Checklists

Standardize every service call

Create reusable checklist templates for each service type. Technicians follow the same process every time. No missed steps, no inconsistencies, and complete documentation.

  • Custom checklist templates per service type
  • Issue flagging with severity indicators
  • Materials and parts tracking

Documentation

Client sign-off and PDF reports

Capture digital signatures on-site when the service is complete. Auto-generate professional PDF reports with all checklist items, photos, materials used, and the client's signature. Ready to email or archive.

  • On-device digital signature capture
  • Auto-generated branded PDF reports
  • Email reports directly to clients

Capabilities

Professional service management

Service Checklists

Reusable templates for every service type. Consistent quality every time.

Before/After Photos

Document the work visually with timestamped, geotagged photos.

Digital Signatures

Capture client sign-off on-screen. Legally binding and automatically stored.

PDF Generation

Professional branded reports generated automatically from visit data.

Materials Tracking

Log parts and materials used during each service for inventory management.

Service Analytics

Track first-time fix rates, average service duration, and issue frequency.

Professionalize every service call

Digital checklists, signatures, and auto-generated reports. All from your technician's phone.

Start for free

Talk to sales

Tell us a little about your team and we'll be in touch to set up a walkthrough.