What will you receive?

After submitting the form, you will receive an indicative report showing where the biggest service-process chaos appears: in tickets, statuses, documentation, technician work, warranties, inspections or settlements.

Diagnosis scope

We review tickets, statuses, the customer, equipment, warranties, inspections, technicians, subcontractors, photos, reports, settlements and the owner dashboard.

Related pages

You can start by reviewing the whole HVAC / Renewables track or move to the service process audit if you need a deeper analysis.

Service chaos scanner

Check where tickets, photos, statuses and settlements get lost in your service process

A short diagnosis for service, HVAC, renewable energy and installation companies. In a few minutes you will see whether the main issue is ticket intake, ownership, documentation, technician work, warranties, inspections or settlements.

The result is indicative and does not replace an audit. It helps you decide whether to organize the process, data and exceptions first, or move straight to a small pilot solution.

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Company details

Diagnostic questions

How to answer?

For each question, choose the answer that best describes the current way of working. The result is not a judgement of the company. It is meant to show which areas should be organized first.

Yes Yes - the process is under control
Partly Partly - there is a working pattern, but gaps still appear
Manual Manually - it depends on people, email, phone calls or spreadsheets
No No - there is no consistent place, standard or control

A. Ticket intake

Whether all cases go into one place and have the basic data needed for handling.

Do all service tickets go into one place?
Are tickets from phone calls, email and chat tools registered?
Does every ticket have a number or identifier?
Does every ticket have an assigned owner?
Do you distinguish service, warranty, complaint, inspection and paid job cases?

B. Statuses and ownership

Whether it is clear who owns the case, what the status is and what the next step should be.

Does every ticket have a current status?
Are statuses defined and used consistently across the whole team?
Is it clear who should take the next step?
Can overdue cases be seen easily?
Can the owner or manager see the backlog without asking people?

C. Customer and communication

Whether the customer gets feedback and the contact history is available to the team.

Does the customer receive confirmation that the ticket was accepted?
Can the customer check the status without calling?
Is the customer communication history available in one place?
When the customer comes back, is it clear what the previous case was about?

D. Equipment, installations and warranties

Whether the company keeps technical, warranty and ticket history data in one place.

Do you keep the history of the device or installation?
Do you keep serial numbers and warranty data in one place?
Is it clear which cases are warranty-related and which are paid?
Do you have a list of devices that require inspections?
Does the system remind you about periodic inspections?

E. Technicians and subcontractors

Whether field work orders are clear, documented and connected with settlement.

Does the technician or subcontractor receive a clear work order?
Does the technician or subcontractor add before/after photos?
Is there a standard completion report?
Is it clear which jobs were completed by a subcontractor?
Are subcontractor settlements linked to work orders?

F. Settlements and reporting

Whether it is clear what can be invoiced, what is overdue and where costs are created.

Is it clear which jobs are ready for invoicing?
Is it clear how many cases are overdue?
Is it clear which ticket types generate the highest costs?
Can the owner see a simple dashboard for service, warranties and inspections?

Additional notes

Back to the HVAC / Renewables track