Know What's Already Been Done at a Site, Before You Arrive
No more an engineer turning up with no idea what happened on the last three visits to that site. No more repeating a repair that was already tried and already failed. No more asking the client to explain the history because nobody wrote it down anywhere your team could find.
Who it's for
Anyone whose engineers get sent back to the same sites, or the same pieces of equipment, repeatedly, especially on reactive or breakdown work.
What it saves you
The time spent digging through old job notes by hand, and the repeat visits that happen because nobody realised the same fault had already been looked at.
Set up time
Quick to build from the job history you already have recorded.
Seeing what's already been done
When a new job comes in for a site, or for a specific piece of equipment at that site, Build Concierge looks back through the job history in your job management system and pulls together what's already happened there.
It builds a short summary: the date of each previous visit, who attended, what the call out was for, and what was actually done, and sends it over before the new job needs booking.
Why this knowledge gets lost
The record of what happened last time is usually there somewhere, in a worksheet an engineer filled in, or a job note from a few months back.
The trouble is finding it. Nobody has time to search back through every previous job on a site before booking the next one, so the history stays buried in the system instead of in front of the person who actually needs it.
Where it costs you
The direct cost is the repeat visit, an engineer sent to fix something that was already looked at and already fixed, or already tried and already failed, because nobody knew.
The quieter cost is the conversation with a client who remembers exactly what happened last time, while your own team is starting from scratch.
What the automation does
- Looks back through the job history for the site, or the specific piece of equipment, in your job management system.
- Pulls the real detail from each previous visit, the date, who attended, the reason for the call out, and what was done, straight from the worksheets on file.
- Builds it into a short, readable summary rather than a list of raw job records.
- Sends the summary over before the new job needs booking, so it's there when it's actually useful.
- Handles the gaps sensibly, if an old worksheet was never filled in properly, it says so rather than guessing.
What happens next
The history arrives as a short summary, ready to read before the new job is booked or before the engineer heads out. It's there to inform the visit, not to replace anyone's judgement about what needs doing this time.
What you need first
- Job history already recorded in your job management system, even if some of the older worksheets are thin or incomplete.
- A decision on how far back the history should look, most businesses start with the last six months.
- Somewhere for the summary to land, whether that's an email, a note on the new job, or both.
Getting set up
We look at how your job history is actually recorded.
Worksheets, job notes and completed job data all vary business to business. We build around what you've already got.
We agree how far back to look, and what to include.
Most businesses want the last six months, and just the fields that actually help: date, engineer, reason and repair.
We test it against sites with a real history.
Real previous jobs, including the ones with thin or missing worksheet detail, checked against what a person would want to see before the next visit.
Common Questions
That's a decision you make when it's set up. Most businesses start with the last six months, since that's usually enough to catch a repeat fault without being buried in old records.
That's treated as normal rather than an error. An incomplete worksheet is noted as such in the summary rather than skipped or guessed at.
No. It's there to inform the visit with what's already known, not to tell anyone what to do. The engineer still assesses the job in front of them.
Yes. It can be set up either way, a summary for the whole site, or for one specific piece of kit that keeps coming up, depending on which is more useful for your work.
It's most useful there, since that's where the same fault or the same site can come round more than once. But the same idea works for any job where knowing what happened last time would help.
Ready to stop starting from scratch at sites you've already been to?
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
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