In every plan
The CRM for fire safety and testing
Your customers, their service contracts and every asset you look after at each site, with the next check worked out and a reminder before it is due.
Every extinguisher, panel and light, and when it is next checked
Record the extinguishers, alarm panels, emergency lights, fire doors and tested appliances at a site, with where each is. Sales Base works out the next check, every six or twelve months to start with, and keeps an “assets due” list, soonest first, so the renewals are never missed. You can send the customer a reminder before each is due.
The date for each is yours to set. Sales Base keeps the record and the reminder, it does not decide what a site needs.
- Where each asset is, with its type
- The next check worked out for you
- An assets-due list, overdue first
- Reminder emails to customers
Visits, contracts and the engineers you send
Customers, visits, service contracts and engineers, in your words. The starter price list has an extinguisher service, a fire alarm service, an emergency lighting test, PAT testing, a fire door inspection and extinguisher supply, each with a checklist. Keep each engineer’s certificates with an expiry reminder, and the risk assessments and method statements for the work, which the crew see on the visit.
- Starter services with checklists
- Certificates with expiry reminders
- Risk assessments the crew see on the visit
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
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