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Industries · Repair & equipment

Daybook for repair & equipment.

Appliance repair, heavy equipment repair, mobile mechanic, small engine repair, equipment rental, welding & fabrication and locksmith & access control: what Daybook does for each one, in that trade’s own words.

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Appliance repairHeavy equipment repairMobile mechanicSmall engine repairEquipment rentalWelding & fabricationLocksmith & access controlAll trades

Appliance repair

The CRM that quotes at the model tag.

Daybook runs an appliance repair company end to end: a request becomes a booked service call, the tech reads the model tag and quotes the part from your own price list, and the service call report, the warranty claim sheet and the commercial kitchen visit are filled in on the phone — the error code, the part number, the full cycle run. Then the invoice, with GST/HST by province.

See the schedule
The job “Michael Beaulieu — Dishwasher” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

Appliance repair

The CRM that quotes at the model tag.

Daybook runs an appliance repair company end to end: a request becomes a booked service call, the tech reads the model tag and quotes the part from your own price list, and the service call report, the warranty claim sheet and the commercial kitchen visit are filled in on the phone — the error code, the part number, the full cycle run. Then the invoice, with GST/HST by province.

  • The price given in the laundry room. A request becomes a booked service call, and once the call is done the job’s next step is Mark won — with a quote there when the job needs one.
  • The part landed, and which machine was it for. The machine stays on file at the address — make, model and serial — and the service call report keeps the error code and the part number that was ordered, so the return visit starts from the right machine.
  • The claim the manufacturer sent back. The warranty claim sheet wants the claim number, the model and serial, proof of purchase seen, the labour time, the photographs and the customer’s signature — and the job is not complete until it is filled in.
See the schedule

Heavy equipment repair

The CRM that goes out to the machine.

Daybook runs a heavy equipment repair shop end to end: a machine-down call becomes a booked service call, the truck goes out, the tech prices the fix where the machine stands from your own price list, and the field service report is filled in on the phone — the serial, the hour meter, the fault code, what was found. Then the invoice, with GST/HST by province.

See the schedule
The job “David Underhill — Hydraulics” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, what is time-sensitive, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

Heavy equipment repair

The CRM that goes out to the machine.

Daybook runs a heavy equipment repair shop end to end: a machine-down call becomes a booked service call, the truck goes out, the tech prices the fix where the machine stands from your own price list, and the field service report is filled in on the phone — the serial, the hour meter, the fault code, what was found. Then the invoice, with GST/HST by province.

  • The machine is down, and which machine. The machine stays on file under the customer — make and model, serial or PIN, hour meter and unit number — with a history of every job it was on, and the field service report keeps the fault code, what was found and the readings.
  • The 500-hour service that came at 730. The scheduled service sheet records the hour meter at service, the interval, what was done, the oil samples taken and the hours the next one is due at — and the machine on file carries the date its next service is due.
  • The invoice built from memory. The field service report has what was found, the work done, the parts used and the readings on it, the price list has the call-out, the travel, the field rate and the hose by the foot — and a finished call offers its invoice the moment it is marked complete.
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Mobile mechanic

The CRM that quotes in the driveway.

Daybook runs a mobile mechanic’s business end to end: a request becomes a booked service call, the technician scans the vehicle where it is parked and prices the fix from your own price list, and the service call report is filled in on the phone — the year, make and model, the VIN, the codes, whether it is safe to drive. Then the invoice, with GST/HST by province.

See the schedule
The job “Trevor Raman — No-start & battery” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

Mobile mechanic

The CRM that quotes in the driveway.

Daybook runs a mobile mechanic’s business end to end: a request becomes a booked service call, the technician scans the vehicle where it is parked and prices the fix from your own price list, and the service call report is filled in on the phone — the year, make and model, the VIN, the codes, whether it is safe to drive. Then the invoice, with GST/HST by province.

  • Which vehicle, and what was the code. The vehicle stays on file under the client — make and model, VIN, plate and odometer — with a history of every job it was on, and the service call report keeps the codes, the work done and whether it was safe to drive as left.
  • The fleet, and the van that got missed. A company’s vans are filed as fleet maintenance whatever the work, each unit gets its own maintenance sheet — the mileage in, what was checked and done, what is due next — and a recurring job keeps the yard visits on the schedule.
  • The buyer wants the answer tonight. The pre-purchase inspection report wants the vehicle, the VIN and the mileage, what was checked, what was found, the verdict and the photographs, signed by the technician — and the job is not complete until it is filled in.
See the schedule

Small engine repair

The CRM that knows which machine is on the bench.

Daybook runs a small engine shop end to end: a request becomes a booked repair, the machine is dropped off or picked up, its make, model and serial sit on the job, and the fix is quoted from your own price list before the teardown goes further. The intake tag, the bench report and the seasonal sheet are filled in on the phone. Then the invoice, with GST/HST by province.

See the schedule
The job “Hana Underhill — Snowblower” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves, what is waiting on us and the next step.

Small engine repair

The CRM that knows which machine is on the bench.

Daybook runs a small engine shop end to end: a request becomes a booked repair, the machine is dropped off or picked up, its make, model and serial sit on the job, and the fix is quoted from your own price list before the teardown goes further. The intake tag, the bench report and the seasonal sheet are filled in on the phone. Then the invoice, with GST/HST by province.

  • Twelve mowers on the rack, and whose is whose. The intake tag is a sheet on the job: the make and model, how the machine arrived, what the owner says it is doing, its condition and the photographs as it came in — and the machine stays on the customer’s file for next season.
  • The repair that went past the limit. The intake tag has the owner’s authorization limit on it, the fix is quoted off your own price list before the teardown goes further, and the quote is approved — or sent back for a revision — in the client’s portal.
  • It went home Friday and came back Monday. The bench repair report wants the fault found, the work done, the test run and the safety checks — guards, kill switch, brake, chain brake — and the job is not complete until it is filled in.
See the schedule

Equipment rental

The CRM that reads the meter at both ends.

Daybook runs a rental yard end to end: a request is booked straight onto the calendar as the delivery, the unit sits on the job, and the check-out sheet is filled in on the phone before it leaves — the hour meter, the fuel, the marks on it, the customer’s signature. The check-in sheet does the same when it comes back, and the invoice follows, with GST/HST by province.

See the schedule
The job “Neil Achebe — Long-term & contract” in Daybook, and its brief: “Work starts Monday, October 12”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts and what the customer asked for (each with the message it came from).

Equipment rental

The CRM that reads the meter at both ends.

Daybook runs a rental yard end to end: a request is booked straight onto the calendar as the delivery, the unit sits on the job, and the check-out sheet is filled in on the phone before it leaves — the hour meter, the fuel, the marks on it, the customer’s signature. The check-in sheet does the same when it comes back, and the invoice follows, with GST/HST by province.

  • Who put the dent in the door. The check-out sheet takes the existing damage and photographs of all four sides, the meter and the data plate before the unit leaves, with the customer’s signature on that condition — and the check-in sheet takes the new damage beside it.
  • The hours, and the fuel. Hour meter out and hour meter in, fuel out and fuel in, on two sheets on the same job — and the check-in sheet has a place for what is billable on return: refuel, cleaning, overtime hours, new damage, a missing attachment, a late return.
  • The machine is down, and the site is waiting. The breakdown and swap-out sheet records the unit down, the meter at the call, what the customer reported and what happened next — sorted on site, swapped, hauled back — with places for the replacement unit and the hours or days credited.
See the schedule

Welding & fabrication

The CRM that prices the steel, the shop hour and the finish.

Daybook runs a welding and fab shop end to end: the quote is built from your own price list — railing by the foot, stairs by the flight, shop time by the hour; an install and handover sheet rides on every job type, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

See the quote builder
The job “Brett Chen — Trailer & equipment repair” in Daybook, and its brief: “Work starts Wednesday, October 7”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from) and suggested next moves.

Welding & fabrication

The CRM that prices the steel, the shop hour and the finish.

Daybook runs a welding and fab shop end to end: the quote is built from your own price list — railing by the foot, stairs by the flight, shop time by the hour; an install and handover sheet rides on every job type, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

  • A railing priced off a sketch. The site measure sheet keeps the dimensions, the material, the finish and how it mounts, signed by the customer; the quote is built from your own labelled list — railing by the linear foot, a stair by the flight, a gate by the opening, shop time by the hour, the galvanizing on its own line — with the margin beside the price on every line.
  • Three weeks at the bench, and nothing written down. The fit-up and weld log keeps the date, who was at the bench, the material used, the process and what was fitted and welded, with places for what was checked before it left the bench, the rework and the photographs — on the job, where the office can find it.
  • A field weld left bare. The install and handover sheet rides on every job: what was in place before the first spark, how it was anchored, whether the field welds and cuts were touched up, the photographs installed and the customer’s sign-off, with a place for the deficiency list and the date it is due — and the job is not complete until it is answered.
See the quote builder

Locksmith & access control

The CRM that quotes at the door.

Daybook runs a locksmith company end to end: a request becomes a booked service call, the locksmith quotes at the door from your own price list, and the service call report, the key schedule and the commissioning sheet are filled in on the phone — who proved they may have it opened, the keyway, who holds which keys. Then the invoice, with GST/HST by province.

See the schedule
The job “Ana Nguyen — Lock & deadbolt install” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves, what is waiting on us and the next step.

Locksmith & access control

The CRM that quotes at the door.

Daybook runs a locksmith company end to end: a request becomes a booked service call, the locksmith quotes at the door from your own price list, and the service call report, the key schedule and the commissioning sheet are filled in on the phone — who proved they may have it opened, the keyway, who holds which keys. Then the invoice, with GST/HST by province.

  • Who did we open that door for. The service call report wants the door, the reason for the call, whether ID and proof of authority were checked before opening, and the work done — on the job, with the day and the locksmith who went.
  • Who has a key to the building. The rekey and key schedule records the cylinders rekeyed, the keyway, how they are keyed, the keys cut and who each was issued to, whether the old keys were collected, and every door tested with the new key.
  • The keypad that still opens on the factory code. The commissioning sheet wants the lock or panel, the doors on the system, what was commissioned, who the admin account was handed to, the default codes removed and the customer walked through adding and removing a user — and the job is not complete until it is filled in.
See the schedule

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