In NodusGO Documents you write a service report, a calibration certificate or your terms & conditions once, as a template. The platform fills in the customer, the site, the unit and the line items wherever it is used, and every PDF carries your own footer and cover page.
Pick what a template is about, such as a quote, a service order or a product unit, and insert any field it leads to. Lists become tables with a row per item, and fields only a person can know are asked for when the document is generated.
Customer, site, contacts, company and office details filled in
Tables that repeat per line item, contact or unit
Asked fields and checkboxes, optionally required
Calibration certificates, test reports, inspection reports and certificates of conformity are numbered and generated for one product unit: after calibrating it on a service order, for each unit an equipment order produces, or from the unit's own page.
Calibration dates filled in after a calibration on site
Ready to Ship can wait until every unit has its certificate
Saved with the unit's documents and history
A technician's report starts from your report template. Risk assessments, method statements and checklists are generated from the service order as numbered PDFs, and can be required before work starts or before the order is completed.
Report templates for the technician's report
Risk assessments and method statements from the order
Required documents on the order's checklist
Terms & conditions and cover letters are kept on the request, shared by every quote revision, and sent with the quote email as their own PDF. A required document holds the quote back until its PDF is saved.
Sent with the quote, also when it is sent automatically
Locked once sent: a change is a new revision
Defaults per office, limited to the records they suit
Named footers for the company, an office or a kind of PDF, cover pages for the standard PDFs, and PDF styles such as a cover or a single bordered page that each template can use. Templates are kept in folders and previewed with a real record before anyone uses them.
Footers per company, office or PDF type
Cover pages and one-page bordered styles
Template folders, duplicates and a full change history
NodusGO follows every unit you sell, from quote and order through production, shipment and installation to warranty, service and repair, with a customer portal on top. Your team runs on the same platform: expenses, overtime, holidays and documents.
One platform. Every team. Complete clarity.