Installed before its service customer exists
Doors, lifts, HVAC and building systems are specified by an architect, bought by a contractor and installed during construction. The occupant who pays for service arrives later, with no link to the maker. The technician on site is the one person who sees the installation, and ATLAS turns that visit into a record.
- Address filled from the position
- Business at the site selected from a list
- Building owner proposed with its confidence
- Serial plates read from the photograph
- Competitor equipment recorded as leads
- Every visit registers the installation, its building and its equipment.
Forms that follow your product range
Each company sets its own capture form: categories, fields and values, photographs per field and rules that show a field only when it applies. A doors maker and a lift maker capture different details from the same app.
Owner and business at the building
ATLAS proposes the most likely owner of the building from the position, nearby businesses and public data, with its confidence. The technician selects the business operating on site, and a residential address is complete with the address alone.
Leads that arrive with a brief
Each capture produces a lead brief with the building, the owner, the business on site, the equipment and the photographs. Leads enter a queue with their status, and competitor equipment becomes a replacement or service lead.
The installed base, building by building
The manager dashboard shows every capture on a map, with your own field names, search in every answer and the photographs under each field. Captures export with every field and photograph link to your installed base system.
- Map with density view
- Search in every answer
- Photographs under each field
- Export to your installed base system
The field complement to SENTINEL
SENTINEL registers the units you ship with a tracker. ATLAS Field IB capture registers what your technicians find on site, including installations made through contractors and older units that were never tracked. Together they cover the installed base from factory shipments to site visits.
