See it work, start to finish.
One planned visit, eight days out with nobody booked. Watch fluctor notice it, trace it, hand it to an agent and keep watch on all the others.
Tallis Service is an example of a maintenance company with technicians on the road. Its people make the calls, its agents do the paperwork.

A planned visit that is coming due with nobody booked. Here is what fluctor does with it, step by step.
On 22 June the quarterly visit to blast freezer BF-1 is eight days from its deadline, 30 June. fluctor raises a Due Soon signal, High, with page 4 of the Northgate service contract as its source.
Explore opens the machine and follows it to its last call-outs, the Northgate file, contract SC-2291 and clause 6.2: a missed visit means a €1,440 credit to the customer. In the job plan for week 26 the visit is marked not booked.
One click on Automate this opens the chat. The agent is described in a sentence: when a planned visit is due soon and nobody is booked, propose a day from the job plan and email the customer.
The first run stops before anything is sent. The email to Pat Hanley at Northgate proposes Thursday 25 June with Mairead Cole, notice attached. Approve this run sends this one; with Always allow for this agent, the next ones go out on their own. fluctor books no technician; people do that once Northgate has answered.
A sentence in the chat builds the dashboard of service visits by machine. BF-1 shows as proposed for 25 June, the four other visits of the week as booked.
One planned visit, eight days out with nobody booked. Watch fluctor notice it, trace it, hand it to an agent and keep watch on all the others.


Every answer comes with the file it was read from.
On 30 June 2026, in 8 days. If a planned visit is missed, clause 6.2 credits 5% of the annual fee, €1,440, to the customer.
Source: service_contract_northgate.docx
No. Report 0586 was signed on site on 12 June and lists two fan motors, a contactor and 8 kg of refrigerant. There is no invoice on file. Est. €1,241 outstanding.
Source: service_report_0586.jpg
On 30 September 2026, for 12 more months at today’s prices. Notice has to be given by 2 July, in 10 days. Northgate had 9 call-outs this quarter, 3 is usual.
Source: service_contract_northgate.docx
9 times since 8 April, 7 of them for chiller CH-3. Its fan motors were replaced on 12 June.
Source: Call-out log, Northgate
Contracts, service reports and customer emails stay in-house: hosted in the EU or entirely on your own servers.
A demo on your own contracts and service reports, with your real inbox and files, not on slides.