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Office review workflow

Built for the
office queue.

The office should not have to hunt through every worksheet answer to know what happens next. Door Ops puts the review, edit, and send workflow in one place.

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A submitted service sheet with the AI summary of defects and actions, and the customer branding panel
Built for UK door contractors
Designed for engineers on site
Secure, simple and reliable

How it works

From submission to sent paperwork.

Real Door Ops screens from a sample door company. Review, edits and branded PDFs are on every plan; the AI summary is on Core and Plus.

  1. Step 1: See what is waiting

    Every returned sheet lands in one register, newest first, and stays marked awaiting review until someone has checked it.

    • Filter by customer, form, status or date
    • Archive the ones you do not need
    Submissions register listing returned sheets awaiting review, with door, customer and engineer

  2. Step 2: Read the summary first

    Door Ops sums up the visit in a line, lists the defects by severity and the actions by urgency, and marks anything fixed on site.

    • The full answers sit underneath
    • Regenerate the summary if the sheet changes
    A submitted service sheet with the AI summary of defects and actions, and the customer branding panel

  3. Step 3: Check the evidence

    Open each photo at full size and choose which ones the customer gets. Drag them into the order you want.

    • Internal photos stay off the customer report
    • Download the full-resolution original
    Photos on a submitted sheet, each with a caption and a customer-receives-this tick box

  4. Step 4: Fix the wording, keep the trail

    Correct an answer or tidy the engineer’s notes. Nothing changes until you save, and every change is kept with your name and what the sheet said before.

    • Add a reason for the change
    • Restore the original answer in one click
    Editing a submitted sheet: every change is kept against the editor’s name with what the sheet said before

  5. Step 5: Preview it, then send it

    See the branded report exactly as the customer will, then download it or email it. If it was for internal use only, mark it as not sending.

    • Uses the customer’s branding when you have assigned one
    • Marking it reviewed is an office check and sends nothing on its own
    Branded service report with the company logo, customer, outcome, summary of defects and actions, and the answers

Why it matters

One place to review and send.

Door Ops focuses on the live workflow that saves time now: capture the worksheet, review the summary, send the paperwork.

Internal notes stay internal

Keep office-only context separate from the cleaner summary that goes to customers.

Reduce paperwork mistakes

Edit before PDF

Fix wording, tidy engineer notes, and decide what customers should see before the PDF is sent.

Office control

Review status attached

Track what has been submitted, reviewed, edited, downloaded, or sent.

Submission history

Next pages

Keep exploring.

AI action summaries

See the summary that starts the review queue.

Branded PDFs

See the customer-ready output after review.

Common questions

Can admin change engineer wording?

Yes. Door Ops is designed for office review before customer paperwork is sent.

Can internal notes be kept off customer PDFs?

Yes. Internal and customer-facing notes are separated in the review workflow.

Who is this page for?

Office managers, coordinators, and admin staff handling worksheet review, follow-ups, and customer paperwork.

Put your next worksheet through Door Ops.

Create a Door Ops form from a preset, collect the worksheet from site, review the AI summary, and send a branded PDF. Try Door Ops free for 30 days.

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