Identification
Unique tag, linked drawing reference, and asset number to ensure traceability across systems and work orders.
A clear, consistent record reduces installation errors, supports code compliance, and improves safety planning. It creates an auditable trail for inspections, warranty claims, and future maintenance budgeting.
Tailor the level of technical detail to the intended audience: installers require technical specs; managers need dates and service history.
Unique tag, linked drawing reference, and asset number to ensure traceability across systems and work orders.
Precise dimensions, material, fire rating, and thermal or acoustic properties required for ordering and compliance.
Full list of hinges, closers, locks, and thresholds with manufacturer and model to support repairs and replacements.
Accessibility, egress, and fire code references with citations to local code sections where applicable.
Dates, actions, technician name, and parts used to provide a clear service history for warranty and audits.
Photos, manufacturer cut sheets, and permit or inspection reports attached as supporting documents.
| Field | Configuration |
|---|---|
| Assign ID | Auto-generate sequential asset numbers |
| Photo Upload | Allow JPEG/PNG, required for entries |
| Supervisor Sign | Role-based approval required |
| Archive Path | Save to building folder in records system |
Ensure selected solutions meet your organization’s security and retention policies while enabling mobile field capture and centralized access.
| Criteria | Electronic Signature | Digital Signature |
|---|---|---|
| Definition | any electronic mark | pki-based cryptographic signature |
| Legal Status | covered by esign/ueta | covered and technically stronger |
| Non-repudiation | audit trail dependent | certificate and cryptographic proof |
| Use Cases | permits, approvals, general contracts | high-assurance regulatory or fda records |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |