Residential | Commercial

Document Control Specialist

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document control

We've Got You Covered!

Your Reliable Document Control Specialist

Bolt Mechanical, Inc. helps our customers navigate the document control process in order mitigate risk and produce and retain copies of the necessary State Forms. We become your document control specialist because you can manage everything in our Customer Portal and Cloud.

State Marshal Forms

Automatic Extinguishing Systems (AES) Forms are developed by the Office of the State Fire Marshal. These forms will be used to record the results of all inspections, testing, and maintenance of water-based fire protection systems, engineered and pre-engineered fire protection systems.  They are part of the BMI Customer portal document control system.

Work Order Dispatch and Reports

Our Document Control, Work Order and Dispatch system, delivers all of the key features you’d want in this technical world.

Work Orders

  • Our drag-and-drop scheduler allows us to assign service tasks
  • Flag jobs that are multi-day and enter start and end dates
  • Flag jobs that repeat and set parameters for how often the system should recreate the work order
  • Our service technicians can summarize what was done on a job and leave recommendations for the customer
    Full diagnostic checklist

Dispatch

  • We have an inline grid that organizes jobs, estimates, and calendar tasks by technician and start date. The grid can be viewed daily or weekly
  • Drag-and-drop to schedule appointments and service tasks
  • A GPS tracking map is available for enhanced scheduling.
  • Dispatch zones for specific technicians are determined based on their job experience.
  • Reassign appointments directly from the map view for fast making changes
  • We provide real-time updates to the field via text or call.
  • Manually change job statuses from a drop-down menu
  • Quick edition sub-statuses to jobs for better communication

Customers

  • A log of actions taken for a specific customer, including messages, tasks, and emails
  • A searchable database that includes customer records, address, name, contact details, and tags
  • A way to communicate with customers via SMS texts, including job details and live updates

Our document control software is a cloud-based platform that offers a variety of features to help us manage customer service requests and technicians. Other features include a built-in time tracker, invoicing and on-site payments (when activated), customer management, service call tracking, and eSign for field service agreements.

The Compliance Engine

AHJ’s Connection to Compliance:

Our Document Control Compliance Engine is an internet-based tool designed to help Fire Prevention Bureaus, Water Departments, and Building Departments track and maintain inspection and testing code compliance.

It provides a secure cloud environment for contractors to submit reports to authorities, facilitating efficient review and follow-up processes. BRYCER also offers proactive services such as notifications, call services, analytics, consultation, 24hr support, and market education to increase testing and maintenance activity in a jurisdiction.

The Compliance Engine provides a comprehensive and accurate aggregation of data about buildings’ systems and potential deficiencies, enabling Code Officials to achieve 100% compliance with adopted laws.

TCE Service:

BRYCER prioritizes customer satisfaction by providing exceptional service, reliable solutions, and a reliable partnership. They prioritize customer needs and requests, offer 24/7 availability, and address issues promptly. They treat everyone with respect, empower customers and employees, and take pride in their company. They strive to create a safer environment and foster a fun culture, ensuring a positive and reliable partnership for all.

Contact TCE here.

BMI Customer Portal

Our Customer Portal allows customers to:

  • View and schedule appointments
  • See job progress
  • Update contact information and addresses
  • Request new jobs
  • Submit up to four photos for an online estimate
  • Update communication preferences

Details

How to access: Customers must have an account, which can be created by our office or by simply going to our Web Portal and setting up an account.

Once the account has been created, go to the web portal, either by visiting our website and logging in via the Login tab or clicking the link in the email when the account was created for you, there you can see and maintain your account info and details, request services, new estimate, view job history and see the status of those jobs.

When requesting Service, fill out each field and move forward with filling out each section and the click continue at the bottom of the screen.

Click continue and then you will see a summary page, make any necessary changes, click submit Service Request and you are done!

You will then see a confirmation page where you are able to either check the Service History or navigate away from the page when you are done.

Our office staff will call you confirming the job, if the date is available, confirming the date/time of the job.

If you would like to learn more about Bolt Mechanical or Document Control please contact us.

Customer Cloud Storage

Our BMI Customer Cloud Storage access via Microsoft OneDrive provides our customers with access to all of their State Fire Marshall and Job reports. Document Control  is very useful during risk management, team meetings, and site visits by your local fire department.

Key Features:

  • Your folders are automatically backed up.
  • Accessible and available across all of your devices, your files stay safe and always with you.
  • Your files are available online on your Windows PC or Mac, as well as in the OneDrive mobile app, allowing you to view or edit files while on the go.
  • By default, files are downloaded only when you need to access them. However, if you plan to access a file while disconnected from the internet, make the file available offline by right-clicking it and then selecting Always keep on this device.
  • Alternatively, if you want to free up space on your device and remove the downloaded copy of a file, right-click the file and then select Free up space. Your files stay available via our BMI Cloud!

LA City Reg 4 Reports

At Bolt Mechanical we make sure you are up to date on the necessary reports. The Los Angeles Fire Code gives the Fire Chief authority to make rules for the protection of life and property. These rules are known as “Regulations.”

At the direction of the Fire Chief, throughout 1966 the Bureau of Fire Prevention and Public Safety (BFP&PS) developed criteria and standards for performance testing of fire protection equipment and systems.