How it works
A capable partner.
Across the whole shop.
Calls, crews, equipment, maintenance, customer updates and the money. Bolt keeps the details connected, so the next person can pick up the work.
Have a plan.
Even after the
first phone call.
Keep service requests, maintenance and approved repairs in one place. Bolt helps you review the schedule and assign the crew, with the job and equipment details in view.
- Capture the important details when a service request comes in.
- Maintenance and approved repairs fit into the same plan.
- Keep the crew’s assignment and job details up to date.
Illustrative workflow
Tuesday, lined up.
Ready for the crewQuarterly PM · 4 rooftop units · roof access in job notes
Approved belt replacement · parts noted on the job
Capacity held for urgent service
Good with a nut driver.
No typing test required.
Your tech opens the job and has the site details, equipment history and scope. They can talk, type or take photos as they work. Bolt organizes the information without making everyone stop to fill out the same thing twice.
Notes, recorded voice, photos and drafts stay on the phone without reception and sync when it returns. Live conversations with Bolt need a connection.
3 notes · 4 photos · hours recorded
Know the unit.
Before you open it.
The readings. The repair. The thing to keep an eye on next time. Bolt keeps it all with the right unit, so the next technician starts with what the last one learned.
- Know which unit you’re looking at.
- Pick up where the last technician left off.
- Make repair and replacement decisions with a history.
RTU-2
East offices · Roof hatch B
Alex · Photo and service note attached.
Filters changed. Belt condition noted for next visit.
The next tech starts with what the last tech learned.
Illustrative equipment record
The customer sees
what you’re taking care of.
Clear reports. Approved repairs recorded against the equipment. Useful choices when a bigger decision is needed. The office can see what’s finished and what still needs follow-up.
Illustrative workflow
A clear update for Westmere.
Ready for reviewWork completed
Four rooftop units serviced. RTU-2 belt replaced as approved. Operation checked after repair.
What needs a decision
RTU-4 condenser coil is deteriorating. A separate replacement proposal is ready for your review.
Bolt helps with the work.
You make the call.
Ask Bolt to help with the schedule, records and paperwork. Review consequential actions before they go ahead.
- ROUTINE
Keep it moving.
Prepare the visit, organize the notes and draft the report, quote or invoice.
- DECISION
Bring the whole question.
Review the proposed action and its details before confirming a change or customer communication.
- RECORD
Make it easy to check.
See what happened and why. Correct the record without losing the original note or hiding a change.
A few useful answers.
Does the team have to talk to AI all day?
No. Use the screen, type a note, take a photo or talk when it’s convenient. Bolt is there to get work done. It shouldn’t become another conversation everyone has to manage.
Will Bolt make every repair decision?
Your technicians assess the equipment. Your customer agrees to the scope. Keep that decision with the job, then record what was actually completed.
How do maintenance agreements affect billing?
Review the agreement’s scope alongside the recorded work. Keep included maintenance, completed extras and proposed repairs separate when preparing the invoice.
Can this work with our accounting system?
We work through your accounting setup before the move and verify the handoff with real examples. Bring the system name and edition to the walkthrough so we can confirm the supported path.
A bigger business.
And a life outside it.
Good customers. A crew you’re proud of. Fewer things following you home.