By NDT Pilot team 5 min read
Why it matters
Most inspection companies start on document templates, and that's a sensible choice. The trouble shows up gradually: more crews, more customers, more revisions, and more people asking where the latest version is.
The warning signs
- The same customer, site, and asset details are typed into the request, the report, and the invoice.
- Nobody can say with confidence which file is the approved revision.
- Reviewers find out a report is waiting only when someone phones them.
- Certification and calibration dates are in a spreadsheet that's checked 'when someone remembers'.
- Customers email asking for copies of reports you've already sent.
- Finance learns a job is finished days or weeks after the report went out.
- An auditor asks who approved a report and when, and it takes an afternoon to answer.
What to do next
Pick the sign that costs you the most and fix that first. For most teams it's either review visibility or duplicate data entry, since both touch every job.
See how NDT Pilot handles this