Documentation for regulated businesses

Every job documented. Every change traceable.

MonteurPlan Protocol automatically records who did what, when, and why - and delivers a complete proof trail for audits, complaints, or authority requests at the push of a button.

Demo - no signup, no installation
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MonteurPlan Protokoll Demo-Oberfläche für Nachweisführung im Handwerk

The problem

Missing proof gets expensive

When jobs are documented on paper and from memory, the proof is gone when it matters:

Gaps in the history

Who was at the customer and when? Nobody knows exactly anymore - and nobody can prove it.

Disputes on complaints

The customer says the service never happened. Without proof, it is one word against another.

Pressure during audits

F-gas, gas checks, retention periods: when proof is missing, fines can follow.

MonteurPlan Protocol records every action automatically and immutably - complete, with evidence, and with the reason.

You do not have to document anything extra. It happens by itself - and it is ready for the next inspection.

History

Every step lands in the timeline automatically

From creation to rescheduling to completion, every action is captured in a chronological timeline. Nobody has to remember to write it down.

In the demo

  • Example job Bakery Wolf with complete history
  • Created -> assigned -> moved -> completed on site -> closed
  • Continuous line shows: no gap
GIF 02
Complete history/The AuditTimeline scrolls event by event with timestamp and actor.

Changes

See what changed - and why

For every change, the system keeps the old value, the new value, and the reason. Every move or cancellation stays understandable.

In the demo

  • Appointment moved from Wed 09:00 to 11:00
  • Before/after values are shown side by side
  • Reason Customer unavailable is stored
GIF 03
Before/after/Click a change event, EventDetailDrawer opens, DiffView shows old and new values.

Evidence

Photo and signature attached to the job

Equipment photo, measurements, customer signature - every document stays attached to the correct job. Nothing gets lost, nothing sits on a technician's phone.

In the demo

  • Capture customer signature in the signature field
  • Attach equipment photo to the job
  • Evidence appears in the history immediately
GIF 04
Evidence/SignatureCapture is signed, photo is attached, both evidence items appear in purple in the timeline.

Audit safety

Once closed, it cannot be changed

Closed entries cannot be edited or deleted afterwards, only supplemented. An integrity marker confirms that nothing was manipulated.

In the demo

  • Closed entry shows a lock icon
  • Tooltip Entry unchanged
  • Corrections are added as a new supplemental entry
GIF 05
Integrity/Cursor hovers over the IntegrityBadge of a closed event: green lock and tooltip.

Audit & export

The finished proof package for inspection

Choose a period, filter, export - and the complete, ordered proof report is ready. Exactly what authorities or auditors need to see.

In the demo

  • Filter by period and technician
  • Review the finished report preview
  • Compliance overview shows missing evidence
GIF 06
Audit report/AuditFilterBar sets a period, AuditReportPreview builds, ExportDialog opens with PDF export.

That simple

Three steps to complete proof

01

Work as usual

Plan and complete your jobs normally.

02

Logged automatically

Every action lands in the history by itself - with time, actor, and evidence.

03

Prove it on demand

For audits or complaints, export the finished report. Done.

See what complete documentation looks like

The demo runs entirely in the browser with sample data. Nothing is saved, and you cannot break anything.

This is a demonstration prototype. Krueger Haustechnik GmbH is a fictional example company. No real data is processed or stored. The integrity check is visually simulated for demo purposes.