Every serviced device carries its own maintenance calendar. Approaching due dates open work orders automatically, assign the right field technician by region, notify the client facility, and — once the job closes — generate the signed calibration certificate and file it against the device's history.
Typical results
0
Missed calibrations in 12 months
3,000
Devices tracked
3 hrs/wk
Scheduling admin
Same day
Certificate delivery
Figures reflect typical results for this kind of automation.
The challenge
Three thousand devices across two hundred client facilities had calibration deadlines living in a spreadsheet the operations manager updated by hand. Deadlines slipped past unnoticed, clients discovered lapses during their own audits, technicians drove inefficient routes, and every missed calibration meant an angry call and a contract at risk.
Before and after
Missed calibrations per quarter
−100%Scheduling admin per week
−80%Days to certificate delivery
−90%The automation
We registered every device in a central database with its location and calibration interval. Thirty days before a due date, a Make scenario opens a work order, assigns a field technician by region and certification, and emails the facility a confirmed visit window. The technician completes a digital checklist on site; the system generates the signed calibration certificate instantly, sends it to the client, and files it against the device.
How it works
- 01
Device registered
Every serviced device enters the registry with its location, model, and calibration interval.
- 02
Work order opens itself
Thirty days before a due date, the engine generates a work order automatically.
- 03
Technician assigned
Dispatch matches by region and certification; the facility receives a confirmed visit window.
- 04
Digital checklist on site
The field technician completes the calibration on a mobile checklist, step by step.
- 05
Certificate on completion
The signed calibration certificate generates instantly, emails the client, and files to the device history.
Starts from
- Serviced device registry
- Maintenance calendars
Delivers
- Regional tech dispatch
- Facility notification
- Signed calibration certificate
The impact
Missed calibrations typically drop to zero across three thousand tracked devices — down from about seven per quarter. Scheduling admin falls from fifteen hours a week to three, certificates reach clients the same day instead of ten days later, and the audit trail becomes a selling point at contract renewal.
Questions about this automation
When is a work order created?
Every device in the registry carries its own calibration interval. Thirty days before a due date, the automation opens a work order with the device model, location and service history, so the operations team has time to plan visits and the facility is never surprised by a lapsed calibration.
How is the right technician chosen?
The work order is matched to a field technician by region and by the certifications needed for that device type. Once assigned, the facility receives an email with a confirmed visit window. Jobs that cannot be matched, for example when no certified technician is free, are flagged to the operations manager.
How is the calibration certificate produced?
On site, the technician works through a digital checklist on a phone or tablet. When the checklist is completed and signed, the automation generates the calibration certificate, emails it to the facility and files it against the device's history, building an audit trail that is ready whenever a facility asks.