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Industry Pack - Forklift and Heavy Lifting Machinery
The Forklift & Heavy Lifting Machinery industry pack comes fully loaded with comprehensive dashboards, key reports and essential forms designed to streamline your operations, ensure compliance and maximise performance.
by Joblogic Marketplace
The Forklift & Heavy Lifting Machinery Industry Pack is a robust solution designed to meet the unique needs of businesses specialising in forklifts and heavy lifting machinery. Packed with advanced dashboards, essential reports, and crucial forms, this pack ensures compliance, streamlines your operations, and optimises performance across all aspects of your business.
This industry pack provides:
- 6 Dashboards: Gain real-time insights into financial performance, maintenance schedules, work-in-progress, and sales pipelines to support strategic decision-making and operational efficiency.
- 8 Crucial Forms: Ensure compliance with industry standards such as LOLER, PUWER, IPAF, and Irish safety regulations with tools like the Report of Thorough Examination (CFTSTE) and MEWP-specific forms. These forms update a real-time CFTS dashboard to help you maintain safety, protect your workforce, and excel operationally.
- 36 Key Reports: Monitor operational performance, track financial metrics, and manage customer insights with reports designed to enhance satisfaction and profitability.
01
Specialist Dashboards
Finance Dashboard – Monitor invoicing, revenue, and overdue balances for equipment servicing and hire.
PPM Dashboard – Track planned maintenance schedules, overdue inspections, and contract performance.
Quotes Dashboard – Review sales opportunities, quote approval rates, and conversion performance.
Engineer Productivity Dashboard – Measure utilisation, travel vs. work ratios, and job completion times.
Asset Compliance Dashboard – View inspection results, service history, and compliance status for lifting equipment.
Job Profitability Dashboard – Analyse margins for each job or contract to optimise pricing and resources.
02
Compliance & Safety Forms
LOLER Thorough Examination Report (Lifting Operations and Lifting Equipment Regulations)
PUWER Inspection Checklist (Provision and Use of Work Equipment Regulations)
Forklift Daily Operator Checklist
Heavy Lifting Machinery Service Report
Dynamic Risk Assessment Form
Incident & Near-Miss Report
Fully aligned with UK safety standards for lifting operations and workplace equipment.
03
Comprehensive Reporting Suite
36+ Pre-Built Reports including:
- Asset Service & Inspection Logs
- Job Tracker & Completion Reports
- Engineer Timesheets & Attendance Reports
- PPM Contract Analysis
- Invoice & Purchase Order Logs
- Stock Usage & Inventory Reports
- Customer & Site Performance Analysis
Monthly plan
Free
To read our handy guide with the full breakdown, click here. Alternatively, watch our video guide here.
Version
1.0.0
Categories
Industry specific tools
Recommended for
Service delivery team
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