DOCUMENT CONTROL FOR Pump & Compressor Manufacturers

The databook is the deliverable. The submittal cycle is the work.

Pumps, compressors, VFDs, and drives carry long submittal and resubmittal cycles before final databooks release payment. DocBoss runs that cycle in your customer’s required formats, tracking every return and compiling final books from documents tracked all along.

Built for rotating equipment and drives on project work

Rotating equipment and drive orders carry complex sub-supplier document loads and strict customer submission requirements. Because document sets are engineered per order, DocBoss automates the tracking, expediting, and multi-book compilations that follow.

Building wider process skids, fired heaters, or packaged systems as well? Visit Engineered Equipment Suppliers.

The pump is a tag. So are its components.

A pump, compressor or drive is rarely one document set: the motor, the seals, the instruments mounted with it each carry documents of their own.

Equipment can be brought in two tiers, the machine as the major tag and its components tagged beneath it, so each document attaches at the right tier, cover pages and the SDI carry the right tag, and the book can be sliced per machine with everything that belongs to it inside.

Expediting runs in both directions

Your sub-suppliers owe you documents; your customers owe you returns.

DocBoss tracks the due date out and the expected date back separately, and expedite reports are generated on demand across the projects and parties you select, previewed with their email before anything sends.

Standing reports run on their own: overdue documents, status changes, submittals the customer has not downloaded, so the reminder goes out while it still matters.

The MRB, the quality book, the dispatch book: built, not gathered

Different customers require different closeout deliverables—MRBs, quality dossiers, dispatch books, or inspection logs. DocBoss defines each deliverable by document code from a single tracked set, assembling final books from approved files rather than manual folder hunting.

• Generate complete TOCs at kickoff with real document numbers and tags before files exist.
• Restructure or reslice books by changing a single setting without rebuilding the package.

Cover sheets that run to several pages, correct on every document

Customers often specify multi-page cover sheets, separating revision histories, equipment lists, and document data, and every page must be correct on every issue.

Because DocBoss links documents directly to equipment, this data is inherited automatically rather than typed per file. For spreadsheet deliverables like the SDI, cover pages can embed directly as a worksheet within the file.