For lighting retrofit and controls installers
Before and after on every fixture, ready for the rebate
A retrofit is a replacement on every point: the fixture that came out, the fixture that went in, and the proof of both. Bana records it as the crew works, so the rebate paperwork and the closeout package are built from photos you already took.
30 days free · no card required
What changes on the job
Before and after, required
Flag the fixture as a replacement and the before photo is required before it can be complete. The after photo, the model and the wattage are checklist lines.
Counted by type
The register totals by fixture type, so the count the rebate asks for is the count on the register, not a tally from a spreadsheet.
The customer sees progress
Invite the owner to the read-only portal: fixtures complete out of the total, and the daily report email every evening.
Your point types, your IDs
These are examples. Point types belong to your organization: set yours up in minutes, in English and Spanish, with the checklist each must satisfy.
LUM-001, LUM-002, …
Fixture
Proof checklist
- Before photo (the replacement record)
- After photo
- New fixture model (value)
- Wattage (value)
CTL-001, CTL-002, …
Controls device
Proof checklist
- Installed photo
- Zone (value)
- Commissioning value (value)
SW-001, SW-002, …
Switch or sensor
Proof checklist
- Installed photo
- Location (value)
What the package hands over
The turnover package assembles itself from proof that already exists: a formal PDF register plus supporting files organized by point and by date. It is the package the GC’s closeout software is waiting for, built on your side of the handover.
- The fixture register by type, with counts the rebate form asks for
- Before and after photos filed under each fixture
- The replacement schedule: what came out, with condition and disposition
- Models and wattages as typed values on each point
- The daily work record and the released package in the customer portal
The same product for every trade
6
kinds of need a tech can raise from the phone: material, tool, information, access, decision, or scope.
1
GPS reading per daily report, taken on the form and checked against the site geofence. No tracking.
2
languages on the field surface, English and Spanish, chosen once by the tech and remembered.
Questions from the trade
Do my techs need to install an app?
No. Each tech gets a text with a link, and the report opens in the phone’s browser. There is nothing to install and no password to remember. The field surface works in English and Spanish.
What if a tech has no signal on site?
The written report saves as a draft on the phone, and a photo that fails to upload stays on the form with a retry button, so the tech can send it when signal returns without redoing anything. A missing or denied GPS reading is recorded as such and never blocks a report.
Is Bana tracking my crew’s phones?
No. Bana takes one GPS reading when a tech opens the report form, shows it to the tech, and sends it with the submitted report, checked against the jobsite geofence. There is no background location and no location history, and off-site flags are visible to your office only.
What happens if a tech replies STOP to a text?
That number is opted out of texts across Bana until it replies START. Nothing is blocked: the tech’s daily link falls back to email when there is an address on file, and the office sees each tech’s reachability as text, email only, or unreachable.
How does a point get marked complete?
Nobody declares it. Each point type carries a proof checklist, and a point becomes complete when the required lines are satisfied by photos, videos, values, or attachments. The office can mark a point Needs attention or Not required; everything else is computed from proof.
How are device swaps recorded?
A replacement is a flag on the point, not a new point. The tech records the removed device with a before photo, description, make and model, serial, condition, and where it went, and the replacement schedule carries into the customer portal and the turnover package.
Does Bana work for my trade?
Yes, if your crew installs, labels, and tests things one at a time. Point types belong to your organization and you define them: the ID prefix, the name in English and Spanish, and the proof checklist, from photos and typed values to attachments and port maps. The defaults are low-voltage types; replacing them with your own takes minutes in Settings.
Can I get my data out?
Yes. Turnover packages download as a PDF register plus organized supporting files, and a data export packs any project, or your whole organization, as CSV tables with the same file structure. Export links stay live for 7 days. If you cancel, your records stay readable for at least 12 months.
Can the before photo be required?
Yes. Flag a point as a replacement and the before photo of the removed fixture is required before the point can be complete. The removed fixture's description, make and model, condition and disposition go on the same record.
Put your next retrofit on Bana
Define your fixture types, text your crew their links, and the first daily report lands tonight. 30 days free with no card required.