Services

Services are where work happens. Every PM visit, repair call, and maintenance job flows through a Service record that tracks what was done, when, and by whom.

Service Origins

Services can originate from:

• Service Agreement — Scheduled PM visits
• Service Request — Ad-hoc customer calls

Service Lifecycle

Every service follows a simple status workflow:

Open → Closed

Status Transitions

• Technicians record work while the service is open
• When work is complete and reviewed, the service is closed
• Closed services can be reopened if needed

What's in a Service?

Each Service tracks:

• Customer — Who was serviced
• Scheduled Date — When service is planned
• Started/Closed — Actual work timestamps
• Technicians — Who performed the work
• Internal Notes — Private notes for your team

Recording Work

When a technician performs service, use the Record Work page:

1. Open the service record and click Record Work
2. For each asset, enter the current hour reading (if tracked)
3. Check the components that were serviced
4. Either save (to come back) or Save & Close Service to close the service

The Record Work page shows all assets for the customer, with their components listed. This makes it easy to quickly log what was done during the visit.

Asset Organization on Record Work:

• Active assets appear in the main list
• Not in use assets appear in a collapsible section at the bottom
  • Expand this section if you need to record work on inactive equipment
  • These assets are separated to keep the focus on active equipment during service visits

Hour Readings

For assets that track hours, record the meter reading during service. This:

• Updates the asset's current hours
• Links component work to specific hour marks
• Enables predictive maintenance calculations