Help centre · Step-by-step manual
Services & Maintenance
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
How to use this feature
- Register the customer’s equipment, site and warranty. Create a service order for that customer and equipment.
- Add labour, parts and service lines, quote the order, and record the customer’s approval. Assign a technician and time before starting work.
- Complete the work and review parts consumption before invoicing. Linked parts leave stock once at completion. Record payments already received; recording a refund does not send money.
- For recurring maintenance, create a maintenance plan and generate the next occurrence when it becomes due. If an operation is pending, fix its reported cause and use Retry.
Screens and tasks
On this screen
Online · Services & Maintenance
Online · Work orders
| Action | Available when |
|---|---|
| Line | Requested · Quoted |
| Remove line | Requested · Quoted |
| Record quote | Requested |
| Approve | Quoted |
| Schedule technician | Approved · Scheduled |
| Start | Scheduled |
| Complete | In progress |
| Cancel | Requested · Quoted · Approved · Scheduled |
| Create invoice | Completed |
| Record payment | Invoiced |
| Issue full credit | Invoiced |
| Record refund | Credited |
Title · Customer · Equipment · Site / address · Description · Priority · Line type · Details · Quantity · Unit price · Stock product · Line · Assigned to · Start
Online · Equipment
| Action | Available when |
|---|---|
| Archive | Active |
Title · Customer · Serial number · Equipment model · Site / address · Warranty until · Description
Online · Maintenance
| Action | Available when |
|---|---|
| Create due work order | Active |
| Pause | Active |
| Activate | Paused |
Title · Customer · Equipment · Interval (days) · Next due date · Site / address · Description