Services & Maintenance
Work orders, technician scheduling, equipment history and recurring maintenance.
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.
