To view any servicing records scheduled against an Asset select Service Records from the sub heading menu within the particular Asset.

By default the time filters will show the next 2 months of service records. Simply extend the date filters to see service records across a larger time period.

  • Title - This is set according to the name given to the Scheduler. This can be updated by selecting Actions > Details > Update Title

  • Job Name - This can be set by selecting Actions > Details > Job

  • Service Date - This is the time set according to the time specified in the Scheduler. This can be updated by selecting Actions > Details > Service Date

  • Chargeable - This can be set according to the whether the Asset was set to chargeable or not. This can be updated by selecting Actions > Details > Chargeable

  • Completed By - This can be set by selecting Actions > Details > Team Member

  • Complete - This is automatically updated when the particular record is completed by the app team member. This can be manually updated by the admin via Actions > Details > Complete

  • Email Sent - This is automatically updated when the particular record is emailed to the specified contact. 

On each Service Record you have 3 additional actions (1) Details - this is where you can update respective fields as described above (2) View PDF - view a PDF of the completed Service Record (3) Email to Client - email the completed Service Record to the Asset contact.

Individual records can be added by selecting Add New Record

The grid view of the all the Service Records data can be exported to Excel for further reporting.

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