Asset Service Records are completed by your field team members when carrying out either planned or reactive maintenance on an Asset.

Jump To Sections:

Asset Services Required

Completing a Service Record

Parts, Products, Services or Labour

Signature Capture For Completion


Asset Services Required

If there are Planned Maintenance Service Records or Reactive Maintenance Service Records due you will see a red notification dot stating the number of services due to be performed as part of this job.

Once a Team Member has completed and synced the Asset Service Record on the app, then the PPM Schedule for that asset is updated to the next Service date if it was a Planned Maintenance Service Record completed. If it is a Reactive Maintenance Service record completed then the PPM Schedule for the asset is not changed.

You also have the option to add a new service record by selecting Create Service Record on the app.


Completing a Service Record

When you tap on Asset Services it will show you all the Service Records for the assets that are due servicing. When you select a particular record you will be taken to the Asset details.

All fields are editable except for Asset fields which is a pre-determined dropdown. Within drop-down fields, you have the ability to add your own value using the '+' option to add your own drop-down item.

Once a Team Member has completed and synced the Asset Service Record on the app, then the PPM Schedule for that asset is updated to the next Service date if it was a Planned Maintenance Service Record completed. If it is a Reactive Maintenance Service record completed then the PPM Schedule for the asset is not changed.


Team Members can take up to 6 images within each Service Record. Please note you can not take image captions but if you need to add comments to your images you should use the Details text field just above the images.


Parts, Products, Services or Labour

On an Asset Service Record, you can associate any inventory Products or Services used on the PPM Servicing or Reactive Maintenance of that asset. When the Service Record is completed and the overall job is completed, the chosen products and services will be automatically added to the job Invoice for billing.


Signature Capture For Completion 

Once done, select Add Signature complete the record and then select to sync the record back up to the Web Dashboard.

Return to top

Did this answer your question?