You can add service reminders and service records for tools within Kojo. This feature is available to all Warehouse Tool Tracking Customers. Check out the sections below to learn more!
Service Reminders
Service Reminders
To Add or Edit a Reminder
To Add or Edit a Reminder
Browse to the tool’s detail page
At the bottom, click the tab “Tool Servicing”
Click the button “Schedule New Service”
Set the service reminder date
Set the service type
You can set the Provider from your list of vendors
If you would like to make the reminder recurring, you can set a future recurring date
Annually
Biannually
Monthly
Quarterly
You can add service notes as well
You can view, edit or delete the reminder after it is created
After service has been performed, click “Mark Complete” to create a service record from the reminder.
On this screen you can add notes and attachments including pictures and PDFs.
View Upcoming Scheduled Service Reminders
View Upcoming Scheduled Service Reminders
Browse to the Tool Inventory list page
Click on the tab “Scheduled Services”
The list of service reminders will be shown with the oldest reminders at the top of the list
Service Records
Service Records
To add or edit a record
You can add a service record at any time even if a service reminder has not been created.
Browse to the tool’s detail page
At the bottom, click the tab “Tool Servicing”
Click the button “Add Service Record”
Enter the service date and service type
You can set the Provider from your list of vendors
Enter any service notes
You can add attachments including pictures and PDFs
You can view, edit or delete the record after it is created
If you have any additional questions, please reach out directly to your CSM, or to our Support Team at support@usekojo.com