Service Jobs
Service jobs track maintenance, repairs, and inspections for equipment — whether performed at your workshop, on customer sites, or in the field. They ensure equipment stays in working order and create a maintenance history.
Types of Service Jobs
Type |
Description |
|---|---|
Preventive Maintenance |
Scheduled servicing to prevent breakdowns |
Reactive Repair |
Fixing something that broke |
Inspection |
Safety checks and compliance testing |
Damage Assessment |
Evaluating returned equipment for damage |
Warranty Work |
Manufacturer-covered repairs |
Creating a Service Job
Go to Service in the sidebar
Click "New Service Job"
Select equipment to be serviced
Enter service details
Schedule and assign
Save
Service Job Fields
✓ Required
Equipment item
Service type
Description of work
○ Optional
Scheduled date
Assigned technician
Priority level
Estimated duration
Parts required
Related rental (if customer-initiated)
Service Job Workflow
Created — Job logged in the system
Scheduled — Date and technician assigned
In Progress — Work has started
Awaiting Parts — Paused for parts to arrive
Completed — Work finished, equipment ready
💡
Tip: Use the "Awaiting Parts" status to track jobs on hold. This keeps your active queue clean while maintaining visibility.
Creating Service Jobs from Returns
When equipment comes back:
Process the return
If issues found — Click "Create Service Job"
Details pre-fill from the return
Add specific service requirements
Save
This links the service job to the rental for damage tracking.
Customer-Initiated Service
When customers report issues:
Create service job
Link to active rental
Set location: On-site at customer
Schedule visit
Dispatch technician
Service jobs can be billable or covered under rental agreement.
Recording Work Done
When completing a service job:
Open the job
Click "Complete Job"
Enter completion details:
Work performed summary
Parts used
Time spent
Technician notes
Photos (before/after)
Update equipment status (available, needs follow-up, etc.)
Save
Tracking Parts
Record parts used in service:
Open service job
Click "Add Parts"
Search for part or enter manually
Enter quantity and cost
Save
Parts costs can be charged to customer or absorbed.
Service Job Dashboard
View all service activity:
Go to Service
See dashboard showing:
Open jobs by status
Jobs due today
Overdue jobs
Awaiting parts
Recently completed
Filtering Service Jobs
Find specific jobs:
By status — Open, In Progress, Completed
By equipment — Search for specific item
By technician — See one person's workload
By date range — When created or scheduled
By type — Maintenance, Repair, Inspection
Tips for Service Jobs
📝 Document Everything
Photos and detailed notes help with warranty claims and customer disputes.
💰 Track Costs
Recording time and parts helps analyse true maintenance costs per item.
📂 Complete Promptly
Don't leave jobs open. Equipment in service reduces your available inventory.
🎯 Link to Equipment
Always link service jobs to specific equipment items for complete history.
ℹ️
Note: Equipment with open service jobs shows as "In Service" in availability. Complete jobs promptly to return equipment to available status.