We recommend using filters when searching for service objects. Click on this symbol and the list of filtering options will open.
See addresses for the orders in a map.
Export orders/download a list of orders.
Print QR-codes for service objects.
Note that there is a slightly different order in the fields in the form and in the guide! Feel free to use the guide when adding a service item.
Put the cursor in the field and your customers will be listed. If the customer is not on the list, enter the customer’s name, and the customer is automatically added to the Customer Register.
The search function helps you to locate the customer’s existing facilities. If the plant is not included in the list, enter the name of the plant and the plant is automatically added to the Facility Register.
If the billing address differs from the address of the service object or if there are several service objects in the same place, a facility should be selected or added. Read more about how to Add facility to customer.
If the service object is to be invoiced to another customer, it can be specified here.
NOTE: This is a setting in Module settings – Edit Service Object settings. See Information to administrators at the bottom.
If the service object is rented by another customer, this field can be filled in with information about that customer.
NOTE: This is a setting in Module settings – edit service object settings. See Information to administrators at the bottom.
If checked, the next service is created based on when the previous service was scheduled instead of when it was executed. The field is checked by default.
If checked, the next generated service will be based on the last performed service. This means that the service will be scheduled on the same day and time of the week and assigned to the same technician as the previous service. In addition, parts that have been used and deviate from the service interval will be included.
Check the box if the object is rentable.
Voluntary comment regarding the service object. All additional information can be entered here. Appears when service is to be performed. The comments are not seen by the signed in customer.
If you use QR verification here you can enable or disable QR verification.
A QR-code for the service object is created automatically. If you want to design and print QR labels read more here.
Mark on the map where the object is located
By placing the cursor in the name field a list of contacts for the customer will appear. If you want to create a new contact just fill in the fields.
Place the cursor in the field to list models, or enter the model’s manufacturer followed by the model designation. If the model is not in the model database, it needs to be added. This is done via the Service – Model menu (if you use a database of models delivered by the system f. ex. the Compressed Air database) or the Group’s models (for your own model registers) and the + Add button.
Model year, serial number and machine number do not have to be specified. As machine number the service object’s identification number or a description of the machine can be used to make it easily identified.
You can enter a new record / model in the Model field here, but the model is not added to the Model database or the Group’s models and you can then not reuse the information about the model in other contexts.
Read also how to update linked service objects on the page Creating templates.
Specifies if the object is run-time based. If the object is only changed on a calendar basis, this should not be checked. If the service intervals should be calculated by runtime, this needs to be checked.
Clicking on this opens a field to add time for Operating time during installation, a little further down in the form.
Add counter for the object. For example, for a compressor, you may also want to measure the time it delivers air. If it is a printer, you may want to measure the number of colored / black and white copies.
NOTE: This function is not default. If you want to use the counter function, contact us and we will give you that permission to your accounts.
We recommend using info templates to be able to quickly add information to the object. Place the cursor in the field to select a existing template.
Click + Add custom info template to create a new template. The Custom info template function opens. Link: Read more under Creating templates.
Alternatively, click on + Add custom info and fill in the information.
If you want to sort the entries in the information entries and the template, you can hold down the mouse pointer on the three dots, drag and drop to the desired location.
Enter the date of installation. If there is no information about the installation date, use the latest date you know, e.g. a service performed.
The field is displayed if you have chosen to tick Runtime based.
Time is given in hours (h).
Add date and run time at that date. Can either be a performed service or a reading of the run time. If it’s just a reading press the icon on the right . If two or more performed services/readings are entered the run time per week is automatically calculated.
Specifies how much time the service object is active per week. Higher number (maximum 168) generate more frequent services. This value is automatically calculated if two or more performed services/readings are entered. A run time per week is required, but a 0 is possible if the object is meant to only be guided by day intervals.
Parts are added automatically from the model. If there are more parts to this particular service object, those parts are listed here. Click on + Add articles. It is also possible to change the automatically added parts if there is any deviation for this service object.
Click + to add a service interval. Give the service interval a name, eg annual service.
In this part, you specify the time intervals, as well as which parts are to be replaced at the various services. A service object can contain several service intervals, but they must overlap, e.g. 2000, 4000, 8000, 24000.
The intervals are never merged, so all parts and service points to be replaced need to be specified for each interval.
If more than one interval with time interval is specified, only the first interval can specify a day interval.
If more than one interval with daily intervals has been specified, no time intervals can be specified. These form the basis for how often and with which parts service orders are to be generated.
For each service interval, you can add parts (search by article number or description to find parts) and service components.
For service components, you can also use service templates to facilitate. If you already have added service points and choose to add a template, you will be asked if you want to add the components from the template or replace existing service points.
If you want to create a new service template, click + Add service template. Read more about templates here.
Set the status of each service point. These you can choose from:
– is measurement
– has status
– free text field
What you choose controls what the service points look like in the protocol then. See example below.
Headings can, for example, be used to divide a protocol into different parts to make it perspicuous. E.g. Electrical systems, Mechanics, Work environment, etc.
Do you want to enter a help text and service check point description to make it easier for the person performing the service, click on ? (the question mark at the far right of the Service check points field – see image below) and fill in a description of the service point. Thereby the person who is to perform the service receives support.
You can change the order of the service components by moving them. Hold the mouse pointer over the three dots on the far left, drag and drop the field where you want it.
If you then, while performing the service, select Adjusted or Should be fixed, a comment field opens where you can enter comments.
Do not forget to save! 🙂
If you have filled in what is required to generate a service, a question will arise if you want to do this.
When you open an existing service object, you see all service orders, work orders and error reports linked to the service object and can search among them.
You can also choose to upload documents linked to the service object.
Click Edit to change the service object information.
Click Add > if you want to add a new service, work or contact order directly to the service object or file a fault report.
By inactivating a service object, it will no longer appear in lists, but the history will be saved. You do this, for example, if a service object has been scrapped.
There are a number of settings for service orders and permissions that can be made. Sign in with the admin account – In Group settings you will find Module settings – Service order settings.
Module settings #Edit service object settings
View, Edit, Create, Delete, Reading, Uploading, Delete uploaded files