How to use Services & Maintenance

1. Register the customer’s equipment, site and warranty. Create a service order for that customer and equipment.
2. Add labour, parts and service lines, quote the order, and record the customer’s approval. Assign a technician and time before starting work.
3. Complete the work and review parts consumption before invoicing. Linked parts leave stock once at completion. Record payments already received; recording a refund does not send money.
4. For recurring maintenance, create a maintenance plan and generate the next occurrence when it becomes due. If an operation is pending, fix its reported cause and use Retry.

Screens and tasks