Service and maintenance
Service and maintenance runs a workshop's jobs from the customer's call to the invoice, keeps a plant's machines maintained on plan, and bills fleet work and vehicle storage.
Set up
- How do I set up service management for a company?
- How do I register a vehicle or machine for service?
Every day in the workshop
- How do I record a vehicle coming in and inspect it?
- How do I give a customer a price before the work?
- How do I open and release a service order?
- How do I split a repair between the customer and an insurer?
- How do I confirm a finished job and take the parts out of stock?
- How do I invoice a service order?
- How do I record odometer or hour-meter readings?
Plant maintenance
Fleet and towing
- How do I run a fleet maintenance job from quotation to invoice?
- How do I bill storage for a recovered vehicle?
What posts
What posts in service and maintenance - the two documents of the area that reach the accounts, and the ones people expect to post that do not.