Service & Maintenance
Keep Equipment Working. Keep Customers Moving.
Manage the complete service lifecycle—from the initial service request through scheduling, technician work, parts usage, completion, and invoicing. Connect service activity directly to the customer, equipment, parts, contracts, and financials for a complete view of your service business.
Key Service & Maintenance Features:
Service Work Management — Create, assign, schedule, and track service jobs from request through completion.
Preventive Maintenance — Automatically plan recurring maintenance based on dates, operating hours, usage, or manufacturer requirements.
Equipment Service History — Maintain a complete record of repairs, maintenance, parts, labor, and costs for every asset and serial number.
Technician Scheduling — Assign work based on technician availability, skills, location, and workload.
Mobile Technician Access — Give technicians access to equipment history, work orders, parts requirements, service instructions, and customer information in the field.
Labor & Time Tracking — Capture technician hours, travel, mileage, and other service-related costs against each job.
Parts on the Job — Identify required parts, check availability, reserve inventory, and automatically record parts consumed during service.
Service Contracts — Manage maintenance agreements, scheduled visits, billing terms, coverage, renewals, and contract profitability.
Warranty Tracking — Identify warranty-covered work and capture the labor, parts, and costs required to support warranty claims.
Service Estimates & Approvals — Prepare repair estimates, obtain customer approval, and convert approved work directly into service activity.
Service Billing — Support time-and-material, fixed-price, contract, warranty, and other billing models.
First-Time Fix Tracking — Measure how often technicians resolve a service issue on the first visit and identify opportunities to improve service efficiency.
Service Profitability — Understand the true cost and margin of every service call, customer, technician, equipment unit, and contract.
Customer Service Visibility — Give your team a complete view of open calls, upcoming maintenance, equipment history, contracts, and outstanding service work.