Workflows & examples

Standard service call

1. Create the job with customer, location, and required service.
2. Schedule it and assign a technician or team by skill fit.
3. The technician completes work and records consumed parts.
4. The customer accepts the job, triggering invoicing.

Parts replenishment

1. Field stock for a part runs low.
2. Raise a requisition; it cascades to central inventory and, if short, to a PO.
3. Received parts restock the van and are consumed on future jobs.

Contract visit

1. A recurring visit is due under a service contract.
2. Generate the scheduled job and dispatch it.
3. Complete, accept, and bill per the contract’s terms.