Operations / Service and maintenance
Give each site visit an owner and a record.
Open a maintenance request or field visit with a site, equipment reference and due date. The assigned technician records the outcome.
Dispatch and service orders
Sample workspaceHow the work moves
Open a work order
Describe the visit or maintenance job, identify the site and equipment, and give it a due date. Link an existing project when the work belongs to a customer engagement.
Name the technician
Assign the visit to a technician in the company. The service schedule shows who owns each order, when it is due and its current state.
Document the visit
The assigned technician records completion evidence. The note stays with the site and equipment so the team can see what happened on that job.