CONNECTED SERVICE WORKFLOWS
Turn the service record into clear follow-up.
Turn completed service records into documents your office and customers can use for their next step.
Report email preparation
Tools for the work ahead.
Print before or after the visit
Print a blank PM form for a visit or print the completed maintenance record after work has been recorded.
Email completed maintenance
Prepare the completed PM report for email so the next person has a record of the maintenance work.
Support contract renewals
Prepare a contract renewal report and use the renewal email workflow to follow up on the next maintenance period.
Keep quote correspondence connected
Send a service quote by email and review its sent-email preview. Keep quote delivery in the workflow rather than treating it as a separate record.
How the workflow fits together.
01
Choose the record
Start with the service quote, maintenance visit or contract.
02
Review the document
Check the quote, completed PM report or renewal details before sharing.
03
Send or print
Use the available email or print action for that workflow.
BEFORE YOU CHOOSE
What would you like to know?
Which records support reports?
Service quotes, completed maintenance records and contract renewals support their related document workflows.
Can a form be printed before a visit?
A blank maintenance form can be printed for a visit, with completed records available after the work is recorded.
See how your service workflow fits together.
Choose a quote, maintenance report or renewal document to walk through.