CONNECTED SERVICE WORKFLOWS
Take the service context into the field.
Give technicians the equipment context, task list and visit notes they need to complete scheduled maintenance.
Technician dashboard
Tools for the work ahead.
Start with the technician dashboard
Reach technician work, mobile quote entry and guided assistance from the technician view. Keep the customer, location and equipment context with the task.
See the assigned schedule
Use the technician maintenance schedule to review planned visits. Office scheduling and technician scheduling support different views of the same maintenance work.
Perform and complete maintenance
Open the PM record, work through equipment tasks, use the safety form where required and mark the maintenance complete.
Prepare the completion record
Print a blank maintenance form or a completed PM record. Use the maintenance reporting workflow to email the completed report for follow-up.
How the workflow fits together.
01
Open the visit
Review the scheduled maintenance and equipment tasks.
02
Record the work
Perform maintenance and complete the relevant task and safety information.
03
Complete and share
Mark the PM complete and prepare the report for office or customer follow-up.
BEFORE YOU CHOOSE
What would you like to know?
How do technicians access their work?
Technicians use browser-based screens for schedules, equipment tasks and maintenance records.
Can the completed visit be reported?
Completed maintenance records support the reporting workflow for office or customer follow-up.
See how your service workflow fits together.
Follow a technician from the assigned visit to the completed maintenance record.