Before you start
Recommended operating sequence
- Create the ticket and link the client, installed asset, type, priority, and reported issue.
- Confirm contract coverage and pricing context, then assign and schedule the work.
- Create or update the work order and let the engineer start the protected visit.
- Record findings, parts, price quote, signatures, and completion evidence.
- Resolve eligible work and create a billing draft when the service is billable.
- Finance reviews the draft, approves amount and note, and posts the official invoice.
- Collect the invoice and analyze ticket, engineer, asset, and billing performance.
Modules
Helpdesk & Maintenance Tickets
Control service intake, client and asset context, assignment, schedule, status, pricing, chat, resolution, and billing draft.
Open guide → LiveInstalled Asset Registry
Track client equipment, serial identity, location, warranty, contracts, QR tags, service history, and optional auto-PPM setup.
Open guide → LiveWork Orders & Jobs
Schedule and manage repair, installation, and preventive-maintenance jobs in a calendar-centered workspace.
Open guide → LiveField Service Operations
Give engineers and supervisors a mobile operational hub for assigned tickets, calendar, visits, reports, signatures, parts, and quotes.
Open guide → LiveMaintenance Pricing
Define active base, trip, labor, ticket-type, asset-category, and client pricing rules for service estimates.
Open guide → LiveService Billing
Review maintenance billing drafts, approve amounts and notes, then post official customer invoices to receivables.
Open guide → LiveCustomer Invoices & Collections
Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.
Open guide →Verify after completion
- Confirm the final record status and generated document.
- Review the downstream module instead of assuming the handoff succeeded.
- For finance activity, verify source, treasury, and ledger context as authorized.
- Use the official correction or reversal path when an error is found.