Service billing and preventive maintenance

02What the module does

• Invoicing based on actual workConvert a service case into a draft invoice. Line items are built from minutes worked at the applicable rate, travel and issued materials, so you bill for what was actually done.
• Multiple service cases, one invoiceCombine selected service cases for a single customer into a consolidated invoice in one currency. The customer does not get a separate bill for every visit, and you spend less time invoicing.
• No service case billed twiceEach service case can have at most one invoice, and any repeat attempt returns the existing one. A customer will never be billed twice for the same service by mistake.
• Bill time logged on tasks tooWhen service work is tracked via tasks, the service case is billed according to the time logged on those tasks. Billing matches the way your team actually records work on a job.
• Van stock issued on a stock slipMaterials recorded on a visit are issued from the technician's van via a standard stock issue slip, complete with serial numbers. You do not have to re-enter issued materials on the invoice by hand.
• Routine inspections under controlA preventive maintenance plan links equipment with a monthly interval, a preferred window and a checklist. Your customers' routine inspections stay scheduled well in advance.
• Customers confirm appointments themselvesA staff member shares a signed link that lets the customer confirm, decline or postpone the appointment. The link is never sent out by email automatically.
• Confirmed dates become work ordersOn the scheduled date, the system automatically creates a service case and a service work order from a confirmed plan. An agreed inspection never stays stuck on the calendar and goes straight into the work queue.
• SLA deadlines under constant watchEvery 15 minutes, the system updates the SLA (agreed response target) status on open service cases: on time, approaching deadline, or overdue. You can spot expiring deadlines well in advance.
• Delivery with signature and invoiceHandle goods delivery for a sales order as a field visit. Once the customer signs, the system generates a delivery note and an invoice, so you do not have to chase paperwork later.
• Know where every part came fromWhen replacing a part, the service report records both the removed and installed serial numbers. Each serial number traces back to the supplier purchase, which makes warranty claims straightforward.
• Clear overview of supplier claimsEvery supplier claim carries a status from new to closed. You can see at a glance what has been submitted, what the supplier approved or rejected, and what still needs follow-up.
• Workshop jobs and vehicles on recordWorkshop work orders, material requests, and vehicles are kept as tracking records with manually updated statuses, keeping all related details together in one place.
• Vehicles booked for each field visitBook a vehicle directly for a field visit. Everyone knows in advance which car is assigned to the trip, with no last-minute scrambling.

05Frequently asked questions