NORDVEST Docs

NORDVEST is built for compressed air service companies that manage customer-owned equipment, recurring PM work, parts, warranties, and the promises made during service.

What NORDVEST Keeps Together

Generic field service tools usually start with a job. NORDVEST starts with the customer's asset, then ties the work around it.

• Asset history — Every service, component change, hour reading, document, and note stays with the machine it belongs to.
• Service commitments and CRM — PM agreements, customer calls, follow-ups, warranties, We Owes, and sales opportunities stay visible instead of living in messages and memory.
• Parts context — Components, consumables, stock signals, and parts forecasts connect back to the assets and customers that need them.

Learn more about our story →

Core Concepts

NORDVEST organizes your work around a simple hierarchy:

Your Company
└── Customers
    └── Assets (compressors, dryers, filters, tanks)
        └── Components (oil filters, belts, separators)

Assets can also be organized into Asset Groups — like putting an air dryer with the compressor it supports, or grouping everything in "Building B" together. However you think about the equipment, NORDVEST can match.

One Record for Every Visit

Every visit — scheduled PM, customer call, follow-up, install — flows through a single record: the Service Request. NORDVEST tracks why it exists (scheduled agreement, customer call, we-owe follow-up, internal work) and what happened on it (hours, components, materials, notes).

• Service Agreements define the PM cadence. Each active agreement always has one open Service Request waiting — close it, and the next one spawns automatically.
• Service Requests are where you record the work — components changed, hour readings taken, notes for next time. Whether the phone rang or it was on your PM schedule, it lives here.

We Owes

Sometimes you leave a job knowing you owe the customer something: a part on backorder, a follow-up visit, pricing for new equipment, or a warranty update. We Owes gives your team a shared list so nothing falls through the cracks.

We Owes come in three types:

• Obligations — Things you've promised and need to deliver
• Opportunities — Potential sales or equipment upgrades you're tracking
• Warranties — Warranty claims and their status

Each We Owe gets a reference number (like WE-1001) and can have sub-tasks, assigned owners, linked services, and watchers who get notified when things change.

Linking to Service Requests: A We Owe can be associated with any number of service visits, not just one. Add or remove Service Requests from the We Owe form — the first selection auto-fills the customer, and all selections must belong to the same customer. From the We Owe detail page, you can also click Add Service Request to create a new SR pre-linked to the We Owe, instead of navigating away and linking it up afterward.

Notifications

NORDVEST keeps notifications tied to work that matters. Watch any Service Request, We Owe, or Service to get notified when its status changes. You'll also get notifications when you're assigned a sub-task or when one of your sub-tasks is completed.

Quick Links

• Getting Started — Set up your account and hit the ground running
• Customers — Managing customer records and locations
• Assets — Tracking compressors, dryers, and all the equipment that keeps factories humming
• Components — Managing parts, consumables, and the parts catalog
• Service Agreements — Setting up PM contracts and service windows
• Service Requests — Where every visit lives: PM, calls, follow-ups, installs
• Dispatch & Picklist — Scheduling the week, assigning techs, printing day sheets, and picking parts
• We Owes — Tracking commitments, warranties, and CRM opportunities
• Permissions — Who can do what (and why)
• Parts Forecast — Predicting what consumable parts you'll need before service visits
• Integrations — Connecting NORDVEST to outside systems like QuickBooks Desktop
• Settings — Making NORDVEST feel like home