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NORDVEST

Getting Started

Welcome aboard. This guide walks you through setting up NORDVEST and getting your team ready to roll — hopefully faster than it takes to change an oil filter.

Accessing NORDVEST

Your company has a dedicated URL: yourcompany.nordvestops.com. Bookmark it. Tattoo it on your forearm. Whatever it takes — this is your home base.

Logging In

You can log in with either your email address or username. Your techs might not have company emails, and that's fine — just use a username for them. Admins can set up either (or both) for each user.

Understanding Roles

NORDVEST keeps it simple with three user roles:

Role What They Can Do
Admin Everything — manage users, company settings, and all service operations
Service Manager Record work, manage customers, assets, and service operations
Technician View customers, assets, and services. Submit work from the mobile app

Your role determines what you see in the navigation and what actions are available.

We kept this purposely simple. Big enterprise apps need ten permission levels with custom matrices and a PhD to configure them. Running a service shop ourselves, we've found that trusting your team goes a long way. And just in case, there's an audit log so you can see who did what and when.

See Permissions for the full breakdown.

Your First Steps

Already have data in spreadsheets or another system? Don't hesitate to reach out — we can help import your existing data so you don't have to type in 200 serial numbers by hand. Life's too short for that.

1. Add Your Customers

Start by adding the businesses you serve. For each customer, you'll capture:

  • Company name and contact info
  • Service address — where you send technicians (with a handy Google Maps link)
  • Business hours — optional, but helpful for scheduling
  • Notes — gate codes, parking instructions, "ask for Dave" — anything your techs need to know

See Customers for details.

2. Add Their Equipment

For each customer, add their assets — compressors, dryers, filters, tanks, and everything else you service. NORDVEST comes with pre-configured asset types and custom fields, but you're in full control. Use them, tweak them, or toss them out and start fresh.

  • Compressors — Piston, Rotary Screw, Vane, Scroll
  • Dryers — Refrigerated, Desiccant
  • Tanks — Receiver Tanks
  • Filters — Filter Housings
  • Other — Blowers, Vacuum Pumps, and more

See Assets for details. You can also customize Metadata fields for assets or customers.

3. Track Components

Inside each asset, track the consumable parts that need regular replacement:

  • Oil filters and air filters
  • Belts and drives
  • Primary and secondary separators
  • Oil
  • Filter elements and desiccant

NORDVEST tracks when each component was last changed and calculates when it's due next — based on time, runtime hours, or whichever comes first. No more guessing, no more sticky notes on the dashboard of the van.

See Components for details.

4. Set Up Service Agreements

For customers with PM contracts, create Service Agreements that define:

  • How often to service — 30, 90, 180, 365 days, or custom intervals
  • Service window flexibility — how many days before or after the due date you can show up and still be "on time"

NORDVEST automatically tracks when each agreement is due and when the service window opens. Your Next Up page becomes your daily game plan.

See Service Agreements for details.

Day-to-Day Workflow

Once you're set up, here's what a typical day looks like:

  1. Check Next Up — See what's overdue, due soon, and coming up. This is your daily home screen and the first thing you'll see when you log in.
  2. Service Request comes in — Customer calls with a problem, you log it as a Service Request (SR-####). Assign a technician and a linked Service is created automatically — no extra steps. Need a paper copy? Use Create and Print.
  3. Record Work — Technician records hour readings, checks off components that were serviced, logs materials used, and adds notes. Start from the service or jump straight in from the customer page.
  4. Close the Service — Mark the work as done, then review and close. The request follows automatically.
  5. Track We Owes — If you promised the customer a follow-up part or visit, log it as a We Owe with sub-tasks and an assigned owner so it doesn't get lost in the shuffle.
  6. Check the Scratch Pad — See what notes your team has left today and pin anything important.

Getting Help

Questions? Stuck? Something not working the way you'd expect? Reach out to your admin or contact NORDVEST support — we're friendly, we promise.