Services

Services are where work happens. Every PM visit, repair call, and maintenance job flows through a Service record that tracks what was done, when, and by whom.

Service Origins

Services can originate from:

• Service Agreement — Scheduled PM visits
• Service Request — Ad-hoc customer calls
• Direct Creation — "Orphan" services for verbal dispatches

Orphan Services: Sometimes a technician gets dispatched verbally or finds work while on-site. Nordvest lets you create services without a prior request or agreement—fill in the details later.

Service Lifecycle

Every service follows a simple status workflow:

Open → Closed

Status Transitions

• Technicians record work while the service is open
• When work is complete and reviewed, the service is closed
• Closed services can be reopened if needed

What's in a Service?

Each Service tracks:

• Customer — Who was serviced
• Source — Agreement or Request that triggered it
• Scheduled Date — When service is planned
• Started/Closed — Actual work timestamps
• Technicians — Who performed the work
• Customer Summary — What to show on the invoice
• Internal Notes — Private notes for your team

Service Line Items

Within each service, Line Items record the specific work performed:

• What action was taken (inspection, repair, replacement, etc.)
• Which asset and/or component was worked on
• Hour reading at time of service
• Labor time spent
• Notes for the customer and internal notes

Line items are the detailed record of what happened during the visit.

Recording Work

When a technician performs service, use the Record Work page:

1. Open the service record and click Record Work
2. For each asset, enter the current hour reading (if tracked)
3. Check the components that were serviced
4. Select the action performed (Changed, Inspected, Cleaned, etc.)
5. Add customer-facing and internal notes as needed
6. Save your work

The Record Work page shows all assets for the customer, with their components listed. This makes it easy to quickly log what was done during the visit.

Asset Organization on Record Work:

• Active assets appear in the main list
• Not in use assets appear in a collapsible section at the bottom
  • Expand this section if you need to record work on inactive equipment
  • These assets are separated to keep the focus on active equipment during service visits

Service Actions

When recording component work, select the action performed:

Hour Readings

For assets that track hours, record the meter reading during service. This:

• Updates the asset's current hours
• Links component work to specific hour marks
• Enables predictive maintenance calculations

Multiple Technicians

Services support multiple technicians. Each technician's time is tracked separately:

• Who worked on it
• When they worked
• How many hours they spent

This supports accurate labor billing and payroll.

Customer vs. Internal Notes

Nordvest separates notes by audience:

Use customer summaries for professional, invoice-ready descriptions. Use internal notes for candid observations, recommendations, or warnings for the next visit.

Best Practices

• Record line items in detail — Future you will thank past you
• Always log hour readings — More data = better predictions
• Separate customer and internal notes — Be professional on invoices
• Close services promptly — Don't let completed work pile up
• Use orphan services sparingly — Requests create better audit trails