Services

Services are where the real work happens. Every PM visit, repair call, and maintenance job flows through a Service record that tracks what was done, when, and by whom. If NORDVEST is the operating system, Services are the heartbeat.

Service Origins

Services come from two places:

• Service Agreements — Scheduled PM visits that you planned for
• Service Requests — Ad-hoc customer calls that you didn't

Either way, the Service is where you roll up your sleeves and record the work.

Service Lifecycle

Every service follows a straightforward three-step workflow:

Open → Done → Closed

Status Transitions

• Technicians record work while the service is open
• When the field work is finished, the service moves to "Done" — signaling it's ready for review
• A service manager reviews and closes the service
• Closed services can be reopened if something was missed (hey, it happens)
• You can even record additional work on closed services if needed — because sometimes the tech remembers one more thing after the paperwork is done

What's in a Service?

Each Service tracks:

• Customer — Who was serviced
• Scheduled Date — When service is planned
• Started/Closed — Actual work timestamps
• Technicians — Who performed the work (with hours worked per technician)
• Materials — Parts and materials used during the service
• Internal Notes — Private notes for your team

Service Materials

Track exactly what parts and materials were used on each service. When recording work, you can add materials with:

• Part — Link to an item from your Parts Catalog (or enter a description)
• Quantity — How many were used
• Unit Cost — What each one cost

Materials are tied to the service record, giving you a clear picture of what went into each job and what it cost. This feeds into We Owe tracking too — when a We Owe is linked to services, NORDVEST rolls up all the materials and labor automatically.

Recording Work

This is the big one. When a technician performs service, the Record Work page is where everything gets logged.

Starting From a Customer

You can start recording work in two ways:

1. From a Service — Open the service record and click Record Work
2. From a Customer — Navigate to a customer page, click Record Work, and select which open service or agreement to work on

The customer-first approach is especially handy when a tech is already on-site and wants to quickly pick up the next job without hunting through lists.

What You'll See

The Record Work page shows all of the customer's assets with their components listed out. No hunting around — everything you need is on one screen.

1. For each asset, enter the current hour reading (if the asset tracks hours)
2. Check off the components that were serviced or replaced
3. Add any materials used
4. Either Save (to come back later) or Save & Close Service to wrap it up

Asset Organization on Record Work

Assets are organized to match how you think about the job site:

• Grouped by Asset Group — If the customer's equipment is organized into groups (like "Compressor Room" or "Building B"), assets appear under their group headings. This makes it easy to work through equipment area by area.
• Ungrouped assets appear in their own section
• "Not in use" assets appear in a collapsible section at the bottom
  • Expand this section if you need to record work on inactive equipment
  • They're tucked away to keep your focus on the equipment that matters most during the visit

Hour Readings

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

• Updates the asset's current hours
• Links component changes to specific hour marks
• Feeds predictive maintenance calculations so NORDVEST can help you see what's coming next

You can also edit hour readings after the fact if you entered a number wrong, and delete readings that aren't linked to a service record. NORDVEST validates edits to make sure hours stay in logical order — it won't let you enter a reading that's lower than the one before it.

Tip: Always grab the hour reading, even if you don't think you need it right now. Consistent hour data is what makes NORDVEST's predictions accurate — and what makes you look like a genius when you tell a customer their oil is due in 3 weeks.