The repair still owed
Record the remaining repair as a We Owe. Add the customer, machine, responsible person, and next date.
The office can see the open repair alongside other work owed to customers.
Diagnosis, order, and installation
Add tasks to confirm the part number, order the part, and schedule the return visit.
Assign each task to the person doing it. Mark tasks complete as the work happens.
The return visit
Link the return service request to the We Owe. The original investigation and later repair remain connected.
A We Owe can link to several service requests when the repair needs more visits.
Waiting for a part
Defer the We Owe with a reason and a resume date. It returns to the active list on that date.
Mark it complete when the remaining work is finished.