We’ve worked with organizations where high-end equipment is employed for daily operations. Having a fused light or a ripped belt drive hurts their business. More importantly, these hiccups affect their reliability and efficiency. This blog post explains how the Basic Service and Maintenance feature in EZOfficeInventory can be used to keep your equipment in the best shape.
For Advanced Services and Maintenance (including Recurring Services and Service Triage, which can be enabled from Settings → Add Ons), click here.
1. Tracking Service and Maintenance Events
1.1. Starting and completing services
You can enter an asset in maintenance from the listing or its detail page.
- From the Item Listings page:
Pick one or more item(s) from the Asset listings page by selecting their relevant checkboxes, and click on Actions > Start Service. This will display a ‘Service Assets’ overlay. With every maintenance record, you can enter the type of service (standard, repair, warranty, or other), the vendor or member performing the service, and the description.
You can also add inventory items that will be consumed in this service. If you know when the service will end, specify an expected completion date to get alerts when this date arrives.
Once service is started, you can edit/extend this date if it doesn’t go as scheduled.
- From the Asset Details page:
Click on More > Service > Start Service. This will prompt the Service overlay. Click on ‘Create Service’ once you’ve specified all the details.
Note: Maintenance cannot be started for assets in a checked out state (or checked out cart). Service records can be added as well to an item being checked out or in a maintenance state.
To extend, edit, or complete a service, follow the same paths for both the Asset Listings page and the Asset Details page. As an example, to complete a service, go to an Asset Details page and click on More > Complete.
A new overlay will ask you to input the cost of the service. You can also add comments or data regarding consumed inventory. Click on ‘Update Service’ once done.
1.2. Creating Service Records
If you simply want to record a service event without tracking the complete maintenance cycle or making the item unavailable, add a service record.
To create a service record for multiple assets, select the checkboxes from the Asset Listings page, and then click on Actions > Start Service.
To create a service record for a single asset, go to the Asset Details page and click on More > Service > Start Service.
A Service overlay will appear. Select the ‘Create a service record’ radio button. Log all relevant data and click on ‘Create Service’.
This option is also useful when you want to add an old service event while an asset is already under maintenance and unavailable. You can also use it to record on-spot service costs.
Note: Service records are always marked as ‘Completed’.
Other than administrators, staff users can also comment on these service events, if the assets in question are visible to them.
Staff Users can schedule services and put items into maintenance. You can enable this from Company Settings > Service and Maintenance for Staff Users.
You can also set these preferences for specific User Listings from More > User Listings > <Name of User Listing> > Settings tab > Enable Services and Maintenance for Staff Users. These individual settings will be given preference over the above mentioned.
1.3. Service History
All services and maintenance events for an asset are listed under its Services tab on the Asset Details page.
Note: The M next to service type indicates whether this event is a maintenance event (M) or a service event (S).
Account Owners and Admins can also edit these events if you’ve enabled ‘Service Edit and Deletion’ from Company Settings. Please note that you can only edit the service date and description of an ‘active’ service, whereas a ‘completed’ service can both be edited and deleted. However, if deleted, any linked inventory consumed in that service will be replenished.
The items currently in maintenance are also summarized under notifications bell. This is the place for quick view and actions on service events i.e. active, completed.
The service notifications let you keep tabs on service and maintenance events for all items in the system.
The Active tab shows all service items that are currently in the maintenance state, the Completed tab lists all completed service events while the Pending tab displays all service events that are due but are yet to be processed.
2. Tracking Warranties in EZOfficeInventory
This is how you can track warranty renewals in EZOfficeInventory using Custom Fields. Set a Date Alert for warranty renewals to enhance preventive maintenance.
3. Setting up Service and Maintenance Alerts
You can configure the following alerts from the Alerts tab
– Created: To get an email whenever a service ticket is created on an asset
– Started: To get an email whenever a service is started on an asset/package
– Extended: To get an email whenever a service is extended on an asset/package
– Completed: To get an email whenever a service is completed on an asset/package
– Completion Due: To get an email when the expected completion date for the service arrives
– Comments: When someone enters comments on a service record.
4. Service Events on the Dashboard
5. Service Reports
Get insights on your service and maintenance events from ‘Reports’. Filter equipment maintenance data based on the timeline, type of service, group the items belong to, or whether to include packages, retired assets or Zendesk tickets in your audit data.
6. Add Services ‘On the Go’
7. Tracking Service Tickets in Zendesk
Services and maintenance in EZOfficeInventory can now be tracked using Zendesk tickets. Enable Zendesk Integration from Settings → Add Ons. While creating a service ticket, enable ‘create a ticket at Zendesk as well.
These tickets can be viewed on an Item’s details page.
View of the same ticket in Zendesk
Learn More about Zendesk EZOfficeInventory Integration.
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