Services

In the Services tab, you can manage all service records, create templates, and set reminders. Here’s how it works:

All services

This section shows all created service records. You can:

— work with the list of service records

— create a new service record

— add service objects

— add completed jobs and spare parts

— set service reminders

— use additional functions in each service record

Templates

Templates help quickly create standard service records. Here you will learn:

Where saved service templates are stored
How to create and apply a template

Reminders

Keep track of upcoming services and never miss important dates. You can:

Edit reminders
Change their status

All Services

This section shows all service records added to the system.

Working with the service list:

Customize the list: select which columns and parameters to display
Delete unnecessary records by clicking the icon next to the row
Use the buttons in the top-right corner:

— Show filters

— opens fields for data filtering

— Refresh

— updates the service list

— Create service — click

to add a new service record

Creating a service

1. Click Create service

2. In the window that opens, fill in the service information:

General information:

Template — select a template to auto-fill fields
Occurrence — indicate if it’s a one-time or recurring service
Service name — enter the service title
Supplier — select from the dropdown (see below on how to add a supplier)
Service status — mark as completed or not
Invoice number — e.g., invoice or internal document number
Service type — choose from the list
Date and time — specify when the service was or will be performed
Comment — add a note if necessary

Service objects

Specify which objects are involved in this service:

In the Add to objects section, select one or more objects from the dropdown list

To remove an object, click the Delete button

next to it.

Jobs

How to add a job:

1. Go to the Jobs section

2. Click Add job

3. In the window that opens, fill in:

Job name
Service type — select from the list
To add a new type:

Сlick

Enter the name, and select a category: service, job, or part

3. Сlick Save — the type will appear in the list
Cost and quantity
Comment — if needed

4. Mark Completed if the job is finished

5. Click Save

Added jobs will appear in the list. The total cost of all jobs will be calculated at the bottom.

Parts

How to add a spare part:

1. Go to the Parts section

2. Click Add part

3. In the window that opens, fill in:

Part name
Part type — select from the list
Supplier or manufacturer — select from the list
To add a new supplier/manufacturer:

Click

Enter the name, phone, email, and address

3. Click Save
Part code, price, count
Comment — if needed

4. Mark Completed if the part has been installed

5. Click Save

Added parts will appear in the spare parts list, and their total cost will be calculated automatically.

Creating reminders

In the Reminders section, you can set automatic notifications for services.

How to create a reminder:

1. Go to Reminders

2. Click Add reminder

3. In the new window, fill in:

Reminder name
Service date

Optional fields:

Repeat interval — how often the reminder should repeat
Days before — how many days before the service to send the notification
Mileage or engine hours
Mileage/engine hours interval
Notification method — email or others

To receive email notifications, confirm your email in Privacy
Reminder text:

— Subject — what the reminder is about

— Header — what will appear at the top of the message

— Message text — you can use variables for automatic data substitution:
%current_time%— current time
%reminder_name%— reminder name
%current_moto%— current mileage
%current_mil%— current mileage in miles
%agent_id%— account ID
%vehicle_name%— vehicle name
%driver_name%— driver name