Getting Started

Q: What's the difference between breakdown jobs, scheduled services, and compliance inspections?

The equipment servicing system uses three distinct job types that reflect real-world operational workflows. Breakdown jobs are created ad-hoc when equipment fails unexpectedly. These are urgent, unplanned responses to equipment failures. Scheduled services are routine maintenance visits that happen at regular intervals but don't require formal inspections or compliance checks. Compliance inspections are scheduled regulatory or safety inspections that require specific calibration points to be checked and documented. Each job type follows its own workflow and has different requirements for completion.

Q: How do I set up equipment that was sold to a customer?

When you deliver equipment through a sales order, the system can automatically create equipment records. First, mark your product as equipment in the product form by checking the "Equipment" field. Ensure the product uses serial number tracking. When you deliver the sales order and confirm the picking, the system will automatically create an equipment record for each serialised unit, capturing the customer details, delivery information, and linking back to the original sale.

Q: Can equipment have multiple warranties at the same time?

Yes, absolutely. Equipment can have both an original manufacturer warranty and extended warranties purchased later. The system tracks all warranties and automatically determines which one is currently active based on the dates. When you view equipment details, you'll see the current warranty status and can access the complete warranty history through the warranties tab.