Field Service and Repairs

Q: Why create a field repair instead of a workshop repair?

Field repairs and workshop repairs serve different operational needs. Field repairs are for equipment that remains at the customer site. These integrate with the field service module, allowing you to schedule technician visits, track travel time, and complete work on-site. Workshop repairs are for equipment that comes into your facility. These use the repair order module and track equipment through your workshop, including parts replacement and labour time. The choice depends on whether equipment can be moved and where the work needs to happen.

Q: How do I capture equipment readings during service?

Equipment readings (like odometer values, hour meters, or cycle counts) are captured directly on the job record. First, configure the reading type on the equipment record (hours, kilometres, cycles, etc.). When technicians complete a service job, they enter the current reading value. The system validates that new readings are higher than previous readings to prevent data entry errors. These readings help track equipment usage and can trigger service schedules based on usage rather than just time.

Q: What's the purpose of the Job Safety Assessment (JSA)?

The JSA provides a structured safety checklist for field service work. When you create a field service task, you can load the JSA questions which are split into pre-work and post-work sections. Pre-work questions ensure the technician has identified hazards, has appropriate equipment, and understands site safety requirements before starting work. Post-work questions confirm proper cleanup and site restoration. This creates an auditable safety record for each job and helps maintain consistent safety standards across your workforce.