This September 2024, we’re excited to introduce a new form specifically designed for preventive maintenance jobs: Service Report. This new job form will ensure maintenance jobs are thoroughly documented and easily accessible.
We invite you to view the full demo of Service Report below and share your thoughts in this topic. We will keep it open for feedback until 16.08.2024.
1. Why Service Report helps?
- Seamless distribution of reports to your customers.
- Enhanced transparency with maintenance job details and checklists.
- Ensured regulatory compliance with accurate and accessible documentation.
2. What to expect in Service Report?
- A PDF report for each preventive maintenance job.
- Designed for easy viewing and distributing.
Preview the default form
See image below, or click here to view in PDF format.
Preview the form with sample inputs
See image below, or click here to view in PDF format.
Your feedback is invaluable to us, and we look forward to receiving it 
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We’ve recently received some nice suggestions from @johnny.husoy that I’m excited to share with you all.
@huy.le @randi.egeland could you please take a look and discuss further with Johnny if necessary?
Thank you for your feedback Johnny and for the dialogue we had on teams related to your input.
The placementof the serial no. will be as suggested in the example. Equipment owner’s ID will have the highest priority and show in the first position if available as in the other reports we have. If no Equipment owner’s ID is registered on the equipment this field will not show up in the report and serial no will be in no. 1 position as you suggest.
Related to the change of color suggestion we will keep that in mind and discuss internally. In general we plan a redesign of the reports to make them look more modern in later release and this will also affect the new preventive maintenance report.
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This looks good and will solve some challenges that we currently face. I would support Randi’s position that the Owner ID occupies the first priority, with the serial no. second, unless there is no registered Owner ID. I am curious to know how the report would look if the item had sub-items attached to it?
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Thanks for sharing your thoughts @richard.stannard!
In case you have main and sub equipment, the Service Report will show 1 section for the main equipment and subsequent sections for the sub equipment. These sections for the equipment details are placed above the Remarks section.
This is a quick preview of the Service Report in case you have a main equipment with 2 sub equipment:
Note:
- The section in purple is for the main equipment.
- The sections in red are for the 2 sub equipment.
- In reality, only fields with values are listed.
Thanks Phuong - looks good!
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Hello Randi,
thanx so much for your time in the dialogue and some other tips of using the software.
that was highly appreciated.
Looking forward to the new release later this year.
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Hello all,
We are excited to share the latest design of the new Service Report for preventive maintenance jobs. Kindly note that the released version may include some minor adjustments based on further optimization.
Latest design - Preview default document
Latest design - Preview with sample inputs
Thank you to everyone who provided valuable feedback!
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