Serviceable Items

A serviceable Item is an item that you want to make available to service and /or create a service agreement for. If you have a product that would require ongoing maintenance and service that you can create a Serviceable Item to track information such as warranty, the model, service tickets and so on. 

In the image below you can see the information needed when creating a Serviceable Item. The fields with the "*" sign are required.

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You can create a Serviceable Item from a Company record or from an existing Project / Job record. It is recommended to create it from an existing Project / Job record so it is connected and easier to search should you need to. 

Once a Serviceable Item is created you can attach documents, add notes, create Help Desk Incdients, Service Tickets and more.

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If you provide your customers Service Agreements which include Preventative Maintenance Call you can create proposals and Service Contracts for Serviceable Item(s) See the Service Agreements section here.

Below is a short video on Serviceable Items: