Field Service starter

Asset service history

Show an asset's life: its details, every visit and the work done, cases, cover and the next planned maintenance.

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2 pages, as Docable made them from sample records with the HelioGrid sample brand. The company, people and figures are made up.

  1. Page 1 of the asset service history starter, made with the HelioGrid sample brand.
    Page 1
  2. Page 2 of the asset service history.
    Page 2

A service history (equipment passport) on an Asset: the asset's details with a QR code to its record, a summary of visits, the last visit, labour hours and parts value, a chart of labour by visit, the visits newest first, the work recorded against the asset, its cases, the entitlements and service contract lines that cover it (left out in an org without entitlements) and its maintenance plans with the next suggested date (left out without maintenance plans).

Needs Field Service in the org; shows more when Entitlements or Maintenance Plans is on.

Start from it.

New template › Start from a quick start › Asset service history. The draft opens with the fields in place.

Signed on site.

Previewed, signed and submitted in the Field Service app, even offline.

PDFWord

PDF and Word.

One template makes both.

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