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Service Sheet

Module Guide: Service Sheet

Module Location

CRM > Service Recording > Service Sheet

Module Objective

The Service Sheet module is the next step after Service Recording. This module is used to create a work document or "job sheet" that details the technical work that has been performed. If the "Service Recording" is the initial request, then the "Service Sheet" is the record of the execution and completion of that service by the technical team.

1. Main View (Service Sheet List)

The main page of this module displays a list of all Service Sheets that have been created.

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View Explanation

This page is the center for viewing and managing all service work sheets.

  • Filters: You can search for a specific service sheet by Service Sheet Number or a Date From and Date To range.

  • Service Sheet List: The table below displays a summary of each service sheet, with important columns such as Service Sheet Number, Service Note Number (showing its link), Customer, and Status.

Button Functions

  • New: The primary button to create a new Service Sheet.

2. Steps to Create a New Service Sheet

The following is the complete workflow for creating a Service Sheet.

Step 1: Create a New Service Sheet

From the Main View, click the New button to open the Add Service Sheet form. image.png

Step 2: Select the Service Note

This is the most important step in this process.

  1. On the Add Service Sheet form, click the Pick button next to the Service Note Number field. image.png

  2. The system will display a list of "Service Notes" that have been approved and are ready to be worked on. Select the Service Note that corresponds to the job you are about to perform. 

Step 3: Complete and Save the Service Sheet

  1. After the Service Note is selected, the system will likely fill in the customer and service data automatically.

  2. Complete any other necessary details (if any), which might include technician's notes, work hours, or spare parts used.

  3. Click Save to save as a draft or Confirm to complete and finalize the Service Sheet. image.png

Workflow & Integrated Business Process

  1. A Service Note (Service Recording) is created to record the initial request from the customer.

  2. The Service Note is approved via the Service Note Inbox.

  3. The technical team creates a Service Sheet from the approved Service Note to document the details of the work that has been performed.

Tips & Important Notes

  • The Service Sheet is proof of work. Ensure you always create it based on a valid "Service Note" via the Pick button.

  • This module is very important for the technical or field service team to report on the work they have completed in detail.

  • The data from this Service Sheet can become the basis for billing if the service is chargeable.

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