{
  "slug": "service-events-and-records",
  "title": "Digital Preventive Maintenance Service Records You Send to Your Customer",
  "description": "Learn how a preventive-maintenance service event becomes a record your customer receives: what was checked, what was found, what was done, and what needs attention next. Finishing the work and sending the record are separate steps.",
  "track": "product",
  "kind": "article",
  "status": "available",
  "isRegulatoryAdjacent": false,
  "publishedAt": "2026-09-01",
  "updatedAt": "2026-10-20",
  "cfr": [],
  "related": [
    "what-is-blue-collar-parts",
    "what-is-a-pm-inspection",
    "what-belongs-in-a-pm-report-for-the-customer",
    "start-a-service-event",
    "record-a-pm-service",
    "send-a-record-to-your-customer",
    "what-your-customer-receives"
  ],
  "topics": [],
  "nextStep": null,
  "sources": {
    "citations": [],
    "reviewed": "2026-10-20",
    "reviewedEdition": null,
    "reviewedText": "Reviewed 2026-10-20"
  },
  "url": "https://shopbluecollarparts.com/kb/service-events-and-records",
  "markdownUrl": "https://shopbluecollarparts.com/kb/service-events-and-records.md",
  "body": "A preventive-maintenance visit is easier to stand behind when the work is written down clearly and the customer has it. Blue Collar Parts uses a **service event** to keep the customer, the asset, and the work performed together.\n\n## What a service event is\n\nA service event is a dated record of work performed on a specific piece of equipment. It records who did the work, which asset it concerned, and the service information the technician entered. A service event is private to the technician's account while the work is being entered and completed.\n\n## From finished work to your customer\n\nFinishing the work and sending it are separate steps, and each one is its own action:\n\n1. **Mark work complete.** The technician finishes the visit. Nothing is sent and nothing is charged.\n2. **Send record.** The technician sends the completed record to their customer. This is the paid step.\n3. **The customer confirms it.** The customer receives a link and confirms it to view the record.\n\nStarting and completing a service event is free; you pay when you send the record. Prices are shown before you pay and are subject to change.\n\nNothing is sent automatically. A record reaches the customer only when the technician sends it, never as a side effect of entering work.\n\n## Step by step\n\nThe [user guide](/kb/user-guide) lists every step in order, from your first customer to the sent record, with a page for each.\n\n## What the customer receives\n\nThe customer is whoever the technician did the work for: the equipment owner, its operator, a fleet management company, or a maintenance and repair department. The record should give them a concise account of what was checked, found, done, and due next. [See what belongs in that report](/kb/what-belongs-in-a-pm-report-for-the-customer).\n\n## Intervals and next service\n\nEquipment is serviced on a schedule, but the correct schedule depends on the equipment, its operating conditions, and the manufacturer's documentation. A service record can preserve the date and meter or odometer context that makes the next visit easier to plan; it does not invent an interval or replace equipment-specific guidance.\n\n## Who can see what\n\nService events are scoped to the technician's account. A technician sees their own customers, assets, and events; a request for another account's record does not return a redacted version of it, it returns nothing. A customer sees the record that was sent to them.\n\n---\n\n*Product behavior described here is subject to change. Preventive maintenance is not a federal annual inspection and does not establish regulatory compliance.*",
  "license": "CC BY 4.0",
  "licenseUrl": "https://creativecommons.org/licenses/by/4.0/"
}