How to Start a Service Event in Blue Collar Parts
How to start a preventive maintenance service event in Blue Collar Parts: choose the customer and asset, pick the type of work, and open the work.
- Published
A service event is one visit to one piece of equipment. It keeps the customer, the asset, and the work together, and it is private to your account until you send the record.
Start one
- Press NEW SERVICE EVENT from the dashboard, a customer, an asset, or the calendar, or go to start a new service event.
- Customer: pick the customer, or add a new one.
- Asset: pick the asset, or add a new one.
- Service details: choose Preventive maintenance as the Type of work. See record a PM service.
- If the asset has no PM form of its own, such as a trailer, a Maintenance form choice appears. Pick the form you are working to.
- Add Notes if you want, and press Start Service Event.
The work opens immediately, ready to record.
Starting from a customer or an asset
Starting from a customer's or an asset's page fills in the first steps for you. Starting from an asset is the fastest way to begin a repeat visit.
What happens to the service event next
A service event moves from not started, to in progress, to complete, and then to sent when you send the record. Starting and completing work is free. See service events and records for how the pieces fit together.
Links into the app open your account. If you are not signed in, you will be asked to sign in first.