Manual Service Logging allows you to record work performed outside of scheduled dispatch jobs. This ensures all service activities are documented, even those completed on-the-spot or by third parties.
When to Use Manual Logging
| Scenario | Example |
|----------|---------|
| Emergency Response | Unscheduled urgent service call |
| Drive-By Service | Work done while in the area |
| Subcontractor Work | Third-party service providers |
| Historical Entry | Recording past services |
| Courtesy Service | Complimentary work for customers |
Accessing Manual Logging
Log Service Form
Required Information
| Field | Description |
|-------|-------------|
| Service Type | Select from your catalog |
| Customer | Search and select customer |
| Unit(s) | Specify units serviced |
| Service Date | When work was performed |
| Performed By | Staff member who completed work |
Optional Information
| Field | Description |
|-------|-------------|
| Duration | Actual time spent |
| Notes | Description of work performed |
| Photos | Upload service evidence |
| Billable | Mark as chargeable or courtesy |
Adding Evidence
Upload documentation to support the service record:
| Evidence Type | How to Add |
|---------------|------------|
| Photos | Click upload or drag-and-drop images |
| Documents | Attach PDFs or other files |
| Notes | Enter detailed service description |
Review Before Saving
Before submitting:
Post-Logging Actions
After logging a service:
| Action | Purpose |
|--------|---------|
| Generate Report | Create PDF for customer |
| Add to Invoice | Include in billing (if billable) |
| Notify Customer | Send service confirmation |