Service Records maintain a complete history of all services performed, whether linked to scheduled jobs or logged manually. This provides accountability, enables reporting, and supports customer communication.
Accessing Service Records
Record Information
Each service record contains:
| Field | Description |
|-------|-------------|
| Service Type | Type of service performed |
| Customer | Customer who received service |
| Unit(s) | Equipment serviced |
| Performed By | Staff member who completed service |
| Date/Time | When service was performed |
| Status | Completed, Pending Review, etc. |
| Evidence | Photos, signatures, notes |
Filtering Records
| Filter | Options |
|--------|---------|
| Date Range | Today, This Week, This Month, Custom |
| Service Type | Select from catalog |
| Customer | Search by customer name |
| Performed By | Filter by staff member |
| Status | Completed, Needs Review, Flagged |
Record Statuses
| Status | Meaning |
|--------|---------|
| Completed | Service finished with all requirements met |
| Pending Review | Requires manager verification |
| Flagged | Issues noted requiring attention |
| Archived | Older records moved to archive |
Viewing Record Details
Click any record to see:
Exporting Records
| Export Option | Format |
|---------------|--------|
| PDF Report | Professional customer-facing document |
| CSV Export | Spreadsheet data for analysis |
| Bulk Export | Multiple records at once |