Job Site Service History

To use the 'Job Site Service Schedule' the Contract requires a Service Interval to be assigned on the document that defaults from the Customer Site Information.
Service due is then reported on the Job Site Service Report and the service transactions completed can be entered using any of the following methods:

• enter manually as they are completed in Job Site Service Schedule
• update in batch from the Job Site Service Report to PDF action using the Date Last Serviced plus the Service Interval on the document to automatically calculate the Date Serviced
• import in bulk by Division and/or Zone by the exporting the Job Site Service Report to a spreadsheet and using the IMPORT action from Job Site Service Schedule

This history screens tracks all service transactions logged for a Contract by date, and with the driver and any comment from an import or manual record.
Records may not necessarily display in date sequence if transactions were entered or modified out of date order.

Service transactions can be modified in this history log, and additional transactions can be added.
Service transactions cannot be deleted from the log.

Note: If multiple service records were imported with different dates for different products on the same contract, each service transaction is written to this history, but only the last date is recognized as the Date Last Serviced for the contract which is the used for all product for scheduling the next service date.