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How do I create a planned maintenance request?

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Creating a Maintenance request
A planned maintenance request is nothing but a scheduled appointment. Here is the process flow for planned maintenance requests in work orders:

  • A work order is created from the service contract with the Service type as Scheduled Maintenance
  • The location is set to Onsite or Remote based on the location of the service.
  • When a service is completed, the number of service requests pending for the customer is reduced. 
  • Any part replaced to fulfill the service request is billed as part (product) cost per the price book.
  • Any additional service performed during the service request is billed as the service cost (labor) per the price book.
To know more about Work Orders, click here.
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