The Service and Calibration module helps you manage preventive maintenance, inspections, calibrations, and repairs for tools and equipment. This module supports service scheduling, work orders, meter tracking, and reporting.
Service Plans
You can create recurring or one-time Service Plans that include:
Service, inspection, or calibration tasks
Linked tools and parts
Labor and material charges
Existing or custom service plans assigned to tool records
📝 Service Requests
Log maintenance needs through the Service Requests screen. Each request can include:
Urgency level
Requested service
Description of the issue
Tool and serial number details
🗂️ Work Orders
Create and manage Work Orders directly or from Service Requests.
Work Orders include:
Current status and assignment
Service request notes
Tasks performed
Charges and completion records
📅 Service Schedule
Use the Service Schedule to view and manage upcoming service events.
You can:
Search by tool number, model, or date
View meter-based and date-based intervals
Print the schedule for field or shop use
📊 Meter and Odometer Tracking
Track and manage meter readings to keep service intervals accurate.
You can:
Set meter collection intervals
Import readings using a spreadsheet
View meter history for individual tools
Monitor exceptions using the Meter Exception Report
🔎 Monitoring Tools
Use tool records to track all service-related activity.
Tabs available on each tool include:
Open Work Orders – View active service items
Service History – See completed work
Meter History – View readings and exceptions
ToolWatch Services – Summary of performed services
ToolWatch Service Records are built from completed work orders and linked service plans. You can track recurring or on-demand service events, record calibration outcomes, and manage costs associated with maintenance tasks.
