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By combining service actions with periodic task templates, you can create an efficient way to record all the info you need against each client asset during a service call, including invoicing for parts or special services.

Example: 

You service fire safety equipment. A unit has failed testing and a recharge is required. By applying a Recharge service action, you can instantly:

• add any necessary 

  Tooltip
  linkTextUnderline true linkText compliance forms or documents linkTextColor #00aeef linkTextUnderlineColor #00aeef

   to the task

• apply the relevant 

  Tooltip
  linkTextUnderline true linkText material or service charges. linkTextColor #00aeef linkTextUnderlineColor #00aeef

  
  

Here's how you'd set this up:

1. Create a service action group for each type of equipment you service, e.g. 'Extinguishers 3.5kg'.
2. Within each group, create individual service actions for the different types of work that may be required, e.g. Pressure Test, Recharge, Replacement.

3. Work through the tabs that appear:

   Section
   Localtab Group Localtab active true title Compliance Forms Localtab title Documents Localtab title Inventory

   
   

4. Link the service action group to each asset that it will be used for. 

   Tooltip
   linkTextUnderline true linkText Show me how. linkTextColor #00aeef linkTextUnderlineColor #00aeef
   In the Office interface, go to Manage > Assets and locate the asset you want to link the service action group to. In the asset card, click the Service Action Group dropdown and select from the options listed. Save the asset card.

   
   

5. Link the asset to the periodic task template that will generate the service jobs, and on the asset, select the Service Action Group that applies. 

   Tooltip
   linkTextUnderline true linkText Show me how. linkTextColor #00aeef linkTextUnderlineColor #00aeef
   In the Office interface, go to ServiceTrack > Periodic and open the periodic task template you need. Click the Assets tab and click Add Assets. Click the dropdown menu in the Service Action Group column and select the group you want for that asset.

   
   

All new jobs generated by that periodic task template will automatically list those assets, and each asset will offer the service actions.

In the AroFlo Field interface, open the asset and click the Image Removed (cog) icon, then click checklist and tap the dropdown beside underneath Service Action and select the one you need.

Image Added Image Removed

Give your staff a handy shortcut to just those documents, forms and materials they need. 

Example:

Suppose you want to give your Sales staff quick access to only the information they're likely to need for a particular type of product enquiry, rather than making them search through all your resources for each job. You could:

1. Set up a service action group called Product enquiries. 

2. Within the group, add individual service actions named for the different types of products, e.g. Fire Extinguishers, Fire Hose Reels, Emergency Lighting, Fire Alarms, Service Packages, Parts, Other.

3. On each service action, work through the tabs that appear.

   Section
   Localtab Group Localtab active true title Compliance Forms Localtab title Documents Localtab title Inventory

   
   

4. Link the Product enquiries group to the relevant task checklist. That will make each service action within the Product enquiries group available from each checklist item within the chosen task checklist. 

   Tooltip
   linkTextUnderline true linkText Show me how. linkTextColor #00aeef linkTextUnderlineColor #00aeef
   In Site Admin > Settings > Checklists > Checklist Templates, click on the template you want and scroll to the bottom. Click the Service Action Group dropdown and make a selection, then click Save Checklist Template.

   
   

5. Link the task checklist to the relevant task type. Your service actions (i.e. forms, documents and inventory items) will then be available from the task checklist whenever your staff use that task type. 

   Tooltip
   linkTextUnderline true linkText Show me how. linkTextColor #00aeef linkTextUnderlineColor #00aeef
   In Site Admin > Settings > Tasks > Task Types, click to open the task type you want. On the Checklist tab, under Auto Add Checklist, click the dropdown and select the checklist that you linked your service action group to. Click Add > Save Task Type.

   
   

Using service actions, you can add extra charges, or apply discounts, without having to search through your inventory list. 

Example:

You want your Field staff to be able to apply additional delivery charges on the spot where necessary, quickly and easily. You can:

1. Set up inventory items that have the additional charges you need, e.g. charges for delays, after-hours delivery.
2. Set up a service action group called Special Delivery.
3. Within the Special Delivery service action group, create a service action called Extra Charges.
4. On the Inventory tab of the Extra Charges service action, link the inventory items that contain the extra charges you need. 
5. Link the service action group to the relevant task checklist.
6. Link the task checklist to the relevant task type.

When you use that task type, select the Extra Charges service action from any checklist item and the extra charges you've set up will be added to your Materials list. You can then simply delete the charges you don't need for that job. The charges that remain will be added to the task invoice.