Maintenance
Work orders, technicians, warranties and commissions.
Overview
Maintenance runs a technician-first repair workflow on top of hidden sales orders. Work orders capture device details with smart autofill, unify parts and labour on one document, honour warranty, and settle technician commissions through a clearing account — a jobs-only UX with full accounting underneath.
Key features
Work orders
Unified lines for parts and labour with smart device autofill.
Warranty
Track warranty coverage and apply it to eligible repairs.
Technicians
Technician-first UX with commission clearing and settlement.
How to use it
1. Create a work order
Log the device with smart autofill; a hidden sales order backs the job so it accounts like any sale.
2. Add parts & labour
Capture parts and labour as unified lines on a single work-order document.
3. Apply warranty
Honor warranty coverage on eligible repairs so the customer is billed correctly.
4. Settle technician commissions
Technician commissions clear and settle through a clearing account, with a jobs-only UX on top.
Roles & permissions
Maintenance permissions govern work orders; the technician-first UX hides the underlying sales-order machinery. Commissions clear and settle exactly like the Commission module, so technician pay is fully traceable.
Questions about this module
Is a work order a sales order?
It mirrors a hidden sales order for accounting, but the UX is entirely job-focused.
How is warranty applied?
Eligible repairs draw on the device’s warranty coverage automatically.
How are technicians paid?
Via commission clearing and settlement tied to each completed work order.