Service motions
The template starts with recognisable work, not a generic task type.
- Installation and product demonstration
- Warranty complaint and principal-authorised repair
- Paid diagnosis and repair
- Repeat complaint and escalation visit
- Preventive or service-campaign visit
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Product category, brand, model and serial number
- Purchase, installation and ownership history
- Site, room and access context
- Prior faults, repairs and exchanged components
- Current warranty, AMC or paid-service entitlement
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Serial plate and purchase-proof reference
- Complaint, diagnosis and fault code
- Before-and-after condition and function test
- Installed part and recovered defective-part custody
- Customer acknowledgement and unresolved advice
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate manufacturer warranty, dealer promise, AMC and paid work
- Retain approval references and exclusion reasons
- Route repeat repairs and claim exceptions to a supervisor
- Never present a KaryaFlow record as manufacturer authorisation
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve model-compatible service kits and serialised parts
- Track issue, installation, recovery, return and quarantine custody
- Record test equipment used when procedure requires it
- Reconcile unused material before the technician closes the job
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Approve paid-work estimates before chargeable repair
- Record labour, parts, tax and collection status separately
- Link cash, UPI or gateway receipt to the service docket
- Keep warranty claim and customer invoice as distinct obligations