Service motions
The template starts with recognisable work, not a generic task type.
- Periodic service and inspection
- Mechanical or electrical diagnosis
- Accident and body repair coordination
- Breakdown response and towing handoff
- Warranty, package and repeat-repair visit
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Registration, VIN or chassis, make, model and variant
- Odometer, fuel or charge state and intake condition
- Owner, driver and fleet relationship
- Service, warranty and repair history
- Open campaign, insurance or external case reference
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Intake inspection and customer-reported concern
- Diagnostic finding and estimate version
- Approved work and added-scope consent
- Parts installed, old-part disposition and consumables
- Quality check, road-test note and delivery acceptance
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate manufacturer warranty, workshop repair warranty and service package
- Track package consumption and covered operations by vehicle
- Preserve insurer or manufacturer case references without claiming approval
- Escalate repeat repair and safety-related comeback
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve vehicle-compatible parts, fluids and consumables
- Track serialised parts, tyres, batteries and old-part custody
- Assign bay, specialist tool and calibrated equipment when needed
- Reconcile issued material, unused stock and external machining work
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Version estimates and retain approval for added work
- Separate customer, warranty, fleet and insurer responsibility
- Record advance, final invoice and provider-confirmed collection
- Keep credit release and vehicle delivery under explicit policy