Service motions
The template starts with recognisable work, not a generic task type.
- Reservation and availability commitment
- Pre-dispatch inspection and delivery
- Customer handover and meter capture
- On-rent service or replacement
- Return, damage assessment and turnaround
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Equipment category, model, serial and ownership
- Meter, runtime, fuel or charge state where relevant
- Accessory, attachment and safety-kit relationship
- Current location, custody and availability state
- Inspection, maintenance and damage history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Pre-dispatch identity and condition
- Meter, runtime and accessory checklist
- Signed or acknowledged custody transfer
- On-rent issue and service action
- Return condition, damage observation and final meter
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate owner warranty, preventive plan and customer damage responsibility
- Block rental when mandatory maintenance or inspection is due
- Attach vendor case references without assuming acceptance
- Carry repeat breakdowns into replacement and fleet-review decisions
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Track equipment, attachments, cables, batteries and safety kits together
- Reserve field-service spares and replacement units
- Control depot and technician custody for tools and consumables
- Quarantine returned equipment until inspection clears availability
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Keep deposit, rental charge, transport, fuel and damage lines distinct
- Link approved extensions and late-return rules to the contract
- Record invoice, credit adjustment and provider-confirmed collection
- Release deposits only after return and commercial review