Service motions
The template starts with recognisable work, not a generic task type.
- Emergency leak and blockage response
- Fixture, pump and tank installation
- Pipe, valve and drainage repair
- Preventive inspection and society AMC visit
- Revisit, snag and project-support work
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Site, building, floor, unit and service zone
- Fixture, pump, tank, valve and line identity
- Supply, drainage and shut-off context
- AMC entitlement and prior fault history
- Access, occupancy and immediate-containment state
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Reported symptom and diagnosed cause
- Access, isolation and shut-off confirmation
- Before-and-after condition and flow test
- Fittings, parts and consumables used
- Scope-change approval and customer acknowledgement
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate workmanship revisit, product warranty and society AMC scope
- Define emergency exclusions and chargeable material before work
- Route repeat leakage and unresolved root cause to supervisor review
- Generate planned inspections from site and covered asset schedule
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve compatible pipes, valves, seals, fittings and pump parts
- Track technician issue, consumption, return and scrap
- Plan isolation, pressure-test, drain-clearing and access tools
- Record customer-supplied material separately from company stock
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Approve revised estimate when diagnosis expands the scope
- Separate labour, material, emergency fee and AMC-covered work
- Record cash, UPI or gateway status against the exact visit
- Keep collection pending until receipt or office confirmation exists