Service motions
The template starts with recognisable work, not a generic task type.
- Installation and commissioning
- Filter and membrane replacement
- Leak, pump and purification complaint
- Water-condition check within service scope
- Warranty and AMC maintenance visit
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Unit brand, model, serial and installation location
- Filter, membrane, pump and controller configuration
- Installation, warranty and AMC dates
- Input and output reading history
- Consumable change and repeat-fault history
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Unit and consumable identity
- Input and output readings with instrument context
- Removed and installed consumable record
- Leak, flushing and function checks
- Customer acknowledgement and next recommendation
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Separate product warranty, consumable exclusion and AMC coverage
- Generate reminders from installed component and agreed schedule
- Record declined recommendations without treating them as completion failure
- Escalate repeat leak, pump and abnormal-reading complaints
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Reserve model-compatible filters, membranes, pumps and fittings
- Track consumables issued, installed, removed and returned
- Record meter or test instrument used when required
- Reconcile technician van stock and unused components
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Distinguish covered visit, consumable charge and paid repair
- Present estimate and tax treatment before chargeable work
- Record cash, UPI or gateway result against the exact visit
- Keep collection pending until receipt or office confirmation exists