The Bike Company offers its customers a 2-year recurring maintenance service. Suzanna explains to Ivan which steps are necessary to create the corresponding service orders.
Service Order Templates
The service department of the Bike Company has to define service order templates for standardized service tasks, for example, a regular bike service.
Service order templates describe a series of individual service activities. You can use service order templates to standardize recurring activities. If you have a service order template, you can create service orders and maintenance plans with minimal effort by referencing the items and processes that were created in the service order template.
You can link reference objects such as pieces of equipment, functional locations, serial numbers, and products to service order templates.
Service order templates also specify the spare parts that are required for routine service tasks and the time needed to perform the work.
For example, if you create a service order for routine work for which all the individual items are already described in a service order template, you only need to specify the service order template and the required dates in the service order. You do not need to enter the individual items, because they are copied from the service order template.
Follow the conversation between Suzanna and Ivan to learn more about the structure of the service order template.