A Maintenance Visit is a visit made by an engineer to a Customer’s premise for maintenance work of an Item.

A Maintenance Visit is usually created from a Sales Order of type 'Maintenance'.

1. Prerequisites

• Customer
• Item

2. How to create a Maintenance Visit

To create a Maintenance Visit, go to:

Support > Maintenance Visit

2.1 Additional Options when Creating Maintenance Visit

• Customer Feedback: You can record any feedback given by the Customer regarding this Maintenance Visit.

The following fields will be fetched from the Customer form

• Customer Address
• Contact Person
• Territory
• Customer Group