Maintenance Visit

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

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