Workspace · Service
Service & compliance
Maintenance
Service history and upcoming maintenance for equipment you've installed.
Overdue
Due soon
Tracked
Add maintenance record
Track an installed unit. The next service date is worked out from the last service + interval.
Records
Service agreements
Recurring maintenance plans. Each cycle we auto-create the scheduled visit on the board and draft the plan invoice — you just review and send.
Active
Visit due soon
Recurring / yr
Renewing 60d
Plans
New service agreement
Set the plan, price and how often you visit. The first visit and first bill are scheduled from the start date + intervals; both roll forward automatically after each cycle.
Add each unit the plan covers — pick from the equipment register or type it in.
Ex-GST. GST is added on the drafted invoice.
Discount this member gets on off-plan work (repairs/parts) — offered on their invoices & quotes.
Drafts & finalises the first plan invoice on signing so they can pay it online straight away. Needs the e-sign flow.
Agreements
Refrigerant log
Charge and recovery records for the equipment you service — a running compliance log.
Added (kg)
Recovered (kg)
Entries
Log a refrigerant entry
Record refrigerant added or recovered during a service or install.
Entries