Asset Service, Deficiency, and Quote History

Previously, you could only see service, deficiency, and quote history for an entire location. This made it challenging to examine the full lifecycle of a particular asset, which in turn limited your ability to help your customers understand the lifetime cost of equipment, make repair vs. replace decisions, etc.

With this release, you can now examine the full service history, all deficiencies ever recorded, and all quotes ever created for any asset in ServiceTrade.

To view the details of an asset, simply click its name in the list of assets for any location:

On this asset details page, you can review all information about that asset, including equipment details:

Service history:

Deficiency history:

And quote history:

You can edit the asset simply by clicking on the edit pencil icon in the upper right corner of the asset details section:

This will allow you to edit all details of the asset(manufacturer, model, etc):

In future releases, you will be able to review the list of recurring services associated with an asset, and add deficiencies, quotes, jobs, and services directly from a specific asset. You will also be able to search and export results from an account-wide list of all assets, which will give you the ability to quickly identify all assets that you service based on their type, manufacturer, model, or other identifying characteristics.

Deactivate and Replace Asset

Your technicians may frequently need to deactivate old asset records, and in some cases indicate that the old asset has been replaced by a new asset that performs the same function (for instance, a fire extinguisher replacement, or the replacement of a component of an air handling system).

It is now possible for technicians to change the active status of an asset directly from the tablet application by editing that asset and clicking the "Make Inactive" button in the upper right corner of the screen:

If you choose to create a replacement, a new asset of the same type will be created, and you will immediately be able to enter information about that new asset. The order of that asset will be the same as the asset that it replaces: for instance, if you choose to deactivate and replace the third alarm device in a set of 20 alarm devices, the new replacement device will appear in the third position in that list of 20 devices.

Better Customer PO Visibility for Quotes

If your customer supplied a purchase order number when approving a quote that you submitted to them through ServiceTrade, previously it was difficult to see and refer to that PO number during the quote lifecycle.

You can now review the customer's PO number when viewing a quote:

You can add and edit customer PO numbers through the "Manage Quote" interface:

The customer's PO number is now also visible on quote approval email notifications, both to your internal users and to the customer. The customer PO number, if supplied, also appears in the quote's history log.

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