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Generating a service order from a machine meter can be automated once the machine/meter has been setupset up.
Readysell allows you to manage the bulk of preventative service order work using our scheduled service order feature.
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If a machine already has an Open Service Order whether it be a manually inserted service order or an auto-generated service order, then when the 'Generate Scheduled Service Orders' task runs it will not create another service order until the current open service order has been finalised.
If a Preventative Maintenance (which is a manual service order) has been performed by the Technician whilst out on-site, then you can link this manual service order to the PM meter service, by clicking on 'Link Meter Service' action button in the ribbon in service order module.
If a Preventative mainternance maintenance service order has been generated by the task and it is not required, Cancel the Open service order do not delete it
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Setup Procedure
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