Organizations using the Platform for Operations & Maintenance
  • 06 Oct 2022
  • 1 Minute to read
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Organizations using the Platform for Operations & Maintenance

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You are a facility manager or a service supplier, and your organization wants to share digital service records, send digital invoices, improve transparency, consistency, and accountability, or simply manage their preventive maintenance needs better. 

You will need to set up a few things before you can use the platform: 

  • Procedures - your organization might come with a few basic Procedures for your field technicians.  You can (and should) customize these to suit your needs. 
  • Managed lists - you might want to check the Manage section to configure lists, such as Work Categories, Materials, and Tools.  These lists come with defaults but we encourage you to customize them to your company's needs.
  • Billing Templates - if you are going to be sending invoices, you will need to create at least one Billing Template with a default labour rate and terms & conditions. 
  • Import data - you will need to add at least 1 Building and import some Assets into that Building.  For billing, you will also need to add at least one Customer.

Once that’s done, you can go to All Work and begin creating billable Jobs and site Visits.  Your technicians can see the same list of active Visits on the All Work section of the Service Twin® mobile app.

Tip!
Create Procedures for each type of work you do on each type of asset. For example, 'Major Maintenance' on a Boiler, or 'Cleaning' in a Washroom (you can leave Asset Category and Work Category blank to reuse the same Procedure in multiple places). The Service Twin app will use the Work Category of the current visit/task to automatically select the best Procedure.

To avoid manual dispatching, go to the O&M Planner screen and create recurring schedules for your planned maintenance.  These items will show up on All Work each time their Start Date approaches. 


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