Glossary
The words on the screen, defined once.
| Term | What it means |
|---|---|
| Asset | what you maintain on a site: an extinguisher, a boiler, a door |
| Asset type | an asset's family; it sets the maintenance interval |
| Assign | give a work order to a technician, for a time slot |
| Billable item | a line of work (time, part) waiting for its invoice |
| Bin | where a deleted item goes; it can be restored from there |
| Checklist | the list of checkpoints to verify on an asset, built from a template |
| Contact | a person at a customer's, to reach; they can be given portal access |
| Credit note | the document that cancels a finalized invoice, with its own number and negative amounts |
| Customer | the company you work for; also the role of its contacts on the portal |
| Customer portal | your customers' space (The customer portal) |
| Defect | a fault found on an asset; it follows its life until repaired (Defects and quotes) |
| Dispatch board | the screen that shares work orders between technicians, by drag and drop |
| Field app | the technician's app, on their phone, that works without a network (The field app) |
| Finalize | give an invoice its final number and freeze it |
| Fit a part | record that a part, taken from a van, was installed on a work order |
| Location | a place where stock is kept: warehouse, van, customer site |
| Next due date | the date of an asset's next service, recalculated at each work order |
| Office (back office) | the space of managers, planners and accountants |
| Quote | a priced proposal to the customer; once sent, it no longer changes |
| Report | the signed PDF that records a work order |
| Role | what an account does in the tool: administrator, manager, dispatcher, technician, accountant |
| Service contract | what you commit to do for a customer, and how often (Contracts and maintenance) |
| Service level | the response or resolution time a contract promises |
| Site | a customer's work address |
| Stock movement | a line of the stock log: purchase, transfer, consumption, return, adjustment |
| Validate | review a completed work order and close it; it is what makes it billable |
| Van | a technician's vehicle, and the stock it carries |
| Work order | a visit to a customer: inspection, service, repair (Work orders) |
| Work order type | the nature of a visit (inspection, call-out…); it gives it its colour on the dispatch board |