Maintenance Visit
A Maintenance Visit records an engineer’s visit to a customer’s location for servicing, repairing, or maintaining an item. It helps organizations document maintenance activities, track work performed, and maintain a complete service history.
Maintenance Visits are commonly created from Sales Orders with the Maintenance order type.
How to Access Maintenance Visit
Go to:
Home > Support > Maintenance > Maintenance Visit
A Maintenance Visit is typically created from a Sales Order of type Maintenance.
Prerequisites
Before creating a Maintenance Visit, ensure the following records are available:
- Customer
- Item
1. Create a Maintenance Visit
Follow these steps to create a Maintenance Visit:
- Open the Maintenance Visit list.
- Click New.
- Verify or edit the automatically populated date and time.
- Select the Customer.
- Select the Maintenance Type.
- Set the Completion Status.
- Select the Item Code and Serial Number.
- Enter the maintenance description.
- Select the Sales Person or service engineer performing the maintenance.
- Record the work completed.
- Save the document.
2. Maintenance Details
2.1 Maintenance Type
The Maintenance Type specifies the nature of the service visit.
Available options include:
- Scheduled — Planned preventive maintenance.
- Unscheduled — Maintenance requested outside the planned schedule.
- Breakdown — Emergency repair due to equipment failure.
Selecting the appropriate Maintenance Type helps categorize service activities and improve maintenance tracking.
2.2 Completion Status
The Completion Status indicates the outcome of the maintenance visit.
- Partially Completed — Only part of the required work has been completed.
- Fully Completed — All maintenance work has been completed successfully.
2.3 Item Details
Record the item that was serviced by selecting its:
- Item Code
- Serial Number
This ensures that maintenance records remain linked to the correct asset throughout its lifecycle.
3. Additional Information
3.1 Customer Feedback
You can record feedback provided by the customer regarding the maintenance visit.
Customer feedback helps evaluate service quality and identify opportunities for improvement.
3.2 Customer Details
After selecting a customer, ERPNext automatically retrieves the following information:
- Customer Address
- Contact Person
- Territory
- Customer Group
These details simplify maintenance documentation and reduce manual data entry.
Summary
- Create Maintenance Visits to record customer service activities.
- Track scheduled, unscheduled, and breakdown maintenance.
- Record serviced items, engineers, and completed work.
- Capture customer feedback and automatically retrieve customer information.
- Maintenance Visits provide a complete history of maintenance performed on customer assets.
