Overview
Serviced items help the business identify what physical or installed item is actually being worked on.
Where To Find It
Path: Field Services > Serviced Items
Use the serviced-items screens when service work needs to be tied to a maintained item record rather than only to a general product or note.
How It Works
QBM stores serviced-item records separately so service requests, warranty work, and field follow-up can point to the right operational item.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Serviced-item record | Defines the item that is being maintained or worked on in the service context. | Use it when service work depends on item-level identification. |
| Service linkage | Helps service and warranty screens use the same item identity consistently. | Use it to improve traceability of work done. |
| Operational review | Makes follow-up easier because the serviced item is explicit rather than implied. | Use it during support, warranty, or field-service follow-up. |
Recommended Workflow
- Create or review the serviced-item record before it is used in live service work.
- Link it correctly in the related service or warranty process.
- Update or review the record when the serviced asset changes over time.
Best Practice
- Keep serviced-item records distinct from generic stock items when field-service traceability matters.
- Use names or references that technicians can recognize quickly.
- Review outdated or retired serviced items periodically.