01
Identify the customer, the site and the equipment
Harborline Logistics, distribution centre Hamburg-Waltershof, three pieces of equipment, one contact. Everything the office needs before it picks up the phone.
02
Open the case, assign the work order, set the visit
The request becomes a case with a reason, a status and a history. Every change is recorded with who made it.
03
The engineer sees only their jobs, in order
Work orders by scheduled date, with the customer and serial number on each line. No searching, no calling.
04
Check in on site, record work and parts
One tap starts the visit. Labour and parts are recorded against the visit, and the check-out closes it.
05
The customer signs on screen, the version is locked
Prepared for review, signed with a drawn signature, locked as version 1. Changes afterwards become amendments. PDF ready immediately.
06
The visit stays on the equipment record
Next time anyone opens KX450-2023-0187, the work order, the visit and the signed report are there.