Service Plan

I. Functional Background

A manufacturer’s core product is large-scale machine tools. Selling these devices to customers does not mark the end of the transaction. The manufacturer must also sign maintenance agreements with customers, ensuring periodic on-site inspections and servicing by engineers to maintain optimal equipment performance.

In ShareCRM, you can create Service Work Orders based on predefined Service Plans tied to Accounts or Products, enabling automated, periodic generation of work orders and detailed tasks for comprehensive equipment lifecycle maintenance.

II. Enabling Service Plans

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Enablement Path:
Service Connector → System Settings → Configuration Overview → Service Plans → Click Enable Now.

III. Service Plan Configuration

Workflow Overview

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Step 1: Add Service Plan Types

Under Service Plan Types, specify:
- Target objects (Products or Accounts)
- Record Type and workflow for Work Orders
- Field mappings between service plan details and work order objects

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Step 2: Create Service Plans

After defining service types, create plans via:
Service Connector → Service Plans

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Key Fields:
- Service Plan Type: Preconfigured in Step 1
- Target Object: Account or Work Order (inherited from plan type)
- Start/End Date: Define plan duration
- Frequency Calculation:
- For Accounts: Time-based intervals (e.g., every X days)
- For Products: Runtime-based (e.g., every X operating hours)
- Scope Rules: Set filters for target Accounts/Products, or manually add details

Step 3: Publish Service Plans

Plans take effect only after publication.

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Step 4: Execute Plan Details

1. The system scans daily at 8:00 AM for:
   • Published plans with end dates ≥ today
   • Work Orders scheduled for generation on the current day
2. Generates Service Work Orders based on plan details.