Maintenance Visit
Overview
Maintenance Visit – Business Overview
Maintenance Visit is used in Dafater to record and manage on-site service or maintenance activities carried out for customers. It represents a planned or completed visit by a service team to inspect, maintain, repair, or support equipment or assets at a customer location. This document helps businesses track service delivery, ensure accountability, and maintain a clear service history for each customer or asset.
Purpose in Business Operations
Maintenance Visit supports service-oriented businesses by:
- Documenting when and where maintenance work is performed
- Tracking technician activity and customer interactions
- Recording work done, observations, and service outcomes
- Supporting service quality, compliance, and customer satisfaction
It acts as an official service record that links planned maintenance with actual field execution.
Prerequisites and Setup Requirements
Before using Maintenance Visit, businesses should ensure:
- Customers and their service locations are properly set up in Dafater
- Equipment, assets, or items requiring maintenance are defined
- Maintenance schedules or service agreements (if applicable) are in place
- Service teams or employees responsible for visits are identified
These preparations ensure Maintenance Visit records are accurate and meaningful.
Typical Workflow and Business Process Fit
A common business workflow includes:
1. Service Need Identified – A scheduled maintenance, customer request, or service contract triggers a visit
2. Maintenance Visit Created – A visit is planned, assigning the customer, location, and service personnel
3. On-Site Execution – The service team performs maintenance, inspection, or repairs
4. Visit Completion – Work details, findings, and outcomes are recorded in Maintenance Visit
5. Follow-Up Actions – Additional visits, repairs, billing, or preventive actions may be triggered
Maintenance Visit fits into the broader service management process by connecting planning, execution, and reporting.
Key Business Scenarios Where Maintenance Visit Is Essential
- Preventive Maintenance: Regular servicing of equipment to avoid breakdowns
- Corrective Maintenance: Responding to reported issues or failures
- Service Contracts: Tracking visits included in customer agreements
- Field Service Operations: Managing technician schedules and productivity
- Compliance and Audits: Maintaining proof of service and inspection activities
In all these cases, Maintenance Visit provides traceability and service accountability.
Important Considerations for Users
- Ensure visit details are completed accurately to maintain reliable service history
- Record findings and actions clearly to support future maintenance decisions
- Use Maintenance Visit consistently to measure service performance and workload
- Review completed visits regularly to identify recurring issues or improvement areas
When used correctly, Maintenance Visit becomes a valuable tool for improving service quality, operational visibility, and customer trust within Dafater.
Basic Information
- Module: Maintenance
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | ✓ | MAT-MVS-.YYYY.- | Defines Dafater auto-generated reference series for maintenance visits |
| customer | Customer | Link | ✓ | Customer | Select customer receiving maintenance service under Dafater |
| customer_name | Customer Name | Data | - | Displays customer name for reference and reporting | |
| address_display | Address | Small Text | - | Shows customer address details for service location | |
| contact_display | Contact | Small Text | - | Displays primary customer contact information | |
| contact_mobile | Mobile No | Data | Phone | Customer contact mobile number for coordination | |
| contact_email | Contact Email | Data | Customer email address for service communication | ||
| maintenance_schedule | Maintenance Schedule | Link | Maintenance Schedule | Linked Dafater maintenance schedule generating this visit | |
| maintenancescheduledetail | Maintenance Schedule Detail | Link | Maintenance Schedule Detail | Specific schedule line item linked to this visit | |
| mntc_date | Maintenance Date | Date | ✓ | - | Planned or actual date of maintenance visit |
| mntc_time | Maintenance Time | Time | - | Scheduled or actual time of maintenance execution | |
| completion_status | Completion Status | Select | ✓ | , Partially Completed, Fully Completed | Indicates whether maintenance is partially or fully completed |
| maintenance_type | Maintenance Type | Select | ✓ | , Scheduled, Unscheduled, Breakdown | Specifies whether visit is scheduled, unscheduled, or breakdown |
| purposes | Purposes | Table | Maintenance Visit Purpose | List of maintenance tasks or objectives for visit | |
| customer_feedback | Customer Feedback | Small Text | - | Feedback captured from customer after maintenance completion | |
| status | Status | Select | ✓ | , Draft, Cancelled, Submitted | Document lifecycle status within Dafater workflow |
| amended_from | Amended From | Link | Maintenance Visit | Reference to original maintenance visit if amended | |
| company | Company | Link | ✓ | Company | Company responsible for executing the maintenance service |
| customer_address | Customer Address | Link | Address | Linked customer address record used for visit | |
| contact_person | Contact Person | Link | Contact | Designated customer contact person for maintenance | |
| territory | Territory | Link | Territory | Sales or service territory of the customer | |
| customer_group | Customer Group | Link | Customer Group | Customer classification for reporting and analysis |
Child Tables
Purposes (Maintenance Visit Purpose)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_code | Item Code | Link | Item | Reference code of item serviced during maintenance visit. | |
| item_name | Item Name | Data | - | Name of item being serviced during maintenance visit. | |
| service_person | Sales Person | Link | ✓ | Sales Person | Sales or service person responsible for this maintenance visit. |
| serial_no | Serial No | Link | Serial No | Serial number of item serviced for tracking and warranty. | |
| description | Description | Text Editor | - | Detailed notes describing maintenance purpose, issues, or observations. | |
| work_done | Work Done | Small Text | ✓ | - | Summary of maintenance tasks completed during the visit. |
| prevdoc_doctype | Document Type | Link | DocType | Source Dafater document type linked to this maintenance visit. | |
| prevdoc_docname | Against Document No | Dynamic Link | prevdoc_doctype | Specific source document reference against which maintenance was performed. | |
| maintenancescheduledetail | Maintenance Schedule Detail | Data | Maintenance Schedule Detail | Related maintenance schedule detail used to plan this visit. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Maintenance User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Address | Links to | Contacts |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Customer | Links to | Selling |
| Customer Group | Links to | Setup |
| Maintenance Schedule | Links to | Maintenance |
| Maintenance Visit | Links to | Maintenance |
| Territory | Links to | Setup |