Home  ›  Features

Tracking recurring services and inspections on every piece of equipment

ServisBook tracks recurring services and inspections on specific equipment at customers. A boiler, air conditioner, lift or fire extinguisher has check due dates in the register and the Recurring services overview shows what is due and what is already overdue.

The interval runs from the check actually carried out, not from the plan. It moves when the technician records a result on the equipment.

30 days free · no credit card

One list of everything that needs another visit

The Recurring services overview has one row per address with all its equipment and checks, for example “Boiler room – 4 devices, 6 checks, nearest due date 12 Nov”. The row colour tells you what to do: orange means schedule, red that it is overdue and blue that an appointment already exists.

  • The row status is the worst status of its due dates. Clicking the name expands the equipment and its checks.
  • You filter the list by status, customer and the date you are looking up to.
  • The No data status means it is not known when the last check took place. You add the date on the equipment card.

Schematic preview: the Recurring services overview, one row per address and a colour by due date status.

Equipment is recorded in the register after installation

When you switch an order to its final status, the app asks: “Record equipment in the register?” The customer and address are taken from the order and the installation date is the day the work was finished. You choose the equipment type, add a label and serial number, and the first service falls due one interval after installation.

  • The dialog stays open, so you record three splits from one installation one after another.
  • The equipment card holds checks and due dates, details such as manufacturer and model, and a history of results and notes.
  • Equipment that is no longer at the customer is retired. The history remains and the due dates stop running.

Schematic preview: an equipment card with checks, due dates and history.

The technician records a result, the due date moves by itself

In My day the technician has three buttons for each piece of equipment on the appointment: OK, Fault and Not done. OK and Fault move the due date from the day the check was actually done. Not done does not move the due date.

  • For a fault and a check not done a note is mandatory and goes into the report for the customer.
  • Check results are carried into the handover report together with the next due date.
  • The original author stays with the result. When someone else corrects it, you can see who.
What the technician sees on the phone →

Schematic preview: the check result and a note on the equipment in My day.

One order for the whole address

The Create order button at an address opens the list of its checks. Ticked are those that are overdue and those due for scheduling. Checks due within 60 days can be added so they are done during the same visit. One order with the Recurring service tag is created and lands in the queue of unscheduled work.

  • The appointment length is prefilled from the tasks of the selected checks.
  • A check that already sits on another open order is not offered: one due date, one order.
  • Automatic creation of orders every night is optional and turned off by default.
  • In the order overview, one click on the tag selects what came from services.

Some checks include others. The operational inspection of a gas boiler once every 3 years replaces the annual check in that year: when both are due, only the inspection is offered and recording it also moves the due date of the check.

Check intervals from templates based on regulations

The equipment type determines which checks run on it and at what interval, and what extra details are recorded about it, for example refrigerant or output. The admin creates it most quickly from a template in Settings → Equipment types. Each check shows the regulation the interval comes from.

TemplateChecks and intervalsRegulation
Air conditioner (split)leak check every 12 months, equipment from 5 t CO₂eRegulation (EU) 2024/573
Gas boilerannual check, operational inspection once every 3 years (includes the annual check)Czech Government Regulation No. 191/2022 Coll.
Passenger liftprofessional check once every 3 months, professional test once every 3 yearsCSN 27 4002, CSN 27 4007
Fire extinguisherannual operability checkCzech Decree No. 246/2001 Coll.
Electrical installation, switchboardperiodic inspection once every 5 years for office buildingsCzech Government Regulation No. 190/2022 Coll.

The intervals are based on regulations, but the manufacturer or the environment may shorten them, so check them for your equipment. After creating the type you adjust them, and you change the due date of a specific piece on its card. How the environment changes electrical inspection intervals is discussed in the article How often an electrical equipment inspection is done; what software solves for gas inspections and what it does not, in the article Software for gas inspections.

The whole operation of an inspection company is described by the industry Inspections and periodic checks, boilers and gas by the industry Plumbing, heating, gas and air conditioning by the industry HVAC and air conditioning.

Recurring services are included in the price like all other features, see pricing.

Questions

Frequently asked questions

Does ServisBook create a service order by itself?

Only when you turn it on. By default you create the order with the Create order button on the row. With the “Create service orders automatically every night” switch turned on, orders for addresses where something is due are created overnight and are in the queue of unscheduled work in the morning.

From when is the next due date counted?

From the day the technician actually did the check and recorded an OK or Fault result. The planned date does not move the due date, and a Not done result leaves it where it was.

When does a check show as To schedule?

When fewer days remain until the due date than the lead time of the check, and there is no appointment yet. The lead time is set on the check in the equipment type and is usually 30 days.

How do we get equipment into the register?

Most often by itself: after an installation is completed, the app asks whether to record the equipment. You add it manually in the Recurring services overview, on the customer card or with the button in the order header, and the technician can in My day too.

What if we no longer want to do the service?

On the equipment card you turn the check off, or retire the whole piece of equipment. The due date stops running and the history remains.

Track check due dates on equipment

Record your first piece of equipment and see what is due.

Free trial →
Free for 30 days · no credit card