Selling · Guide 226 of 624

Maintenance sales orders

Maintenance sales orders in RockifyERP sell service contracts and create maintenance schedules for the visits.

How to do it in RockifyERP

  1. Create a sales order with Order Type = Maintenance.
  2. Add the maintenance service items.
  3. Submit, then click Create › Maintenance Schedule.

Tip: Each scheduled visit can be recorded as a maintenance visit with the technician’s notes.

Need more help with RockifyERP?

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