How to Book a Preventative Maintenance Job
Learn how to successfully book a preventative maintenance job, create assignments in your management system, and confirm scheduling with your clients.
By Reem Saba
Made with Glitter AI
This guide explains how to book a preventative maintenance job once client approval is received. By following these steps, you will create the job in your management system, assign a technician, and send a final confirmation email to the client.
This process applies to service coordinators and dispatchers. It should be used immediately after receiving approval from a client to proceed with scheduled preventative maintenance.