KaryaFlowWork order management
Take the selected machine into a job, assign a technician and follow the visit through completion.
Explore the job workflowCUSTOMER EQUIPMENT
Field service asset management software
Know which machine needs service, what its AMC covers and what happened last time. KaryaFlow keeps your customer's equipment, service dates and job history connected.
- Find the right machine at the right site
- Check AMC coverage and the next service date
- Follow past jobs to their reports and invoices
For service teams maintaining equipment at customer sites.
Example BusinessCustomer equipment · Main building
3 unitsAT THIS SITE
CCTV recorderReception cabinet
Fire alarm panelGround floor
Split AC · 1.5 tonServer room
One customer.
Equipment at each site.
Equipment at each site.
SELECTED MACHINE
CCTV recorder · 16 channel
Reception cabinet · Main building
AMC active- Model
- Demo DVR-16
- Serial number
- DEMO-0042
- Contract
- AMC-108
- Last service
- 24 Oct 2026
Next scheduled service15 Nov 2026
SERVICE HISTORY
- AMC inspection24 Oct 2026 · Job 1042
Checklist completed. Completion sheet issued.
- Recording fault resolved12 Aug 2026 · Job 0864
Service notes, completion sheet and invoice.
FROM CUSTOMER CALL TO SERVICE RECORD
How field service asset management connects your records
An asset is a machine you service at a customer's location. Give each unit a record so the next visit starts with its details, coverage and previous work.
01 / EQUIPMENT DETAILS
Find the exact machine behind the call.
One customer can have several sites and several machines at each address. Record each unit's type, model, serial number and place within the site, along with its installation and warranty details.
When two units look alike, photos and notes help the office choose the right one before creating a job.
Customer → Site → Individual machine
CCTV recorder · 16 channelExample Business · Reception cabinet
- Model
- Demo DVR-16
- Serial number
- DEMO-0042
- Installed
- 12 Aug 2025
- Warranty expiry
- 12 Aug 2027
Access note: cabinet beside reception desk.
Example equipment record
02 / AMC & SERVICE DATES
Check coverage for each unit.
An AMC may cover the recorder and fire panel while the AC at the same site has no contract. Link specific machines to the relevant AMC so your team can check coverage for the unit the customer asks about.
The machine view can show its covering contract and next service date when your team sets them up.
Explore AMC scheduling and renewalsCONTRACT AMC-108
Coverage at this site- CCTV recorderCovered
- Fire alarm panelCovered
- Split ACNo AMC
Next visit for covered units15 Nov 2026
Example contract with two covered machines
03 / JOB & DOCUMENT HISTORY
Pick up where the last visit left off.
Link a service job to the selected machine. The next time the customer calls, the team can find that unit's previous faults and visits, then open the job for the technician's work and service documents.
A completion sheet records the work. A job invoice records a charge when your team raises one. An AMC can also have its own contract invoice.
See the complete work order workflowService historyDemo DVR-16 · DEMO-0042
- AMC inspection24 Oct 2026 · Job 1042
Checklist completed. Completion sheet issued.
- Recording fault resolved12 Aug 2026 · Job 0864
Service notes, completion sheet and invoice.
Completion sheet Job invoice
Documents belong to the job that created them.
Example visits and documents · sample data
THE NEXT STEP IN YOUR WORKFLOW
Keep the machine connected to the work.
Use the equipment record alongside the job, contract and technician workflow.
Managing the parts used on these machines? Follow the spare-parts inventory workflow for stock issued, used and returned.
COMMON QUESTIONS
Before your next service call.
Practical answers about customer equipment, coverage and service records.
Talk through your workflowWhat is a customer asset in field service management?
It is usually a specific unit at a customer site, such as an AC, CCTV recorder, fire panel or water purifier. Its model, serial number, location, warranty and service jobs belong together so the next visit starts with the right context.
Can KaryaFlow track several machines at one customer site?
Yes. A customer can have several machine records, each with its own type, model, serial number, site and place within the site. This lets the service desk choose the correct unit when a new job is raised.
Can we see previous jobs for a specific machine?
Yes. Jobs can be linked to a particular machine, and the team can retrieve the jobs recorded against that unit. The customer history also includes jobs and AMC activity, so the office can review the wider relationship.
Can an AMC cover only some machines at a customer site?
Yes. AMC contract lines can reference specific customer machines, so coverage does not have to apply to every unit at a site. A machine record can also hold warranty details. Its view can show the covering contract and next service date when your team sets those details.
Does every service visit create an invoice?
No. A job records the visit and can link to a specific machine. The team can create a completion sheet and raise a job invoice when needed. An AMC can have a separate contract invoice. Review the job or contract to see which document was actually issued.
Is a customer's machine record the same as spare-parts inventory?
No. A machine record identifies the unit installed at a customer's site and its service context. Spare-parts inventory tracks stock that the team holds, issues, uses or returns. A job can connect parts used with the visit to a machine.
SEE KARYAFLOW IN ACTION
Your customer's next visit starts with a better record.
Follow a machine from its site and AMC to the latest job, completion sheet and invoice in a demo.
₹99 per active user/month · Minimum 2 users · GST extra