Service records and completion workflow
Document completed visits with summaries, technician notes, parts and materials, and equipment serviced.
- Create service records tied to the job and customer history.
- Link serviced equipment when the visit addressed specific assets at a location.
- Use completion workflow appropriate to the job type—operational jobs vs assigned Zwivio visits may show different completion steps.
- Assigned Zwivio jobs may include marketplace completion requirements; your service record still documents work for your business records.
Time on site
When technicians mark Arrived and Completed, time-on-site context can help with history and invoicing discussions.
Where to find it: Open /service-records for the list, or complete service documentation from the open job in Jobs.