Glossary

Asset: a piece of equipment you look after, like a boiler or a fire panel.

Attended: a job stage. An engineer went and said more work is needed.

Awaiting Parts: a job stage. You’re waiting for parts before the next visit.

Certificate: a numbered document issued when a form passes, like a gas safety record, usually with an expiry date.

Contract: an agreement to maintain a customer’s sites, with its own plans, response times and billing.

Credit note: a document that reduces what a customer owes on an issued invoice.

Dispatch: sending a booked visit to the engineer’s phone.

Enquiry: a request you’ve logged but not yet turned into a job.

Job: the work for a customer at a site. It can take one visit or several.

Maintenance plan: recurring work on a contract, like a quarterly service.

Planner: the screen where you book visits onto engineers’ days.

PPM: planned preventive maintenance. Regular servicing done on a schedule, not because something broke.

Priority: how urgent a job is (P1 to P4). It sets the SLA.

Purchase order (PO): an order to a supplier for parts or materials, with its own number like PO-000012.

Remedial job: extra work found during a visit, raised as a follow-on.

Reserved: parts held for a particular job, so nobody else uses them.

Site: a place where you work for a customer.

SLA: the time you’ve promised to attend or fix a job.

Stock location: a place you keep parts, such as a warehouse or an engineer’s van.

Stock take: counting what’s really there and correcting the numbers in Sustainable ERP.

Van stock: the parts on an engineer’s van, which they can use on their jobs.

Visit: one trip by an engineer to do all or part of a job.