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Maintenance tasks overview

Service Management uses appointments and tasks to make creating service calls and scheduling technicians precise and flexible. A task is assigned to a technician, scheduled, then completed as part of a service call. When tasks are commonly completed together, such as tasks that are completed sequentially as part of a routine maintenance visit, they can be grouped into lists. These lists can then be saved as a task list and easily selected in the future.

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Once tasks are created for a contract or a service call, they can be scheduled and assigned to a technician. Alternatively, contract tasks can be set to a schedule so that the system generates routine appointments (MCC calls) automatically.children