I’m looking for best practice for our work flow and scheduling maintenance work for our customers.
We have a rotating maintenance schedule for our technicians which I’m trying to build. We also have a lot of machinery which we own and is allocated to each of these customers.
We currently have three separate boards:
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Customers (where we house all interactions and updates),
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Machinery
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Maintenance schedule
I’ve connected each of the boards, but wonder if there is a better way to do this and have easy on-going access to all this information.
There is multiple machinery connected to each account through the Maintenance board.
Keen to hear some suggestions.