Handle a corrective job

Who: the client or TBA requests it. The provider quotes, executes and documents. The FM validates. The client approves the quote.

If the corrective job does not require a quote, it skips the quote and approval steps.

1. Request the corrective job

If you are a client

1. Click Solicitar correctivo (Request corrective) in Inicio (Home) or in Mantenimientos (Maintenance jobs).
2. Choose the Activo (Asset) and the Familia (Service type).
3. Write the Ubicación (Location) and Qué pasa (What is happening).
4. If a tenant requests the job, choose the tenant in Arrendatario (Tenant).
5. Click Enviar solicitud (Send request).

TBA then completes the rest of the details.

If you are TBA

1. Click Nuevo mantenimiento (New maintenance job) in Inicio or in Mantenimientos.
2. In Qué (What), choose Correctivo (Corrective) and write the description.
3. In Dónde (Where), choose the asset, the location, the installation and the service contract.
4. In Cuándo (When), enter the opening date, the planned date and the technician.
5. In Coste (Cost), tick Requiere presupuesto (Requires quote) if needed. Choose the Origen del coste (Cost origin) and, if there is one, the requesting tenant. If the job has no cost, enter the Motivo sin coste (No-cost reason).
6. Click Crear mantenimiento (Create maintenance job).

You can also open a corrective job with Nuevo correctivo (New corrective) from an installation's page, or with Abrir correctivo (Open corrective) from an inspection's correction plan.

2. Quote (provider)

1. Open the maintenance job and click Subir documento (Upload document).
2. Choose Presupuesto (Quote) and upload the PDF.
3. Fill in the number, the date, the tax base, the VAT and the days of validity.

3. Validate the quote (FM)

The FM reviews the quote in Validaciones (Validations) and validates or rejects it. If the FM rejects it, the provider uploads another one.

4. Approve the quote (client)

1. Open Inicio. The Presupuestos que esperan tu decisión (Quotes awaiting your decision) block shows the quotes that TBA has validated.
2. Open the quote and click Aprobar (Approve) or Rechazar (Reject).
3. Enter the date and, if you have it, the Pedido del cliente (Client purchase order) number. Add a note if you want.
4. Click Guardar respuesta (Save response).

If the client rejects the quote, the provider sends a new one. TBA can also record the answer on behalf of the client.

5. Execute (provider)

1. Click Marcar ejecutado (Mark executed) on the maintenance job's page.
2. Enter the Fecha de ejecución (Execution date) and the Horas (Hours).

6. Document and validate

1. The provider uploads the Informe (Report) and the Certificado (Certificate) with Subir documento.
2. The FM validates them in Validaciones.

The Para cerrar (To close) block on the page shows what is missing. When everything is validated, the maintenance job moves to Cerrado (Closed).

7. Invoice

The provider uploads the invoice and chooses the maintenance job. Its expected amount is the approved quote. See Invoices and forwarding.

The Coste block on the page compares the Presupuesto aprobado (Approved quote) with the Facturado (Invoiced) amount.

Track a corrective job

• The page header shows the step the job is at: Open, Planned, Executed or Closed.
• The Esperando (Waiting for) notice says what is missing and who it depends on.
• The Plazos (Lead times) block counts the days to the quote, to the approval and to the execution.
• The Historial (Timeline) shows everything that has happened, with date and author.

In the Mantenimientos list, filter by Esperando to see, for example, all the corrective jobs awaiting the client's approval.

Reschedule or cancel

Only TBA can do this, and only while the maintenance job is not executed.

• Reprogramar (Reschedule): enter the new planned date and the reason. The timeline keeps the old date.
• Cancelar mantenimiento (Cancel maintenance job): enter the date and the reason. The maintenance job moves to Cancelado (Cancelled). The app does not delete it.