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Service Management

PART II: Preventive Maintenance & Contracts

About This Program

This course is part of the CUBE Service Full Training Program, designed to help you master every stage of the Service Management workflow using the CUBE platform.

The full training consists of five parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 5 – PM Utility & System Types

Code: SVC-05

  • Accessing the PM Utility sub-module
  • Creating and categorizing system types
  • Associating labor, materials, frequency, and documentation
  • Linking PM tasks to assets via import or from other assets
  • Dynamic scheduling powered by AI prioritization and fault history
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Session 6A – Service Contract Estimation

Code: SVC-06A

  • Navigating to the Service Contract module from the Engineering module
  • Creating contracts via project conversion or from scratch
  • Linking contracts to digitized service sites
  • Reviewing auto-transferred project structure
  • Assigning labor manually or via template bulk import
  • Reviewing the Labor Summary and adjusting for accuracy
  • Linking estimates to service sites and importing structures
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Session 6B – Proposal Generation

Code: SVC-06B

  • Accessing the utility configuration for labor/material setup
  • Assigning labor based on system types and PM tasks
  • Using the PM Utility for predefined task templates
  • Generating editable proposal documents with legal terms
  • Customizing and saving default legal language
  • Exporting full proposal packages, including PM task summaries
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