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One-to-One Training Workbooks

BMSΒ Service Management

See the complete set of workbooks from our BMS Service Management.

These are the guided exercises used in our live One-to-One sessions with a CUBE expert. Download them below and book a session to learn how to apply them directly to your projects.

Note:Β When scheduling, please include the session code (e.g., SVC-01), which is shown below the session name.

Course Curriculum

Session 1 – Introduction to Service Management

Code: SVC-01

  • Overview of CUBE's integrated service ecosystem
  • The value of centralized, data-driven service management
  • Introduction to service lifecycle management and stakeholder roles
  • Key components: Work Orders, Service Sites, Assets, Contracts, Reports, Maps, Q-Bic, Estimating, Billing, and Recommendations
Download SVC-01 Workbook
Session 2 – Managing Service Work Orders

Code: SVC-02

  • Accessing the Service Work Orders sub-module
  • Work order lifecycle: Open β†’ Reviewed β†’ Invoicing β†’ Closed
  • Visual indicators: Red (late), Yellow (in-progress), Green (completed)
  • Work order structure: Site, Project, Requestor, PO, Priority, Category, Type, Schedule
  • Managing technician assignments and estimated hours
  • Technician and manager calendar views
  • Real-time updates via mobile app
Download SVC-02 Workbook
Session 3 – Understand and configure service sites

Code: SVC-03

  • Definition and structure of a service site (e.g., school districts, government entities)
  • Site creation: required fields and linking to customers
  • Service site detail tabs: Site Info, History, Connections, Documents, Faults, Assets, Recommendations
  • Managing multiple sites per customer
  • Status indicators (Active, Has Contracts/Assets, Owner Info, Last Call, etc.)
Download SVC-03 Workbook
Session 4 – Organize and document service assets

Code: SVC-04

  • Asset structure: Areas and Systems
  • Adding assets manually and via spreadsheet import
  • Assigning model, serial, quantities, and image tagging
  • Location mapping and fault detection integration
  • PM Task assignments, system operation data, and documentation uploads
  • QR/Barcode/NFC tagging for technician field access
Download SVC-04 Workbook
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
Download SVC-05 Workbook
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
Download SVC-06A Workbook
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
Download SVC-06B Workbook
Session 7 – Scheduling & Dispatch

Code: SVC-07

  • Creating a full-year service work order calendar
  • Assigning tasks based on technician roles and availability
  • Differentiating remote vs. on-site services
  • Using estimated hours and PM scopes to fill technician schedules
  • Auto-allocating remote work for efficiency
Download SVC-07 Workbook
Session 8 – Real-Time Operations with Service Map

Code: SVC-08

  • Accessing and interpreting the Service Map view
  • GPS tracking of vehicles and technicians
  • Identifying unassigned and overdue work orders visually
  • Drag-and-drop assignment directly from the map
  • Vehicle and technician qualification filters
  • Visibility into site/project/contract location overlays
Download SVC-08 Workbook
Session 9 – CUBE Mobile App

Code: SVC-09

  • Logging in and viewing current assignments
  • Updating job status and notes
  • Uploading service images and documentation
  • Completing and checking off PM tasks
  • Using QR/NFC to retrieve asset-specific service history
  • Submitting timesheets, MR requests, and follow-up recommendations
  • Navigating between tasks and viewing upcoming schedules
Download SVC-09 Workbook
Session 10 – Billing & Timesheets

Code: SVC-10

  • Overview of billing options and workflows in CUBE
  • Manual and automated billing triggers
  • Validating technician timesheets against scheduled work and actual completion
  • Creating, reviewing, and sending billing statements
  • Linking billable work to contracts and proposals
Download SVC-10 Workbook
Session 11 – Document services and recommend future actions

Code: SVC-11

  • Completing service work orders with detailed problems, resolutions, PM logs
  • Adding technician recommendations for additional work or upgrades
  • Generating a formal Service Work Order report
  • Submitting reports via the customer portal
  • Creating proposal drafts based on accepted recommendations
Download SVC-11 Workbook
Session 12 – Automation with Q-Bic & IoT

Code: SVC-12

  • Introduction to Q-Bic: validation, recommendations, MR assistance
  • CUBE Box integration for continuous commissioning
  • BLE, QR, and IoT sensor-enabled service flows
  • Automated service task suggestions and dynamic rescheduling
Download SVC-12 Workbook
Session 13 – Capstone: End-to-End Simulation

Code: SVC-13

  • Site creation β†’ Asset import β†’ PM β†’ Contract β†’ Proposal β†’ SWO β†’ Report
  • Mobile app usage, timesheet validation, billing, and report submission
  • Generate recommendations and link them to proposals
Download SVC-13 Workbook
Session 14 – Evaluation & Certification

Code: SVC-14

  • 20-question quiz
  • Simulation task
  • Rubric-based evaluation
Download SVC-14 Workbook
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