Contact Unit for Maintenance Jobs

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Enhancement Overview


We’ve enhanced Maintenance Jobs so they can be created for external contact units, such as visiting boats or vehicles that are not already registered as units in the system.

This gives maintenance teams more flexibility when managing work for non-resident or visiting customers. Instead of needing a formal unit record before work can be logged, users can capture the external contact unit details directly on the Maintenance Job.

🔷 Important

This enhancement functionality is only available in version 28.5 or later of EliteParks or EliteMarinas. View which version you are on in the Extension Management view within Business Central.

How It Works


When creating a Maintenance Job, users can set the entity to Contact Unit and enter details about the external boat, vehicle, or unit.

The enhancement also supports customer creation from the Maintenance Job where a Customer Template has been configured in Park Management Setup. If the Customer Template is blank, the Create Customer button will not appear.

The three Entity types available to choose from are:

Entity

Description

When to Use

Unit

System-registered unit

Internal maintenance

Contact Unit

External boat or vehicle

Visiting boat/unit repairs

Rental Item

Rental Item

Rental maintenance

At A Glance


Why Is It Useful?


This enhancement gives maintenance teams a more practical way to handle work for visiting customers or external units. For marinas, this could include repairs or servicing for a boat that is not permanently stored on-site. For parks, it could support cases where work needs to be recorded against an external vehicle or visiting unit.

It also helps reduce administrative friction. Teams can record the work, capture the contact unit details, create a customer where required and continue managing the job through the normal maintenance process. This makes chargeable maintenance work easier to manage without forcing every external item to become a standard system unit first.

System/User Requirements


Requirement

Description

Maintenance Job Modern UI

The Contact Unit for Maintenance Jobs is only available to the Maintenance Modern UI, which is enabled in Elite Feature Management

Customer Template

A Customer Template in Park Management Setup is required for the Create Customer button to appear.

Maintenance Job Permissions

Users need permission to create and update Maintenance Jobs.

Customer Creation Permissions

Users need permission to create customers where chargeable work requires a customer record.