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CBRE ServiceInsight
data
Work Orders
A work order is a document for organizing the execution of work or service, describing the task, location, resources, and deadlines
Details
Asset
A physical or fixed asset tracked for both accounting purposes, such as depreciation and valuation, and operational purposes, such as maintenance and service history.
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Purchase Order
A formal document confirming the commitment to buy or sell goods or services, issued to a vendor or received from a customer under agreed terms and quantities.
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Stock
A record of a specific item held in stock at a particular location or bin, capturing on-hand quantity, reservation status, and lot or serial tracking details.
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Customer
A partner entity representing a buyer of goods or services from the organization.
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Vendor
A partner entity representing a supplier of goods or services to the organization.
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Account
An internal financial account, such as a general ledger account or cost center, used to record and track monetary activity within the organization's chart of accounts.
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Location
A physical site or facility within an organization, supporting nested hierarchies for structured representation of warehouses, buildings, or operational areas.
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Site
An operational facility such as a plant, workshop, or office, within which resources, assets, and activities are organized and managed.
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Organization
A tenant-level business unit or division within the system, serving as the top-level scope for data segregation and operational context.
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What is CBRE ServiceInsight?
ServiceInsight is a facility and maintenance management software used by CBRE and other FM providers, offering work order management, preventive maintenance, and asset tracking.
How do I integrate CBRE ServiceInsight with my product or other systems?
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