PALDESK CONCEPT PAPER · 2025

Workshop Stay

A Unified Service Event for the PALDESK Ecosystem

Palfinger AG · Digital Products · Workshop Guide Team
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PALFINGER.COM

Three Core Messages

01
Fragmented Workshop Data

Workshop touchpoints in PALDESK are handled individually — PDI, Inspection, Claim, Smart Record — with no unifying container. Data stays siloed, follow-ups are manual, and the service partner's visit goes largely unrecorded as a coherent event.

02
Workshop Stay as Central Hub

A Workshop Stay is a new first-class entity in PALDESK. It acts as the container for everything that happens during a service visit — capturing what, when, and why, while automatically linking relevant history and triggering follow-up workflows.

03
Better Data, Faster Actions

Service partners report once. PALDESK routes automatically to Claim Desk, Smart Inspection, Oil Monitoring, CRM and more. Full traceability of the equipment's service life becomes possible for the first time.

Interactive Prototype Available
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Quote

"Everything starts with a workshop visit."

— PALDESK Workshop Team

The Challenge — A Fragmented Landscape

Today, every tool stands alone

EQ-Screen shows service history items individually without a connecting event concept. Service partners interact with PDI forms, Smart Inspection checklists, and Claim forms independently of each other. There is no way to say "these three things all happened during the same workshop visit on March 12th" — every interaction stands in isolation, stripped of its operational context.

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Missing: Workshop Stay
PDI
Smart Inspection
Claim Desk
PALCODE / PALDIAG
Oil Monitoring
Workshop Guide
Pain Points
  • No central record of when a machine was in a workshop
  • Follow-up actions triggered manually — many fall through the cracks
  • Service history items float without context
  • International teams cannot easily read partner's notes due to language barriers
  • Planned vs. unplanned visits look the same in the data

Workshop Stay — The Connecting Event

Workshop Stay is not a new tool — it is a new organizing principle. It becomes the event that gives meaning and context to everything else that PALDESK already does.

WORKSHOP STAY
Workshop Guide repairs, hours
Claim Desk warranty, damage
Smart Inspection checklists, UVV
Oil Monitoring oil check follow-up
PALCODE / PALDIAG diagnostic sessions
Telematic auto uploads
CRM / FSM inquiries, goodwill
Planned Events recalls, contracts
Planned Stay
Scheduled Workshop Visits

Scheduled workshop visits that are known in advance. These are entered into PALDESK before the equipment arrives, allowing service items to be pre-assigned.

Examples: Contract Service, Annual Legal Inspection (UVV), PDI, Recall Actions, Planned Modifications

Key advantage: pre-populate expected service items and inspection checklists before the visit begins.
Unplanned Stay
Reactive Service Visits

Reactive visits triggered by a breakdown, error code, or customer complaint. Created when the equipment arrives unexpectedly at the workshop.

Examples: Hydraulic repair, sensor replacement, error code investigation, customer complaint

Key advantage: immediately suggests relevant history items and creates claim workflows based on the reported symptoms.

What a Workshop Stay Records

🗓
Time Frame

Start and end date of the workshop visit, total duration in days

Operating Hours

Hours on the equipment at time of visit — critical for maintenance planning and warranty evaluation

📋
Type & Category

Planned vs. Unplanned, category (Repair, Inspection, PDI, Recall, etc.)

📝
Description

Free-text entry in the service partner's own language, with automatic translation to other supported languages

🌐
Auto-Translation

AI-powered translation allows partners to write in their native language; Palfinger teams read in theirs

🔗
Linked History Items

System suggests service history entries (Paltronic uploads, PALCODE sessions, Smart Records) from the same timeframe for linking

Follow-up Actions

One-click initiation of Claim, Smart Inspection, CRM inquiry, or Oil Check directly from the Workshop Stay

👤
Service Partner

Workshop identity, technician name, and location linked to the PALDESK partner record

📊
Status

Draft, Scheduled, In Progress, Completed, Requires Action — with notification triggers on status change

Who Benefits — and How

🔧
Service Partner
Report once, done
  • Single entry point for all workshop activities
  • Write in any language — automatic translation
  • Guided follow-up — system suggests next steps
  • No missed claims or inspections
  • Mobile-friendly interface for workshop floor use
🏢
Palfinger
Complete service event visibility
  • Full service event visibility across the entire fleet
  • Automatic claim triggers reduce manual effort
  • Better warranty data and cost analytics
  • Early warning via linked telematic data
  • Compliance documentation for UVV and legal inspections
👷
Equipment Owner / Customer
Full service history transparency
  • Complete and searchable service history
  • Proactive maintenance reminders
  • Faster claim resolution
  • Digital service records supporting resale value
  • Planned maintenance reduces unexpected downtime

Integration Into the PALDESK Ecosystem

DATA ENTRY LAYER
Service Partner App (Mobile)
PALDESK Web
API / Webhook (Telematic auto-upload)
WORKSHOP STAY CORE
Central concept entity
Fields: stay type, dates, hours, description, translation, status
History Linking Engine
Translation Service
Notification Engine
CONNECTED PALDESK MODULES
Claim Desk
Smart Processes
Workshop Guide
Oil Monitoring
PALCODE / PALDIAG
CRM / FSM
EQ-Screen
Telematic
New Entity

Workshop Stay is a first-class data object in PALDESK, linked to Equipment (EQ) and Service Partner. It exists in the core data model alongside existing entities.

History Linking

Algorithm suggests service history items within ±3 days of the stay date, ranked by a confidence score based on equipment ID, location, and event type.

Auto-Translation

Integration with translation API (e.g., DeepL); original language is preserved alongside the translation. Translations are cached to avoid redundant API calls.

Event-Driven

Workshop Stay state changes trigger events consumed by Claim Desk, Smart Processes, and other modules via the existing PALDESK event bus — no direct coupling required.

Proposed Implementation Phases

1
Q3 2025
Foundation
  • Create/view Workshop Stay (planned + unplanned)
  • Basic data capture (type, dates, hours, description)
  • Auto-translation (DE/EN/FR/IT)
  • Integration with EQ-Screen service history
2
Q4 2025
History Linking
  • Automatic suggestion of related service history items
  • Manual linking and unlinking
  • PALCODE / Telematic session linking
  • Smart Record integration
3
Q1 2026
Follow-up Automation
  • One-click Claim creation from Workshop Stay
  • Smart Inspection trigger
  • Oil Monitoring scheduling
  • CRM inquiry creation
4
Q2 2026
Analytics & Intelligence
  • Workshop Stay analytics dashboard
  • Predictive maintenance insights
  • Fleet-wide service pattern analysis
  • KPI reporting for service partners

How to Move Forward

Ready to explore now
The Workshop Stay prototype is live
Click through the entry flow, linked history suggestions, and follow-up triggers — before Phase 1 development begins.
Open Live Prototype
STEP 01
Validate Concept

Share this paper with key stakeholders: Workshop Guide team, Claim Desk team, Service Partner representative. Collect structured feedback within 2 weeks using a standardized review template.

STEP 02
Define MVP Scope

Workshop with product owners to define Phase 1 scope, data model, and API contracts. Target: 2-day design sprint with representatives from all affected PALDESK modules.

STEP 03
Pilot Partner

Identify 1–2 service partners for early testing of the Workshop Stay entry flow. Incorporate real-world feedback before broad rollout to the full partner network.

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