Industrial EquipmentEngineering & Knowledge ManagementField Service

Service Manuals Generated From CAD and Engineering Data for Every Product in the Dealer Network

Engineering data had everything a dealer technician needed. But it was locked in CAD files, 3D models, and BOMs only engineers could read. We turned it into step-by-step service instructions for every product.

Global Industrial Equipment Manufacturer


Service Manuals Generated From CAD and Engineering Data for Every Product in the Dealer Network
  • When equipment needed servicing, dealers had to figure out disassembly and reassembly on their own.
  • But assembly and disassembly are not the same process.
  • Each product version required a new manual.
  • Each procedure includes the correct sequence, the right parts, and the relevant specifications.
  • New equipment models ship with service documentation ready from day one.

The Situation

A global equipment manufacturer sold through a network of authorized dealers. When equipment needed servicing, dealers had to figure out disassembly and reassembly on their own. There were no structured service manuals. Experienced dealer techs relied on memory and tribal knowledge. New techs called the manufacturer's engineering team and waited. Service quality varied wildly from one dealer to the next, and the manufacturer had no way to control it.

Why It Was Hard

Engineering data described how every product was assembled: component relationships, sequencing, tolerances, fastener types, torque specs. But assembly and disassembly are not the same process. A dealer technician servicing a unit in the field needs to know how to take it apart, in what order, with what tools, without damaging adjacent components. That knowledge lived in engineers' heads, not in any system. The CAD models showed how it goes together. Nobody had documented how it comes apart.

Why It Was Hard

When the manufacturer did create service documentation, it required an engineer to manually interpret the design data, write procedures, take screenshots, and compile them into a document. Each product version required a new manual. By the time a manual was finished, the product had often moved to the next revision. Some products had manuals for version 1 that were never updated. Others had no documentation at all. There was no scalable way to keep up.

What We Built

The solution reads the company's CAD files, 3D assembly models, BOMs, and engineering notes, understands how each product is built, and generates structured disassembly and maintenance procedures from that data. Each procedure includes the correct sequence, the right parts, and the relevant specifications. Engineering experts review the output before release, and every correction improves the next round. The same instructions are available as guided workflows on an application that dealer technicians use on-site.

The Result

The dealer network went from scattered tribal knowledge to consistent, detailed, version-accurate service procedures across every product line. New equipment models ship with service documentation ready from day one. Engineers review what the system generates and move on. When a product revision happens, the documentation updates with it. Service quality across the dealer network is consistent for the first time.

Days to hoursto create complete service documentation for a new product
90%reduction in time to create service documentation per product
100%of products now covered with structured service procedures
Review, not writeengineers

We had engineers spending days writing manuals that were outdated the moment they finished. Now the documentation generates itself and our dealers actually trust it.

Director, Warranty & Dealer Network

Are your dealers servicing your equipment without proper documentation?

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