Did you Know? Service Scheduling

The Baseplan Enterprise Service module allows businesses to proactively manage the condition of their equipment through ‘Service Scheduling’ (also known as ‘Preventative Maintenance Plans’).

With the ability to configure multiple schedules, equipment can be serviced (per OEM guidelines) based on usage and time calculations such as fixed date, recurring hours, days or days on rent. This ensures preventative maintenance can be performed, which not only reduces the likelihood of breakdowns but also increases labour efficiency through proactive planning. Schedules can also be configured for equipment owned by Customers.

Multi-Schedule Scenario:

Access equipment has a 90-day service and an annual inspection configured.

Materials handling equipment has multiple services configured such as 300hr, 600hr, 900hr and 1200 hrs.­­

Service Scheduling 3

Schedules can be grouped, which will result in the higher schedule being calculated as ‘Due’, and the lower schedules (also due within the same group) calculated as ‘Completed’.

For example, if a 90-day service and an annual inspection fall due at the same time, the annual inspection will be flagged as being ‘Due’, and the 90-day service will be marked as ‘Completed’, after the annual inspection is done.

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Schedules are configured in the Service Information screen and once completed, ‘service planning’ can occur. This step will list equipment records that are due for service, as well as any corresponding customer information. Service due dates are automatically calculated using the schedule details that were entered at the Service Information screen. This well-mapped out process allows multiple service calls and jobs to be created in a single process, on one screen.

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Extensive data filtering is available, along with report generation capabilities – all of which further advance this proactive planning feature.

Service Kits can be attached to a Service Schedule; each kit containing a list of activities required to complete the specific service. Estimated hours for labor can also be listed. (e.g., a 90-day service is estimated to usually take two hours).

Service Kit details are then copied onto the Estimates tab of the Service Job. These are printed to the Job Card Estimates Report for the Technician, which provides them with increased awareness of the job requirements.

Other features of Scheduling Servicing include:

  1. Inducted equipment can automatically have schedules created when the make/model is configured with the service schedule.
  2. Service schedules can be applied to all equipment without existing schedules for a particular make/model.
  3. Service jobs can be automatically created as external (chargeable) jobs.
  4. Schedules can be paused and then restarted.

If you would like more information on Service Scheduling, please contact your Account Manager.

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