How to Set Up Equipment for Servicing

To set up Services on Equipment, on the Equipment record, go to the Servicing tab. Here you specify the services that this piece of equipment requires.

The first column labelled ‘Type’ contains a list of all the Service Types set up on the system and will show any already selected so far for this Equipment. You can apply as many Service Types as required for any given equipment record.

To add a service type to the equipment record simply click the drop down and select the Service Type required for this piece of equipment. Once you have selected the correct Service Type(s) in the left hand box, add the relevant ‘Next Due’. For each Service Type in the list, you need to check and amend the Interval between services. Optionally, you can also enter a Last Done date and a Meter Reading (this is especially important if you are carrying out usage-based servicing.

Against each particular service, you can enter a list, or kit, of parts required for that service. To do this, highlight the relevant service on the equipment and click the ‘Parts’ button to the bottom right of the record. Then either enter the part number(s) or use the […] button to search for a stock record and update the quantities required. This is then used when service jobs are raised (automatically or manually) to create Stock Issues to Jobs for these parts.

If this is a Customer’s Own item that will subsequently be placed on a Maintenance Contract, you do not need to fill in or amend any more details as this will be done on the maintenance contract itself. However, fill these manually if this is a Hire item.