Use the repair and maintenance module to track repairs and meter readings and schedule preventive maintenance.
Repair and maintenance work is entered in the Repairs screen, where you can also print work orders and repair history reports and specify which job to bill for the work. Repair and maintenance parts and labor costs can be tracked at a summary level or, if you have the supplies and small tools module, in detail. If you track in detail, you can use the Tracker to manage your parts inventory.
Meter readings not associated with repair or maintenance work are entered in the Meter readings screen, as are meter readings you want to bill.
Maintenance is set up in the Maintenance types and Maintenance schedules screens. Anything that's time or meter-based can be set up as a maintenance type, including warranty and lease expirations, calibration schedules and vehicle re-registration dates.
When maintenance comes due, an alert is tripped and the Maintenance due screen updated (to open that screen, click the Data icon in the main menu then Maintenance due
RECORD REPAIRS AND MAINTENANCE
PRINT WORK ORDERS
PRINT REPAIR HISTORY REPORTS
RECORD AND BILL METER READINGS
ENTER MAINTENANCE SCHEDULES AND ASSIGN THEM TO ITEMS
ENTER MAINTENANCE TYPES AND ASSIGN THEM TO MAINTENANCE SCHEDULES
ADD MAINTENANCE PARTS, LABOR ITEMS AND MAINTENANCE LISTS
Supplies and small tools modules required.
If you want to record specific parts and labor with repairs, add your parts and labor in the Items screen. Labor IDs should be entered as consummables with descriptions that includes the word LABOR. This will ennable the Tracker to separate labor and parts costs on repair tags and reports.
If specific parts and/or labor are often used with a maintenance type, create a maintenance list and assign it to that maintenance type in the Maintenance types screen.
ENTER YOUR INITIAL MAINTENANCE RECORDS
Newly-added maintenance data doesn't trip maintenance due alerts or appear in the Maintenance due screen until maintenance records are added in the Repairs screen.
Newly-added maintenance data does, however, trip maintenance missing alerts. One way to add repair records for missing maintenance is to click, in the Alerts screen, to the left of the maintenance missing alert. A list of items missing maintenance will open. Click to the left of an item and the Items screen will open. If you want to add the missing maintenance to the Repairs screen, click the Tools icon in the grid menu, Macros then Create repair record(s) for missing maintenance.
Another way to add repair records for missing maintenance is to simply enter those records directly in the Repairs screen. This is probably the best approach if you have a list of recent maintenance work.
In either case, you can enter work that's been completed or that you want to schedule in the future.
FIELDSitems.meter hour or distance
SAVED SYSTEM REPORTS
SPECIAL PURPOSE REPORTS