- See upcoming, overdue and scheduled Services for your entire fleet and/or machinery and equipment in one place
- Based on the Service Program, we automatically calculate a due date for the Next Service based on hours, kilometers, and/or date.
- In the Service Overview (Tasks > Outstanding Work) you will see Service reminders per machine, vehicle and equipment
- When hours, kilometers and date are updated (for example via Barde Felt or third-party integrations) you will be able to see how many hours, kilometers or days remain before a Service is due. When these registrations go over due, this will be clearly marked with a red color
- From the overview you can plan the execution of Service via Work Order
Here's how to get an overview of upcoming, overdue or scheduled Services:
1️⃣ Open "Tasks" in the main menu.
2️⃣ Select the "Outstanding Work" tab. This is the first page you will come to.
Here you will see Reported Faults and Service in one and the same image.
3️⃣ Check the "Service" checkbox to see machines, vehicles and equipment that have an upcoming, overdue or planned Service.
Tip: Use search and filter options to narrow down the results to what you are looking for.
How to schedule a Service:
1️⃣ Find the object (machine, vehicle, equipment) you want to schedule Service for
2️⃣ Click the "NEW ORDER" button, select which department will receive the work order and continue
3️⃣ In the Work Order creation screen, select who the work order will be assigned to (usually a mechanic) and
check the line with the relevant Service to add it.
Note: You can add any faults and deficiencies to the same work order in the same image, so that you can collect all work and tasks in one order. After the work order is created, outstanding work can be added using the "ADD TASK" button, in case you forgot to do so when creating the order.
4️⃣ Create the work order. The service is now scheduled and the work order is ready to be completed.
