Roles: Administrator & Employee | Interface: Web
Schedule and manage one-time or recurring services for tools, equipment, machinery, or vehicles through Asset Service Templates.
You can schedule services based on Period (i.e. days, weeks, months, years), Distance (note: heavy-equipment only), or Engine Hours (note: heavy-equipment only).
Further, you can specify if a service is critical. When you have an asset or equipment that has a Critical service overdue it can no longer be transferred. The user needs to be either an admin or have a role with special permission called "Critical service transfer" enabled in order to transfer the asset or equipment. This is to prevent the use of equipment that has a mandatory critical service like for example any laser measuring device and their calibration.
Each service name must be unique per account and is linked only to Assets or Asset Templates, not to Quantity Items.
A service can be attached to multiple Assets or Asset Templates but only once as an upcoming service per Asset until this service is completed. Multiple different services can be assigned to a single Asset.
- To learn more about how to add a Service Template (Not critical and one-time), please click: How to add a service template (not critical and one-time)?
- To learn more about how to add a Service Template (Critical and Recurrent), please click: How to add a service template (critical and recurrent)?
What is the difference between Asset Templates and Asset Service Templates?
Aspects | Asset Templates | Asset Service Templates |
What it Does | Stores common details of assets (like manufacturer and model). | Schedules and manages services for assets (like maintenance). |
How to Manage | Created and edited through specific workflows or imports. | Managed by authorized users in the Administration section. |
Uniqueness | Each template must be unique but can be used for many assets. | Each service name must be unique. |
How it’s Used |
Applied to assets when they are created. |
Attached to assets or asset templates to schedule services. |
Assignment | Can be linked to multiple assets. |
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Notifications | Not used for notifications. | Notifications are set in the Alert Settings. |
Types |
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Only one type: Service Template. |
Creation |
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Can be created and customized by the user |
When to Use | When setting up or managing assets. | To schedule and track services for your assets. |