Maintenance Pre-Builds
Overview
You can Create a flat rate price pre-build to use with Maintenance Planner for two purposes:
- to invoice preventative maintenance work as a single billable item, or
- to invoice rectifications for assets that fail testing.
Both of these use flat rate pre-builds as they involve consolidating parts and labour under a flat price.
After setting up pre-builds, you can link them to the service level of an asset type by selecting them in the Charge Rate field when assigning a service level.
If the price differs by customer, you can set a generic value of zero and use customer contracts to manage customer-specific pricing. Learn more in Contracts. These prices can also be modified manually on a job, which is best when you bill customers per asset, per site, per visit.
Flat rate pre-builds can also be applied to failure points, which are used for rectification quotes. Learn more in MP Asset Types.
Set price pre-builds are now referred to as flat rate price pre-builds in simPRO.
Create preventative maintenance pre-builds
Preventative maintenance is performed regularly to check that the asset is still working. You can set up preventative maintenance pre-builds with customer contracts. Learn more in Contracts.
To set up pre-builds with customer contracts:
- Find and open the customer.
- Go to Rates > Contracts.
- Click an existing contract or create a new one.
- Click the Service Levels tab.
- Search and select flat rate Pre-Builds next to the service levels.
- Adjust the Charge Rate as required.
- This only changes the price of the pre-build in the customer contract and does not affect the pre-build itself.
- Once you have finished assigning pre-builds, click Save Contract.
- Click Save and Finish.
Create rectification pre-builds
If you have rectification pre-builds set up, when an asset fails a service level you can immediately create a quote to fix the asset.
In the image below, a fire blanket asset can fail testing by not being appropriately visible and the recommendation in this case is to re-install the fire blanket in a visible location. When the technician fails the asset and selects this recommendation, they can then create a quote for fixing the asset and the pre-build for the selected recommendation is automatically added.
To set up rectification pre-builds:
- Create a flat rate price pre-build for failure point / recommendations on a particular asset type.
- Go to System > Setup > Customer Assets > Asset Builder.
- Click the asset type.
- Click Service Levels.
- Click Options > Edit Failure Points on the service level.
- Next to the failure points, search and select a Pre-Build.
- To view recommendations and assign pre-builds, click the arrow next to the failure point.
- Continue assigning pre-builds as required.
- Click Save and Finish.
- Click Save and Finish.
The technician can then test customer assets in simPRO or Connect. Learn more in Test Assets.