Last Updated: December 12 2024
What are Maintenance Pre-Builds
Overview
You can create a 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.
Learn more in Create a flat rate price pre-build.
Note that if you charge for maintenance within a contract, you may want to use flat rate pre-builds to ensure the pricing remains as is. Alternatively, use Standard price pre-builds to have the charge rate of an asset service vary, depending on the price of the catalogue items assigned to the pre-build.
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 How to Set Up Asset Maintenance Contracts. These prices can also be modified manually on a job, which is best when you bill customers per asset, per site, per visit.
Pre-builds can also be applied to failure points, which are used for rectification quotes. Learn more in How to Create Asset Types.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
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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 How to Set Up Asset Maintenance 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 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.
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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 Premium or Simpro Mobile. Learn more in How to Test Assets.