How to Set Up Maintenance Planner

Overview

The Maintenance Planner is a simPRO add-on focused on preventative maintenance for customer assets. This is useful if you require additional functionality to handle high volumes of asset-driven jobs with multiple service levels.

To set up Maintenance Planner and create Maintenance Planner jobs and quotes, it is important to understand the following relationships in your simPRO system:

  • Customer assets are linked to sites, and can have their own defined service levels.
  • These service levels can be linked to failure points and recommendations when assigned to an asset type.
  • Service levels can also be linked to flat rate pre-builds that have a defined charge rate to bill to customers, as well as the preferred technician/s to complete the required works.

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:

Customer Assets

Below is a simplified, recommended workflow for setting up Maintenance Planner in your simPRO system. You can customise this workflow to suit your business.

It is recommended to test your setup workflow with a small number of assets added to one site. This will assist in planning your Maintenance Planner implementation before going live.

The recommended maintenance planner setup workflow.

Recommended order to set up Maintenance Planner:

  1. Create Service levels. 
  2. Create Maintenance Pre-builds.
    • Create pre-builds for use with Maintenance Planner to invoice preventative maintenance work as a single billable item and invoice rectifications for assets that failed testing. Learn more in What are Maintenance Pre-Builds.
  3. Create Asset Types.
    • Asset types are useful for understanding what qualifies as an asset for your business. Learn more in How to Create Asset Types.
    • You can also nominate specific employees or contractors as preferred technicians to work with a particular customer, site, asset type , or service level . Learn more in What are Preferred Technicians in simPRO?.
  4. Set-up Maintenance Notification forms.
  5. Create Asset Maintenance Contracts.
    • It is common to create a customer contract for asset maintenance. The contract is used as the customer for maintenance jobs and lasts for a specified duration. Learn more in How to Set Up Asset Maintenance Contracts
  6. Create assets and assign them to required sites.
    • Once you have created your asset types, you can create individual assets manually, from items or via an import. Learn more in How to Create Assets.