How to Set Up Maintenance Planner

Overview

The Maintenance Planner is a Simpro Premium 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 Premium 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.

After setup is complete, learn more in How to Use Maintenance Planner.

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 A screenshot of a schedule icon with a grey calendar icon and an arrow. > 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

System defaults

Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults > System. You can set the following system defaults for Maintenance Planner jobs:

  • Lock Maintenance Planner Jobs on Creation: To ensure that the sell price of jobs is not impacted by updated labour time or additional materials, you can set up your Simpro Premium build to lock jobs automatically when created with the Maintenance Planner.
  • Maintenance Planner Job Descriptions: Select to view job descriptions in Detailed or Summary format. In the Summary view, multiple assets of the same type and service level are grouped in a single line, with the corresponding quantity in the job description. In the Detailed view, each asset on the job is listed individually. The job description is usually displayed on invoice forms so the Summary view can prevent your forms from being excessively long, if you test a large number of assets.
  • Save Maintenance Planner Descriptions to: Select to add maintenance plannerClosed An add-on that tracks customer assets and alerts you when they are due to be serviced. descriptions in the Overview, Cost Centre or None. The Maintenance Planner description lists the asset ID, asset type, service level and service date for each of the assets included in a job that is created through Maintenance Planner.

Learn more in How to Set Up System Defaults.

Below is a simplified, recommended workflow for setting up Maintenance Planner in your Simpro Premium 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 assists 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.
  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.