How to Set Up Maintenance Planner


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.