How to Set Up Maintenance Planner


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.