Setup Overview
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.
By setting up service levels, failure points and recommendations, preferred technicians, and flat rate pre-builds, you can create and assign pre-planned jobs and quotes either directly from the planner, or from the alerts page when you receive an alert that an asset has failed testing.
These jobs and quotes automatically populate with customer, site, and asset details, as well as the necessary billable items and labour in flat rate pre-builds. Maintenance Planner jobs are manually created from the planner by selecting a date range for the applicable assets that require maintenance or servicing.
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.
Set price pre-builds are now referred to as flat rate price pre-builds in simPRO.
If you do not purchase and enable Maintenance Planner, features including service levels, failure points and recommendations, and quote rectification alerts are not available.
If your business is in the fire industry and you need to test and maintain a significant number of assets, you can contact simPRO Support to request a fire industry testing template to be loaded into your simPRO build. You can then use this template as a starting point for setting up assets, and save time on data entry with the imported service levels, asset types, failure points and recommendations, and pre-builds. You still need to update the associated costs according to your business requirements.
Recommended Maintenance Planner setup workflow
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.
