How to Set Up Vehicle Maintenance

Overview

Maintain regular scheduling of servicing, inspections and certifications for vehicles and plant / equipment. To use Simtrac's maintenance planner, go to Settings > Maintenance Planner. You can only access maintenance planner if you have the correct user settings.

Vehicles without trackers can also be managed using the Simtrac Maintenance Planner.

View a list of all upcoming and booked services for vehicles in the Services List tab.

A screenshot of the Services List tab in Maintenance Planner.

The colour in the first column indicates the urgency of a service:

Red

Service is overdue.

Yellow

Service is due soon.

Green

Service is not yet due.

To view the service history of a vehicle, click the book icon.

To remove a service, click the delete icon.

A screenshot of the Create Service Type page.

To add a new service type:

  1. Click Add Service Type.
  2. Name the service type.
  3. Enter details for the service type. Hover over the fields for more information.
  4. Under Send Alerts To, type any email addresses you want to receive alerts for this service type. Use commas to separate several email addresses.
  5. Click Update.

Assign the relevant service types to individual vehicles so you can keep track of which vehicle needs servicing.

A screenshot of the Service Types tab.

To assign a service type to a vehicle:

  1. Click the truck icon.
  2. Select the vehicle you would like to assign the service type to. To select several vehicles, hold down the Control key while clicking. To assign the service type to all vehicles, click All.
  3. Click Continue.
  4. Under Next Service, enter the date / odometer number / engine hours for the next service, depending on the service type. A service type may have two Next Service options.
    • If you are using odometer or engine hours, make sure your vehicles are calibrated first. Learn more in Calibrate odometer and engine hours.
    • Vehicles without trackers can be monitored using a Time Interval service type.
  5. Click Assign Service.

If you want to remove a service type from a vehicle, go to the Services List tab and click the delete icon next to the service you would like to remove.

To change service type details, click the edit icon.

To remove a service type, click the delete icon.

A screenshot of the Perform Service pop-up window.

To perform a service:

  1. Click the cog wheels icon.
  2. Depending on the service type, select the service date from the date picker, enter the odometer reading, and / or enter the hour usage.
  3. Enter other service details.
  4. Click Save.

You can also perform a once-off service without a booking in the Maintenance History tab of a vehicle. Learn more in Perform a once off service.

To edit a service or add booking notes, click the calendar icon. If you have added booking notes, you can send the mechanic and / or the driver an email notification by typing in their email address and selecting the Send Notification check box.

A screenshot of the Booking Information pop-up.

For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.