In the software, a Maintenance Plan is a schedule of the Service Packages or Pinpoint Inspections which should be completed at specific time or mileage intervals.
TIP: If you have not already done so, please view the Vehicle Care series of Guided Tours before authoring your Maintenance Plans. Maintenance Plans are central to your shop's professional vehicle care management system. The Vehicle Care tour series is the best way to understand how the software's Maintenance Plans are central to vehicle service history, service forecasting, and service reminders.
A typical Maintenance Plan Overview is shown here:
Title: You should name each plan to succinctly describe it’s function - each vehicle will be assigned to a Maintenance Plan based on this name.
Service Item Type: Click the Service Item Type combo and choose vehicle - this plan is for vehicles, as opposed to Equipment or Projects, which are used in other industries.
Minimum Use Interval: Indicate the minimum use interval (in kilometres or miles) between required maintenance visits. For instance, a Lube Oil Filter is generally the most frequently required maintenance item – it’s required every 6,000 km - so that becomes our minimum use interval.
Minimum Time Interval: Because we have no real way of knowing when a vehicle has travelled 6,000 kilometres, we need to estimate the time (in days or months) it will take the average vehicle to travel that distance. In the picture above we have estimated 100 days. You may create other maintenance plans for vehicles in commercial service which can travel that distance in much less time.
IMPORTANT: Each Service Package and Pinpoint Inspection added to this maintenance plan will be assigned a multiple of these minimums.
By default set this Maintenance Plan for all new vehicles: This checkbox is found on Location Maintenance Plans only. You may set only one Location Maintenance plan to be the assigned to all new vehicles by default.
Tip: If a service that you plan to use on a maintenance plan has several variations, consider this. For example you want to put a lube, oil and filter on a maintenance plan but you would like to have separate packages for 5W30, 10W30 and Synthetics. Rather than have to create a maintenance plan for each type of oil change - do this. Have one master oil change package template. In the location manager, import the template, rename it to define the package and customize it for 5W30 oil. Import the same template into the location manager and rename it to define the 10W30 package. Do the same for all other oil change packages. The maintenance plan uses the template package so any service package used that is linked or created from the template will satisfy the service being performed.
Maintenance Plans (08:00)
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