The Equipment Maintenance Software module helps you with scheduling and tracking of equipment maintenance details in an orderly manner about planned maintenance, equipment to be maintained, and to keep a listing of maintenance performed on equipment.

• More Info and Pricing

The following is a summary describing some of the features of the Equipment Preventive Maintenance and equipment maintenance management software module. Should you have further questions, please contact our office through any of the available contact options.

Overview

• The AccountPro Equipment Maintenance software program may be used as a standalone preventive maintenance software module allowing you to maintain equipment maintenance details independently from any other accounting modules and, if required, to be installed on a separate computer.
• The equipment you maintain may be your own equipment, equipment rental, a customer's equipment brought in for servicing or, equipment serviced on a job, such as a shopping mall, industrial site, high rise building, etc.
• To facilitate servicing and equipment tracking, the location of equipment may be specified, such as for example, customer, shop, job site, building, floor, room, drawing number, etc., simplifying the instructions to the service employee performing the actual maintenance.
• There is no limit to the number of Equipment the Equipment Preventive Maintenance software module can contain, nor is there a limit to the number of scheduling and serviced details.
• Use as heavy equipment maintenance software, planned maintenance software, equipment scheduling, building maintenance, truck maintenance, etc.
• Facilitates planned maintenance of equipment.
• If the maintenance schedule is date based, specifying a service frequency interval, starting date and ending date, will automatically add the required number of schedules to the schedule table.
• In/Out status may be used for equipment rental or to indicate if the equipment is out in the field or job site.
• A database is used to select user defined products parts or assemblies to be used at a scheduled service date or metered interval (hours/mileage).
• A Customer ID may be specified for each Equipment ID, including a Job ID to facilitate retrieving information by Customer or Job, or in case of rental equipment, the location and customer whom rented or leased to. 
• Use assemblies to specify any number of components to be used for a specific service. Using a single assembly ID will print all required components on the maintenance schedule for the service department, without having to enter and list each component individually.
• Costing fields for hours worked and dollar amount may be used to track maintenance expenses. Expenses may be broken down into several categories.
• User defined service types may be used to indicate the type service required, for example, use one service type to indicate a weekly service, another service type for a monthly service, complete overhaul, 100,000 mile service, 1,000 hour service and so on. A single piece of equipment may be assigned multiple service types in the scheduling menu, one for each scheduled service.
• Interfaces with the optional Inventory Control module to issue parts out of stock to specified equipment and update costing in the equipment maintenance module.
• Single entry from Inventory Control updates inventory and equipment.

Detail Features

• Equipment Master:
  The master equipment file may contain the following details (details not required may be bypassed):
  • Equipment ID to 16 characters
  • Equipment description to 60 characters
  • Serial number to 20 characters
  • Equipment Tag to 20 characters
  • Equipment type (user defined)
  • Acquisition Date
  • Purchase Cost
  • Sold Date
  • Sold Amount
  • Customer ID
  • Job Number
  • Vendor ID
  • Manual ID
  • Location Details
  • Vehicle ID
  • Vehicle Plate number
  • In or out of shop or unavailable due to repairs
  • Status (user defined)
  • Date last serviced
  • Current Hours as of date
  • Current Mileage as of date
  • Service Frequency:
    • Daily
    • Weekly
    • Biweekly
    • Semi-Monthly
    • Monthly
    • Quarterly
    • Twice Annually
    • Annually
    • User Defined
      • Number of intervals
      • Starting date
      • Ending date
    • Hours
    • Mileage
    • Service expiry date
  • Warranty
    • Material
      • Expiry date
      • Hours
      • Mileage
    • Labor
      • Expiry date
      • Hours
      • Mileage
• Maintenance Scheduling Detail
  • Scheduled Maintenance Date
  • Type of maintenance to be performed specifying a service type id (you may specify a different service type id for each service schedule)
  • Order Number
  • Customer Purchase order Number
  • Assigned to...
  • Assembly ID (to specify parts required for servicing)
  • Equipment Scheduling Notes
  • Equipment Location
    • Job ID
    • Drawing Number
    • Reference
    • Building ID or Location ID
    • Floor
    • Room Number
    • Service sequence number on job or project
• Work Order
  • Generates Work Orders from Schedules
  • Prints Work Orders
• Invoice
  • Interfaces with optional Invoicing module to print customer invoice
• Serviced Detail
  • Completed at Date, Hours or Mileage
  • Completed Notes
  • Completed by...
  • Checked by...
  • Checked date
  • Cost Fields
    • Labor Hours
    • Labor Amount
    • Material
    • Rental
    • Contract out Repairs
    • Licensing Fees
    • Other

Equipment Mileage Tracking

• Tracks mileage by MPG
• Tracks mileage by L/100km
• Additional information
  • Driver ID
  • Type of Fuel used
  • Cost of Fuel
  • Fill Date
  • Trip Type
  • Department ID
  • Reference
  • Notes

Equipment Assemblies

• An Assembly ID may be assigned to each scheduled service to specify parts or components required for each scheduled service.
• Assemblies may be generated by specifying any number of components for the assembly.
• An Assembly ID may consists of up to 20 characters.
• Quantity may be specified for each component or parts within the assembly.
• Decimals may be used to specify Assembly component quantities.

Equipment Maintenance History Retrieval

• To facilitate equipment tracking equipment details may be retrieved by:
  • Equipment ID
  • Serial Number
  • Job
  • Customer

Equipment Reports

• A number of reports are available in the preventive maintenance management software module, indicating maintenance scheduling, complete with parts required, notes for the service employee, date completed with notes of maintenance performed, etc.
• Parts, costs, labor costs and hours used for each piece of equipment with the optional inventory control software module installed.
• Equipment lists may be sorted by:
  • Equipment ID
  • Serial Number
  • Description
  • Customer ID
  • Job Number

Equipment Maintenance History

• All details of maintenance history may be kept on file as long as the user requires.

Interface

• With the optional Inventory Control module installed, parts issued from inventory will update the Equipment Maintenance software module.

Import

• Using the option Import module, you can import equipment, vendor, customer and product lists from ASCII or CSV files.