Record maintenance and the next service date

Record a service

1. In the sidebar, open Equipment, then Power Units, Trailers or Company Vehicles.
2. On the unit, click the wrench. Service history opens a new work order for that unit.
3. Pick the Maintenance type and Status, who did the work, the dates and odometer, then the lines or the invoice total. Enter the Next service date. Click Add files for the receipt, invoice or inspection report.
4. Click Save work order.

Check the record

Every work order is listed in Service history, newest first. Click Service history on the unit card to see only that unit. Older maintenance updates were copied in and are marked Copied from the old maintenance log.

If a save shows an error, refresh Service history and check the list before you try again, so you don't log the same service twice.

Who decides a unit is ready

An Open or In progress work order puts the unit in Maintenance. Marking it Done puts the unit back to Active when no other work order is open. A done work order shows work was done. It is not proof the unit is safe, and your safety staff can still change Status with Edit on the unit. Staff with maintenance access only can add work orders but cannot add, edit or delete units, and never see totals.