Step 1: Create Meter-Based Maintenance Types
Meter-based maintenance types help you schedule servicing based on usage rather than time. To create these:
Navigate to System Setup > Maintenance Types.
Click Add Maintenance Type.
Enter a Name (e.g., "50-Hour Service" or "1000 km Check").
Set the Period Type to Meter-Based.
Specify the Unit (e.g., hours, kilometres, miles).
Define the Interval (e.g., every 50 hours or 5000 miles).
Save your settings.
Your maintenance type is now set up to trigger when an item's meter reading reaches the specified interval.
Step 2: Adding maintenance to a product
To use the Meter reading maintenance on a product, you will need to:
1. Go to Products
Select your Product
Edit your product
Go to Additional Information
Here you can add your Maintenance type
2. Check your assets
1. Click on one of your asset levels
2. Go to the Maintenance types page
Step 3: Updating Meter Readings
Meter readings can be updated in multiple ways, ensuring accurate tracking. Here’s how:
1. Directly from the Stock Level
Go to Stock and select the relevant item.
Locate the Meter Readings section.
Enter the latest reading and save.
2. During Dispatch, Booking Out, Return Requests, and Item Returns
When processing a dispatch, booking out, or return:
The system will prompt for a meter reading.
Enter the updated reading before proceeding.
This ensures accurate tracking at every stage of the rental process.
Step 3: Accessing Meter Reading History
Tracking meter readings over time helps monitor usage patterns and servicing needs. To view an item’s meter history:
Go to Stock and select the item.
Click on the Meter Readings tab.
Review the full history, including:
Previous readings
Date and time of updates
Who entered the readings
Source of the reading (e.g., dispatch, return, works order)
This history provides valuable insights into an item's usage and maintenance trends.
Step 4: Meter Reading Maintenance is Due
Now that we have met the criteria of our meter reading and it's gone to Maintenance due, we will need to carry out maintenance.
Go to Products and Services
Head to Maintenance Due
Here you'll see your product
click the drop-down for that product
Carry out Maintenance
Your Mobile user can also set meter readings
You will need to create an order and dispatch it using that driver.
Go to the Dashboard
Click on deliveries for today
Select the corresponding order
Sign Document
go to the items section
click the 3 dots
Set meter reading
Final Thoughts
By setting up meter-based servicing, you ensure that your equipment receives timely maintenance based on actual usage. This proactive approach helps prevent breakdowns, extends asset lifespan, and improves operational efficiency.
Start using meter-based servicing today to keep your equipment in top condition!