Let's get started!
The service sequence is where the real power lies. You're effectively creating a schedule that governs how often a piece of equipment needs to be serviced. These sequences allow multiple, parallel service routines to be set up for a single item.
Create a Service Sequence
While you can create individual sequences, it's recommended to create default sequences to save time going forward.
Head to Model Enquiry via the Equipment menu.
Next, select the equipment you want to create a sequence for.
Expand the Default Service Sequences section.
Next, click the Add a new Sequence button.
Sequence A is now ready for you to fill in.
Start with the Sequence Name. Such as Major Service.
Intervals Between Services Are Based On: When defining a sequence, you can choose how the system calculates service intervals.
This can be based on:
Calendar Days, Weeks or Months
Hours Operated
Either Date or Hours
In most cases, clients choose calendar-based scheduling, as usage hours often aren’t tracked consistently enough.
Services Are Scheduled Using: There are two ways to calculate the next service date: fixed or variable.
Fixed Dates: This means that services are always due on the same date, for example, every July 1st. Even if the actual service is done earlier or later, the system keeps the original schedule. This is useful for organisations that prefer a rigid calendar-based plan.
Date of Previous Service: This is a variable schedule, where each service date is calculated from the actual completion date of the previous one. So if a service is completed on August 27th instead of July 1st, the next due date becomes August 27th of the following year. This approach adds flexibility for real-world delays.
Default Type: This lets you set if the sequence is the default for this Model, or suggested.
If Suggested is enabled, when you go to create a sequence, you have the option to select it from the list or create a new one from scratch by clicking Close.
Sequence Start Date Set As: Here, you can set when the sequence should start:
Contract Start Date: The sequence will start from the contract date.
Calculated Date: You can set a delay from the contract start date, so three months from the contract start date, run sequence A.
With all the fields filled out, click Add Service.
Fill in the mandatory fields:
Service Level
Service Type
Charge Code
M/W/D (Months, Weeks, or Days)
Service Frequency: In this example, the frequency is set to twelve months.
When you're done, click Save.
The Service is now added to the Sequence; you can now add another Service.
You can follow the same steps to create a new one.
In this example, we have created a Major and Minor Service.
To ramp things up, let's add an MOT to the sequence.
Follow the same steps as before, you'll notice that Sequence B has been created.
Once it's all filled out, you'll see two Sequences consisting of three services.
How the Sequence Works
Sequence A: After the first Major service, a Minor service will take place six months later, followed by another Major service after 12 months, and so on. Since we have chosen the "Date of Previous" option, the dates will begin after the completion of the prior service.
Additionally, we have an MOT test every 12 months, regardless of the other services. If this was included in the same sequence, you would have to wait almost three years for the next MOT service.
Finally, click Save to confirm your default model service sequence.
