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When editing an Equipment Type, selecting a Service Interval will display the details below.
a. Name - Enter the Service Interval Name such as Monthly Service, Yearly Service, etc.
b. Job Template - select a job template that must have been readily created in the Advanced → Job Templates area.
c. Frequency – How often the Interval occurs.
d. Create Jobs – Specify whether you want Ascora to automatically create the necessary Jobs based on the Service Interval or if they will be manually created via the Maintenance Planner.
e. Equipment Grouping – Specify if a Job should be created for each piece of Equipment or if the multiple pieces of Equipment for the Customer that have the same Service Date should be grouped onto a single job.
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We can add service intervals per equipment and this allows us to add multiple service intervals if needed.
1. Access the Customers menu and search the customer with equipment you need to edit. Equipment are generally linked to site customers where they are physically located but there might be cases you also have equipment linked to parent customers or billing customers.
In this example we are accessing the details of 125 Enterprises.
2. Navigate to the Equipment tab and click on the Pencil icon beside the equipment name to access the details.
Note: If you're trying to access the equipment linked to a site customer, then you either search the site customer name in step 1 or access the parent customer and then click Sites tab then navigate to the Equiment tab.
3. In the Equipment Details screen, click on + Add New to add service intervals.
4. Complete the configurations following steps A - F as detailed below.
a. Name - Enter the Service Interval Name such as Monthly Service, Yearly Service, etc.
b. Job Template - select a job template that must have been readily created in the Advanced → Job Templates area.
c. Frequency – How often the Interval occurs.
d. Create Jobs – Specify whether you want Ascora to automatically create the necessary Jobs based on the Service Interval or if they will be manually created via the Maintenance Planner.
e. Equipment Grouping – Specify if a Job should be created for each piece of Equipment or if the multiple pieces of Equipment for the Customer that have the same Service Date should be grouped onto a single job.
5. After saving the changes, you'll find the service interval created and listed in the lower right part of the equipment details screen.
Note: You can add as many service intervals as needed such as one for monthly, one for quarterly, and one for annual visits.
6. You can adjust the equipment details if necessary. In this example, let's add a First Service in Ascora or basically the equipment First Service Date so that the Last Service and Next Required Service Dates will show.
Note: If you leave the First Service Date field blank and complete the very first job that involves equipment servicing, it will automatically update the Last Service Date based on the job completion date.
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