Service plans
Set how often you service each kind of unit, by your own levels, and see when each unit is next due.
On the Unlimited plan. A free trial includes it too.
A service plan says how often you service a kind of unit. You set it on the asset type, to suit the standards you work to: Crewzy does not fill in any intervals for you. Each unit's next visit is then counted from the day the work was last done, and the units due show on the due list, on Home and on a site's repeating job.
Set up a plan
- Go to Settings, Assets and press Edit on the type, such as Portable extinguisher.
- Under Service plan, press Add level.
- Give the level a name of your own and the months between visits. Add a level for each kind of visit you do, such as a six-monthly and a yearly.
- Tick Covers the smaller levels on a bigger level when doing it also counts as the smaller ones, so a yearly visit counts as the six-monthly too.
- Press Save type.
Renaming a level keeps the days units were last done at it. Taking a level off keeps them too, in case you put it back.
When a unit is next due
Each level is counted from the day it was last done on the unit, or from the day a bigger level that covers it was done, whichever is later. A month is a calendar month: a visit on 31 January next due in a month falls on the last day of February.
- A unit with nothing recorded yet counts from the day it was installed, when that is on the unit.
- A unit with neither is listed as No last done yet, due now.
The unit's page shows each level with how often, when it was last done, and when it is next due.
Record the work
When the crew record Serviced or Inspected on a unit on a job, they pick the level they did. On a job made by a repeating job with its units the level due is picked for them. Finishing the job moves that level's last done to the day it was finished, and the unit's last serviced date as before. A pass at the level does the same; a fail or not tested leaves the unit due.
Last done by hand
When you bring in units whose work was done before, set their last done days so they come due at the right time:
- On the unit's page, press Change on Service plan and fill in each level's last done.
- Or bring a whole register in with a column for each level: see Import assets from a spreadsheet.
Different at a site, or for one unit
- At a site: in Settings, Assets, press Site changes on the type, then Change it at a site. Give a level other months, mark a level Not done here, or take the type off the plan at that site altogether.
- For one unit: on the unit's page, press Change on Service plan. Give it its own months, leave a level out, or tick Not on a plan.
A unit's own change beats its site's, and its site's beats the type's.