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Service Programs

Service Programs in act as a container or grouping for one or more Service Schedules, allowing businesses to define maintenance routines across asset groups. By creating programs, users can assign standardised servicing logic to vehicles, plant equipment, or other connected assets, enhancing visibility, planning, and compliance.

This guide outlines the functionality and layout of the Service Programs section within the Servicing Module, accessible from the main navigation panel.

 

Accessing Service Programs

To begin, navigate to:

Servicing (🔧 icon in left menu) → Service Programs

You will be presented with a summary table displaying all existing Service Programs and their metadata:

  • ID: Unique identifier (auto-generated)

  • Name: Custom program name

  • Description: Optional user-provided description

  • Linked Schedules: Number of associated service schedules

  • Linked Assets: Number of assets currently assigned to the program

  • Actions: Controls for linking, editing, or deleting a program

 

Creating a Service Program

Click “Add Program” in the top-right corner.

A modal will appear allowing you to:

  • Enter a Name (mandatory)

  • Enter a Description (optional)

  • Select one or more Service Schedules from the left pane and move them to the right (selected schedules) using the arrow buttons.

Once configured, click Create to finalise.

Editing a Service Program

To update an existing program:

  1. Click Edit beside the target program.

  2. You’ll see the same modal as during creation. You can update:

    • Program name

    • Description

    • Add/remove service schedules using the arrow buttons

Click Save once complete.

Linking Assets to a Service Program

To assign assets (e.g., trucks, utes, equipment) to a program:

  1. Click the Link button in the Actions column.

  2. Use the search field to locate assets by name or ID.

  3. Select the checkbox beside the desired asset(s).

  4. Click Save to confirm.

Linked assets will now follow the servicing logic defined by the selected schedules in the program.

View Options

At the top-right corner of the screen, click the gear icon (⚙️) to toggle between:

  • Standard View: Default layout with wider row spacing

  • Compact View: Reduces row height to display more entries on screen

Use this setting to optimise your view depending on your screen size or preference.

Additional Controls

  • Export: Click the Export button to download a CSV file of all listed service programs and their details.

  • Delete: Use the red Delete button to permanently remove a service program. Deleting a program will not delete its associated schedules but will unlink all assets.

Best Practices

  • Group similar assets (e.g., Utes, Generators, Semi-Trailers) into programs to ensure consistent service logic.

  • Keep program names concise and descriptive for easy filtering.

  • Use the description field to clarify servicing logic or context.

  • Consider creating programs for seasonal servicing or contract-based maintenance plans.