Service schedules
Preventive maintenance intervals by distance, by time, or by whichever falls first.
A service schedule is a recurring maintenance interval — an oil change every 90 days, a brake check every 10,000 miles, a safety check on whichever comes first. It holds the interval, the tasks to perform, and when the work was last done, and it feeds a quarter of every vehicle’s health score.
Who can do this
- Role
- Administrators
- Permission
service-schedules:readservice-schedules:writeservice-schedules:delete
The three trigger types
| Trigger type | Interval required | Becomes due when | Use it for |
|---|---|---|---|
| Mileage | Distance interval, greater than zero | Recorded mileage passes the next due mileage | Wear-driven servicing |
| Time | Day interval, greater than zero | The next due date passes | Calendar obligations |
| Combined | At least one of the two | Either bound is passed | Whichever comes first |
The distance field is labelled Interval (Miles), but nothing converts units: it is compared as a plain number against whatever you record in the vehicle’s mileage field. If your fleet is recorded in kilometres, set the intervals in kilometres and read the label as "distance". Being consistent matters more than the label.
Tasks
A schedule carries a list of tasks, each with a name, an optional description and a required flag. They are the instruction sheet for whoever does the work — a list of what this service covers, so the technician is not working from memory.
Tasks are not tracked individually. Nothing ticks them off, and the required flag is not enforced anywhere; the unit of completion is the work order, not the task. If you need per-item evidence, use an inspection template instead.
Attaching a schedule to a vehicle
The vehicle is optional, and this is the single most common way to set a schedule up wrongly. An unattached schedule is a definition and nothing more: it never becomes due, never appears in the overdue list, never raises an alert, and never counts towards a health score. A schedule only does work once it names a vehicle.
There is no "apply to all vehicles" — a fleet of forty vehicles on a 90-day service is forty schedules. Creating them through the API or an import is usually faster than the form.
Status is separate: an inactive schedule is kept but ignored, which is how you pause a service without losing its history. Only active schedules are scored.
How a schedule rolls forward
Nothing advances a schedule on its own. It moves when a work order linked to it is completed.
- 1
Raise a work order against the schedule
Maintenance → Work OrdersPick the service schedule on the work order. Fill in the mileage at creation while you are there — the next due mileage is calculated from it.
- 2
Do the work and complete the work order
Completion is what triggers the recalculation. A work order left at in progress, however finished the work is, leaves the schedule overdue.
- 3
The schedule advances
Last performed date becomes today. The next due date becomes today plus the day interval. The next due mileage becomes the work order’s mileage plus the distance interval.
Due, overdue, and what happens next
Upcoming preventive schedules appear on the maintenance overview, and overdue ones do two things:
- they raise a service overdue fleet alert at medium severity, one per vehicle regardless of how many of its schedules are late;
- they pull down the service-compliance quarter of the vehicle’s health score, by roughly a point and a half per day overdue, and separately by distance overrun.
What they do not do is raise a work order. A due schedule is a prompt, not an instruction — someone still has to create the work order, which is also what links the completed work back to the schedule.
Terminology
Your organisation can rename these. If your screens say something else, this is what they mean here.
- Vehicle
- The asset a schedule is attached to. Some tenants call these trucks, vans, units or assets.Rename it in Settings → Terminology