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Fleet

Service schedules

Preventive maintenance intervals by distance, by time, or by whichever falls first.

Updated

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 typeInterval requiredBecomes due whenUse it for
MileageDistance interval, greater than zeroRecorded mileage passes the next due mileageWear-driven servicing
TimeDay interval, greater than zeroThe next due date passesCalendar obligations
CombinedAt least one of the twoEither bound is passedWhichever comes first
The trigger type decides which interval fields the schedule requires.

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. 1

    Raise a work order against the schedule

    Maintenance → Work Orders

    Pick 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. 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. 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