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Maintenance Schedules

Set up recurring service reminders on an equipment record

Maintenance Schedules

Proactive maintenance scheduling prevents unexpected breakdowns, extends equipment life, and keeps warranties intact. In the console, each equipment record carries its own maintenance schedules, and a fleet-wide dashboard rolls up what is overdue, upcoming, and recently completed.

Quick Start: Create a Maintenance Schedule

  1. Open Equipment from the sidebar and click an item
  2. Go to the Maintenance tab
  3. Click Add Schedule
  4. Enter a Task Name and a Due Date
  5. Optionally set an Interval and Notes
  6. Save the schedule

Step-by-Step: Setting Up a Maintenance Schedule

Step 1: Open the Maintenance Tab

  1. Click Equipment in the sidebar
  2. Find and click the equipment item
  3. Select the Maintenance tab

Step 2: Add a Schedule

Click Add Schedule and fill in the form. It has four fields:

FieldRequiredDescriptionExample
Task NameYesWhat the service isOil Change
Due DateYesWhen it is next due08/15/2026
IntervalNoHow often it recurs - a number plus a unit250
NotesNoAny detail worth recordingChange oil and filter

The Interval unit is one of days, miles, or hours. Pick the unit that matches how the task comes due - calendar time (days), odometer (miles), or engine time (hours).

Set the Due Date to the next time the task should happen. For brand-new equipment, that is usually the first service milestone from the manufacturer's schedule.

The Maintenance tab of an equipment record, with the Add Schedule button and the Overdue, Upcoming, and Completed groups that organize each schedule by its due date

Common Maintenance Tasks

These are typical tasks to schedule. Enter each as its own schedule with an interval in days, miles, or hours.

For Drill Rigs

TaskSuggested Interval
Engine Oil Change250 hours
Hydraulic Filter500 hours
Greasing50 hours
Annual Inspection365 days

For Service Vehicles

TaskSuggested Interval
Oil Change5,000 miles
Tire Rotation7,500 miles
Brake Inspection180 days
DOT Inspection365 days

For Pumps

TaskSuggested Interval
Impeller Inspection500 hours
Seal Check250 hours
Motor Service1,000 hours

Managing Multiple Schedules

Each equipment item can have several schedules, tracked independently:

  1. View all of an item's schedules on its Maintenance tab
  2. See service across the whole fleet on the Maintenance Dashboard at Equipment > Maintenance, which groups items into Overdue, Upcoming, and Completed

Completing and Editing Schedules

Mark a Schedule Complete

When the work is done, click Complete on the schedule. It moves to the completed group on the Maintenance Dashboard.

Delete a Schedule

  1. Open the schedule on the Maintenance tab
  2. Click Delete and confirm

Viewing Maintenance Status

Use the Maintenance Dashboard (Equipment > Maintenance) to see, across all equipment:

  • Overdue - past the due date
  • Upcoming - due soon
  • Completed - recently finished

Open any item from the dashboard to jump to its Maintenance tab.

Best Practices

Start with Manufacturer Specs Use OEM recommendations as your baseline interval, then adjust based on real conditions.

Be Consistent Use the same task names across similar equipment for cleaner reporting.

Keep Due Dates Current When you complete work outside the console, update the schedule's due date so the dashboard stays accurate.

Review Regularly Check the Maintenance Dashboard on a routine cadence to catch overdue items early.

Troubleshooting

Schedule not showing as due?

  • Confirm the Due Date is set correctly
  • Check the Maintenance Dashboard's Overdue and Upcoming groups

Interval not behaving as expected?

  • Make sure the number and unit (days / miles / hours) match how the task actually comes due

Completed work not reflected?

  • Use the schedule's Complete action, or update the Due Date for the next cycle