Adding, Editing and Removing Service Types

A service type describes a service that can be applied to multiple vehicles across your fleet. You can think of a service type as a template that details the cost of the service as individual components (the cost of labor, parts and tax, any discounts that are applied, and the total cost) and the frequency that the service type should be completed in months, miles driven, or engine hours accumulated since the last service of the same type was completed.

Service types typically include major services completed once a year or following a specified number of engine hours or miles driven; simpler minor services requiring only an inspection, oil changes and filters; services relating to wheel and suspension geometry and alignment; or regulatory inspections that survey the vehicle's operating condition, its attached equipment, weight, size, or other inspections that are required for maintaining vehicle licenses or consents.

Service types are typically created for repeating scheduled maintenance stops. However, it can be helpful to create general "Miscellaneous" or "Unplanned" service types without a fixed interval or service cost. These can be used to log unplanned work if your vehicles develop unexpected mechanical faults, or require a service that is not typical for vehicles in your fleet. For example, one-off repairs such as buckled wheels, shattered windshields, or collision repairs.

Once a type has been created, it can be applied to many different vehicles as part of a service plan. Once applied to an individual vehicle as a plan, the frequency of the service (the interval between services of this type for that specific vehicle) can be edited, but the service's estimated cost cannot be edited.

To edit or delete an existing service type, or to add a new service type:

1.Click Service Types.

The Service Types dialog box opens, displaying a list of previously configured service types:

2.To edit or delete a service type, select it from the dialog box grid view then click Delete, or edit the service type settings values. If the service type has already been assigned to a service plan, the service type cannot be edited until it has been removed from all plans.

oIf you are deleting a service type, a confirmation message opens. Click Yes to delete the service type, or No to cancel the action.

oIf you are editing the service type, edit the service type's details as needed, then click Save.

3.Click the New Service Type link to add a new service type.

Enter the appropriate details of the new service type:

oName - Enter an arbitrary freeform name that describes the type of service, for example, "Major", "Minor", "Inspection", "Fitness Certificate", or "Oil Change".
oLabor - Enter the labor cost of the service in dollars, based on chargeable cost per hour, estimated duration of service, and number of technicians.
oParts - Enter the total cost of the parts and consumables used in this type of service in dollars.
oTax - Enter the tax component cost of the service, in dollars.
oOther - Enter any costs relating to this service not covered under parts, labor or tax, in dollars.
oDiscount - Any discount amount applied to the service cost, in dollars.
oNotes - Use this field to include notes about the cost of the service type, for example, exceptions to the tax amount, information about discounts, or information about past or future changes to these values.
oInterval Type - Select the interval of the service type. This can be specified in terms of "Date", "Distance and Date", "Engine Hours", "Date or Engine Hours", or "Distance and Engine Hours". Dates are measured in months, and distances in miles. Once you have selected the interval type, new fields are shown allowing you to enter values for the number of months, miles or hours between services of this type.
oSchedule Notes - Use this field to enter any general information about the service type as a text note.

To create a new service type when creating a service plan, click Create on the Add New Service Schedule dialog box.


4.Click Save. The new service type is created, and can now be applied to individual vehicles as part of a service plan.