If you run your own fleet concrete pumps and do the maintenance in house. You can use FieldInsight to keep track of the service and maintenance for your own assets.

You are able to setup maintenance plans for your assets and run detailed ROI reports showing cost for parts and labour.

Please note: This is an extended feature and you will need to upgrade your account Book in a free demo to see how it works and how it can help you.

We can help you configure the service tests and the reports, contact us for a workflow session and configuration fees

You need to be running your Account as a Unit Management Business Type

Click on the cog icon on your top-right of the screen > then select Settings

Then under Business tab > Details > Ensure that your Business type is set as Unit Management

Then just ensure that your Units are visible under the tab Assets & Tests > Assets tab > and then under System Fields
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You will find this option in the Assets - Scheduler section as given in the screenshot below:

Now once you've ensured that the right set-up is in place, we can begin creating the Assets and linking them to the units.

Open the Assets page and click Add new asset and fill out the details.

Then in the Unit section, select the unit that you want to link this asset to.

There's a number of options for the asset management, such as adding and removing fields and adding QR codes to quickly find the assets/units in the field. Read more about asset management here

Once done, simply click on Save & Close / Save to confirm your changes.

This is a short intro to Asset service tests, click here to learn more about asset service testing

Click on Assets in the navigation menu > then select Assets > then select the Test Templates tab.

Click on the Add test button on the right-top

Name your service test and click Next. Set up the details for your Test template, and in case you wish to Add Asset Standard / Set the Test Number (leave blank to auto-generate) / Description (to help identify better) / Choose to link it to specific Asset / Job types / set the mandatory field / and so on.

Now to finally put your Test template into work > Scroll down and find the option to + Add Question

A new pop-up will appear and you can build your test question here. Start with setting up the name. Eg: Last service date

Now in the Field type*, you can choose the type of answer box you wish to provide. There are multiple options to choose from so that you can build your list of questions accordingly. We provide various options ensuring any kind of question can be set up smoothly.

Since we selected 'Last service date' as an example, let's choose Date field for this.

Now you may choose to set these checkboxes to showcase the value / make it a mandatory field. Once set, click on Save to confirm the changes.

Note: In case you wish to build a condition (yes/no) checklist > Select Grid in the Field type* to create a condition checklist. Example below:

Once you select Grid as an option > a new pop-up window will appear with the below options:

You can choose to set the description, tick the boxes as needed to give your techs more options, and then finally set up rows & columns by naming them or clicking on + New Row to add a new row / + on the right side to add a new column.

While adding a new column, you'll see the following screen:

You can choose the Field type* on your new column.

Once set up, it will look like this:

Click on confirm to save the changes.

Now you can ensure that all your assets have a proper maintenance plan in place and you can keep a track of all the information seamlessly. In case you need any help setting this up, do reach to our support team.