If you run your own fleet of van's or trucks 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.

Step 1: Create the type of assets you are going to maintain. In the left-side menu bar > Click on Assets > Assets

Then click on Asset types section.

You will land on the following screen as shown below. You may add a new category by clicking (Add) button next to the Category title section/or click on the existing category to Add/Edit.
​

You may choose to add a Level 1 Asset Type under your category by click on the downward arrow > Selecting Add asset type
​

Fill in the required details and choose to Save or Save and add another if needed.

Once added, it will show up like this:

Now you may follow similar steps to add Level 2 & Level 3 Asset types if needed.

Step 2: Create a Site Customer in your company name (if you don't already have one)

Then enter the site details.

Once saved, scroll down to the Assets tab.

Then add a new asset, by clicking on the Add Asset for this Customer option.

Fill in the asset details. In case it is an existing asset, you can select from the exisiting list of assets and include it in your Site.
​

​

If you want to hide some of the information on this screen (above) it is possible, as well as create custom fields applicable to your asset, Van number instead of serial number, Make, Model of the Van etc here is how (create custom fields on assets)
​
For a quick reference: To add a custom field > Under settings > go to Assets & Tests > Assets > Custom Fields > + Add asset field

If you want to assign a QR Code to the Van you can print it off, laminate and add to the service book, that way in the future you can scan the code and up will come the van's details. Simply click on Generate QR code and the following will appear:

Once set up, it will show in your list of Assets under that site.

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

Click on Assets in the left navigation and select Assets

Then click on Test Templates tab

Click on the + Add test button

Name your service test and click next.

Click Next

Add this test to the asset type - eg: Van

Scroll to the bottom and Click + Add Question to start building your test checklist

Set the name and Select the Field Type you want for the question.

To add more questions, repeat the process with the other questions for this inspection.

Now while building the template, note the following:

The frequency is not necessary unless you are looking to set up a Preventive maintenance plan on this asset, or you can also set the Runtime Maintenance and it will remind you when the limit has reached. In this eg: We have set up the unit of measurement as metres but it can be kilometres or miles if needed.

The Grid is a great way to create a condition checklist.

Create your own checklist and add your own options as required by following these steps as given in screenshot.

Now you may add option groups in your dropdown.

You can also colour code these options, as well as click on the checkbox "Raise defect" to automatically lead the tech to the defect creation page. Once added - all the options will look like this.

Once you have added in all your questions for this inspection click Save or Preview once before saving to ensure all looks good.

The Test will be sitting in your asset tests list and can be edited at any time