ServiceLedger White Papers

Equipment Service and Preventative Maintenance Scheduling
Software Made Easy

ServiceLedger provides extensive equipment service and preventative maintenance scheduling software to help you track your customer equipment inventory, track the service and invoice history on each piece of equipment, and manage your preventative maintenance schedules and meter usage billing on each piece of equipment.

Click here to watch the online demo to see how easy it is to manage equipment using ServiceLedger.

Key Capabilities:

Track multiple equipment records per customer.
Track all details on equipment records including equipment id (or tag number), serial number, price, cost, warranty expiration, manufacturer, model and type and more.
Track miscellaneous notes on equipment records.
Easily transfer equipment from one location to another or one client to another.
Search for equipment records by any field including equipment number, serial number, customer name or number, etc.
Quickly create work orders directly from the equipment record and attach equipment record to work order automatically.
Use the PM Scheduler to schedule all preventative maintenance due in a particular period.
Track PM's by a single PM per equipment or multiple PM's per equipment for different types of services on the same piece of equipment.
Track meter usage and bill for usage.
Track all service history on equipment from the equipment record.
Track all invoice history on equipment from the equipment record.
Track all components of equipment and track changes to components from equipment record.
Track problem and resolution codes on work orders when servicing or maintaining equipment.

Below you will find information on our most common functions of the equipment service and preventative maintenance scheduler with sample screenshots. If you have any other questions regarding our service dispatching software, please do not hesitate to call us at 940.497.2834 or email us at sales@serviceledger.com.

Equipment Record

The equipment record provides you with an instant snapshot into the entire history of the equipment record including any history from prior locations and/or customers. You can track all equipment details, service history, invoice history and components and setup preventative maintenance scheduling and meter usage tracking. You can track equipment by location, sub-location and even track information like condition of equipment.

Equipment List

The equipment list allows you to easily search for equipment records based upon customer id or name, equipment id or serial number or any other field you want to search by.

Equipment Service Notes

On each work order you can attach one or multiple equipment records and create separate service notes for each equipment record serviced. A technician can view all important details about the equipment including date of last service, installation date, warranty expiration, prior service history and more. Anything recorded on the Equipment Service Note including problem codes, resolution codes and invoice charges is copied to the equipment history for historical tracking purposes.

Equipment Problem Codes and Invoice Charges

You can track your equipment problem and resolution codes to build a database of problems and resolutions for quick and easy resolution later. All problem codes are attached to the equipment service note and stored in the equipment service history for easy access at a later date. Invoice charges allows you to track all invoice charges for that particular equipment record including parts installed, labor, meter usage, etc. so that you can track the overall invoice history for each equipment record.

Equipment Preventative Scheduling

ServiceLedger allows you to track a single PM Schedule for each piece of equipment or have multiple PM Schedules for the same piece of equipment allowing flexibility for scheduling different kinds of preventative maintenance for different types of services you need to perform on each piece of equipment.

Equipment Preventative Maintenance Scheduler

The Equipment PM Scheduler allows you to view all equipment records due for preventative maintenance in a given time period and allows you to quickly create the work orders for each equipment record from one screen. You can pre-assign equipment to a specific resource or schedule the equipment PM to a resource at a later date.