Planned / preventive maintenance in the Service ERP.
Stay on top of equipment maintenance with scheduled servicing, usage-based maintenance triggers and planned updates. Keep maintenance schedules, replacement parts and service history connected to your customers’ equipment, helping your team plan ahead, reduce unexpected breakdowns and keep devices running reliably.
Why this domain exists
Regular maintenance is essential for keeping equipment performing as expected and reducing the risk of unexpected failures. Your service team needs to know when each device is due for maintenance, which parts are required and whether the work is covered by the customer’s service agreement.
When planned maintenance is managed separately from equipment records and service operations, important information can be missed. Technicians might arrive without the correct maintenance kits, scheduled visits could overlap with other service jobs, or equipment might not receive attention when it’s needed.
Nucleus connects planned maintenance to individual devices, meter readings, inventory and customer contracts. Your team can plan maintenance activities based on equipment usage or scheduled intervals, with the relevant information available when arranging a visit.
It also keeps maintenance activity connected to the equipment’s service history, helping technicians understand what work has already been completed and what may need attention next.
Important functionality
MS12 brings together the information needed to plan and manage preventive maintenance, helping your team schedule servicing, prepare the correct parts and maintain accurate equipment records.
- SchedulesCreate and manage maintenance schedules for individual devices, helping your team keep track of when equipment is due for servicing.
- CountersUse equipment usage information, such as meter readings or operating hours, to identify when maintenance or component replacement is required.
- PM kitsManage the parts and maintenance kits needed for planned service visits, helping ensure technicians have the correct items available.
- Firmware campaignsCoordinate planned firmware updates across relevant equipment, helping your team manage updates and keep track of the devices involved.
A week in the life of planned work
Equipment usage reaches a maintenance threshold, indicating that servicing is due. Your team can identify the device, its location and the relevant contract coverage.
The parts required for the service visit are identified and reserved, helping ensure the technician has what they need before attending the job.
The maintenance job is scheduled alongside other service activities, with the technician working from the relevant equipment and customer information.
If the customer reports a problem the following day, your helpdesk and service team can review the recently completed maintenance work as part of the equipment’s service history.
What has to be true on the same record
Your equipment serial numbers, meter readings, maintenance schedules, replacement parts and customer contracts all need to be connected.
With Nucleus, planned maintenance stays linked to the equipment and service agreements it belongs to, helping your teams prepare for upcoming work, coordinate technician visits and maintain a clear record of servicing.
Works with
Use equipment meter readings and usage information to identify when devices are approaching their maintenance thresholds.
Connect planned maintenance requirements to available stock, helping your team reserve the correct parts and maintenance kits.
Schedule preventive maintenance visits alongside other service jobs, keeping technician assignments and job information connected.
Check customer service agreements to understand which maintenance activities are included in their contract coverage.
From the business
"We are extremely pleased with the exceptional service provided by CO3 for the past 13 years. The team demonstrated an unparalleled commitment to excellence, delivering spot-on development that meets our current needs and stays ahead of industry trends. Their dedication to understanding our business requirements ensures a future-proof solution, fostering a strong foundation for a lasting partnership."
Jannie Lister, Director — Octopi Smart Solutions
Frequently asked questions
How does Nucleus schedule preventive maintenance?
You set maintenance schedules for individual devices, and Nucleus can also trigger maintenance from usage information such as meter readings or operating hours.
Does Nucleus manage maintenance kits?
Yes. PM kits record the parts needed for planned service visits, helping make sure technicians have the correct items with them.
Can Nucleus manage firmware updates?
Yes. Firmware campaigns coordinate planned updates across the relevant equipment and track which devices have been updated.