Create a Service
Overview
Gearbox prompts for services due based on kilometers/miles, hours, days, or any combination of these metrics. Checklists, intervals, and alerts are configured within Service Groups, to which vehicles are then added.
Creating a Service
1. From the Main Dashboard click on Services (1)
2. Click Add New (2)
3. Enter in the Enter the required service information (3-7)
4. After entering the required service information, click Save and Continue (8) to proceed. This action will create a service, enabling you to print a Jobcard or complete it electronically on-screen (eJobcard)
5. In a service, you can add Service Notes (9). By clicking on the work orders (11), you will be able to add and link work orders to the service. Additionally, Wheels & Tyres (10) is our tyre graph, which simplifies selecting wheels that have undergone work
6. Gearbox allows you to add parts to your services, providing a convenient method for tracking the parts used on vehicles during servicing. Simply click Add Part (12), select the desired part, and once added, it will appear in the table below (13)
7. Reference Labour Rates
8. After completing the service, enter the date (15) and kilometres/miles (16), then mark it as Completed (17). Finally, click Save and Close (18) to save the changes made to the service
Service Due KM/Miles
1. From the admin dashboard, click on Services (1)
2. Click on Due by Kms (2) to view the screen indicating the proximity of vehicles to their next service. Then, select one of the intervals (3-5) to initiate the completion of a service
3. This action will create a new service with the mandatory fields already entered (6). Simply click Save and Continue (7)
4. This will then Create a Service. Follow steps (9-18) from Creating a Service
Related Articles
Adding Vehicle Service Part(s)
Overview Gearbox enables you to add service parts to an asset, ensuring that when a specific service type is selected, these parts are automatically included in the service job card. Please follow the steps below to learn how to add parts to an ...Parts Usage on Service, Repairs and Tyres
Overview Gearbox allows Parts to be recorded against Services, Repair and Tyre Work Orders. Adding Parts to a Workorder 1. Parts may be added to a Workorder by clicking the add button under Parts (1) Adding Parts to a Workorder - Service Work Order ...Inspections
Overview Gearbox inspections are designed for time-based activities that involve work orders (job cards) and labor. These inspections can be scheduled separately from regular service intervals, allowing for annual roadworthy checks and other periodic ...Adding a Purchase Order from a Service, Repair and Tyre
Overview You can create Purchase Orders directly from Service, Repair, or Tyre records. These Purchase Orders will be generated based on the details of the respective Service, Repair, or Tyre, including any Parts added to the associated Workorder. If ...Service Groups, Settings and Checklists
Overview Service Groups (or templates) are used to define an assets service intervals, services tolerances and jobcard checklist items. Gearbox will allow as many different service groups as you need. These may vary between "prime movers" or "plant" ...