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What daily maintenance is

Daily Maintenance records the small, frequent jobs your crews do on every machine, such as greasing, filter cleaning and washing, and shows which machines are falling behind.

Included in: Growth, BusinessUpdated

Some maintenance happens too often for a preventive maintenance service and is too small for a work order: greasing, air filter cleaning, washing, a battery check. Daily Maintenance is where those jobs are recorded, machine by machine and day by day, so you can see at a glance which machines are on time and which have been missed.

Before you start

  • You need Routine Maintenance: View to open the page, Routine Maintenance: Edit to record work, and Routine Maintenance: Manage to change the job list and the maintenance teams. Administrators have all three.
  • Daily Maintenance is included in the Growth and Business plans.
  • Machines must be on the Equipment Register. See Add equipment.

Where to find it

In the sidebar, open Maintenance > Daily Maintenance. The page has these tabs:

TabWhat it is for
DashboardHow the work is keeping pace: jobs done per day against jobs needed per day, machines by state, where the backlog is, and work by team.
StatusOne row per machine and a column per job, showing when each job was last done and whether it is due.
HistoryEvery job recorded in a period, with whether it was on time.
RecordThe daily entry sheet: tick what was done on each machine and save once.
RoutesWhere each team's service vehicle went. Shown only when your company has Live Map and GPS tracking.

The Settings button at the top right opens two setup pages: Jobs (your list of daily jobs) and Maintenance teams (your crews).

The Daily Maintenance page on the Dashboard tab, with the pace of each job and the jobs done per day

How the pieces fit together

Jobs list  →  Record the work  →  Status and Dashboard  →  History
(once)        (every day)          (what is due)            (what was done)
  1. You list the jobs your crews do, and how often each should be done. See Set up your job list.
  2. Each day, someone ticks the jobs done on each machine. See Record a day's work.
  3. Solmex works out, for every machine and every job, whether it is on time, due soon or overdue. See See what is due.
  4. The Dashboard and History tabs show the trend. See The Daily Maintenance dashboard and Daily Maintenance history.

The states

Every pair of one machine and one job is in one of four states:

StateMeaning
On timeDone recently enough, or the job has no interval.
Due soonWithin the last two days of its interval.
OverdueMore days have passed since it was last done than the job's interval allows.
Never recordedNobody has recorded this job on this machine yet.
The Status tab: each machine's state, and a column per job showing when it was last done

Daily maintenance or preventive maintenance?

Use Daily Maintenance forUse Preventive Maintenance for
Small jobs repeated every few days or weeksManufacturer services at fixed hours, kilometres or months
A calendar interval in daysMeter based schedules, task lists and parts
A tick on a sheetA full service record with checklist and parts

Daily jobs are scheduled by days only. If a job needs to follow the hour meter, such as every 250 hours, it belongs in a preventive maintenance template instead. See How preventive maintenance works.

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