Gear Asset Management Module

The module overview for the web side of Gear: one pass through the whole maintenance module in the web portal, from the equipment register to the scheduler, repair close-out, compliance reporting and admin configuration. Each chapter has its own feature guide in this knowledge base.

In this part

• Navigating the equipment dashboard (0:00). Search, filter and sort the register.
• Filtering and organising equipment categories (0:27). Browse by parent category and subfolder.
• Managing equipment records and QR codes (0:52). Quick links, history, projects and QR codes.
• Editing maintenance and cost details (1:41). The identification, maintenance and cost tabs.
• Tracking location and asset P&L (2:05). Region and map views; asset P&L in options.
• Scheduling maintenance jobs and tasks (2:23). Upcoming jobs and the drag-and-drop scheduler.
• Allocating jobs to mechanics (3:09). Drag jobs from the list onto a mechanic or supplier.
• Starting repairs and recording data (3:51). Start Repair, completion date and odometer.
• Managing faults and service documentation (4:40). Pass or fail the service form and record faults.
• Recording labour and parts expenses (5:19). Labour records and parts used against the service.
• Finalising repairs and job approval (6:25). Complete Repair, Mark Complete, then approval.
• Monitoring expiries and compliance reports (7:11). Expiries, upcoming services and the escalation list.
• Configuring admin settings and recurring expenses (8:52). Recurring expenses with frequency and time frame.
• Setting up revenue and baseline expenses (10:18). Baseline expense categories make revenue selectable.
• Creating new service intervals (10:58). A service with its intervals, warnings and form.
• Configuring category services and hierarchy (12:07). Attach the service to the categories that need it.

Chapters 13 to 16 are admin tasks. The PDF guide below has the screens for each step.