📘 Screen: Maintenance plans
It is the recipe for preventive maintenance: "250-hour service", "Engine oil change", "Combine service before the season". Each plan brings together the items that need to be checked or replaced — air filter, engine oil, belt, brake clearance — and, when it makes sense, the product and quantity each item uses.
The plan is written once and used on as many similar machines as there are. What says how often (or every how many hours) it repeats on each fleet unit is the Fleet x Maintenance Plans screen.
📍 Location in the system
Menu: Fleet > Maintenance plans
🧩 Main function
Register the preventive maintenance plans and the list of items for each one, with the product and quantity that will be consumed when it is carried out.
📝 Main fields
| Field | Description |
|---|---|
| Code | The plan's identifier. |
| Name/Description | Required. The plan name — "500 h service", "Season prep – combine". |
| Active | Uncheck it to retire the plan without losing the history of orders that already used it. |
| Notes | Context for the plan: which machine line it was designed for, what the manufacturer's manual recommends. |
🗂 Details (items to check)
The Details (items to check) tab holds the core of the plan — the screen itself explains: "here you specify the details of this plan, the items that must be checked, for example: check filter, change oil, etc.".
| Field | Description |
|---|---|
| Description | What needs to be done: "Change engine oil", "Check brake clearance". |
| Order | The sequence in which the items appear — so the mechanic can work from top to bottom. |
| Product & Service | The inventory item consumed, coming from Product & Service: the oil, the filter, the belt. |
| Qty | How much of the product the job uses — 12 liters of oil, 1 filter. |
| Active | Lets you deactivate an item without deleting it from the plan. |
| Notes | Item detail: torque, specification, precautions. |
Entering the product and quantity is what lets the maintenance work order generated from the plan already know what will come out of inventory.
- Preventive maintenance no longer depends on the mechanic's memory
- Every service goes out with the same list of items, in the same order
- Oil, filter and parts usage is predictable
- The plan serves several identical machines, written only once
Planning preventive work is what upCampo's farm fleet and maintenance management does from end to end — the website page explains the module before you set it up screen by screen.
❓ Frequently asked questions
Where do I say the service is every 250 hours?
Not here. The plan holds the what (the items to check); the interval is set per
machine in Fleet > Fleet x Maintenance Plans, or in the Maintenance plan tab of the
fleet record, in the Recurrence and Last occurrence fields — the reading at the last execution.
Do I need a plan for each tractor?
No. A "250 h service" plan covers every tractor that follows that service; the link to each machine is made separately. Create different plans only when the item list is truly different.
How do I make the oil come out of inventory when the service is done?
Enter the product and quantity on each plan item. That way, when the maintenance work order is generated from it, the products are already listed for the write-off, without anyone having to remember to type them.
Can I change the order of the items later?
Yes: each item's Order field sets the display sequence. Change the number and save — the list rearranges itself.