What is a Service Plan?
A Service Plan is a proactive maintenance schedule designed to keep tools in proper working condition. These plans typically include recurring service events throughout the lifecycle of a tool.
Service Plans can be created at either:
The Individual Item level — for one specific tool
The Model Record level — to apply the same plan across multiple tools. This saves time and minimizes manual data entry.
Create a Service Plan for an Individual Tool
Expand the Inventory section.
Select Item Browser.
Choose a Tool Category.
Click the Item Number hyperlink for the tool you want.
Select the Service tab.
Expand the Service Plans panel.
From the Actions menu, select Add.
You’ll now see the Service Plan Event Detail window with these configuration tabs:
Work Order Details – Define service type, schedule, and frequency
Tasks – List service tasks
Instructions – Step-by-step guidance for technicians
Required Tools – Any tools needed to complete the service
Parts – Consumables or replacement parts
Charges – Any billable services or costs
Create a Service Plan for a Tool Model Record
Expand the Inventory section.
Select Catalog.
Confirm the Tracked Products Only toggle is ON (blue).
Use the Search field, Category filters, or the Magnifying glass icon to find the Tool Catalog Card.
Click the Image or Image Icon of the catalog card to open the Item Record.
Expand the Service panel.
Expand the Service Plans panel.
From the Action menu (bottom-left), select Add.
You’ll now see the same Service Plan Event Detail window with configuration tabs identical to those above.