Shepherd CMMS maintenance management features: A closer look

Published on January 30, 2021

Streamline service practices, build a customer equipment history, accurately bill and track parts used by techs, and predict future service: all of this is possible with the maintenance management features of Shepherd CMMS. You also have an overview of all your maintenance activities in real time, and your data is stored for valuable profit and loss analysis. 

Power is profitability. Imagine a world where you don’t need to interrupt your technicians’ day to find out what has been done and what hasn’t, and what parts were used. A maintenance utopia, where a service order is created automatically as soon as your technician is on site. Where they can track equipment usage readings and anticipate future maintenance needs.

By the time your people leave the customer, the next service visit is already scheduled. Each time a technician is on site, they contribute to building a maintenance history in Shepherd CMMS, creating a valuable resource for you to reference. A world where your days spent trying to piece together what was done after the fact is also just that—history.

Create consistent service regimens and build client histories

With Shepherd’s maintenance management features, you can customize the prompts a tech sees on their app based on which customer and which individual piece of equipment they are servicing. Shepherd will take information on each piece of equipment that a customer has – model, components… subcomponents. Based on this information, your service manager can build a service regimen that each tech not only performs on site but signs off on – and the customer signs off on it too. The records are stored and help to predict future maintenance visits and prevent equipment failure— your customer can’t afford to have downtime and you can’t afford to always be dealing with emergency site visits.

Track and bill inventory accurately and automatically

With Shepherd’s Maintenance Management Interface, a technician cannot just take a part from your warehouse inventory. The technician must first check it out of the warehouse inventory and transfer it into their own “Checked-Out-Parts” list. Their truck becomes a mobile warehouse: data you can access. All parts are accounted for in their mobile warehouse. When they use a part on site, they check it out of their inventory. You will automatically see a bill created for that part. Imagine how many of your parts have been used unaccounted for. That could have been a loss but now, it’s a profit. 

Predict future maintenance needs

During setup, Shepherd will note how long any one piece of equipment can run before service and new parts are needed. Each time a technician visits a customer, they take note of when they performed which services and how long the equipment has been running. The usage metrics help forecast future service. Data in this feature automatically schedules future service or automatically reminds you when service is due— your choice!

More data means more profit

Now what? You have collected all this data – how can it give you power? Shepherd produces Financial Service Reports that analyze your service project profitability. Which techs are your highest performing? Which techs need guidance in order to use their time more effectively?

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