Is it also worth registering units sold by other suppliers in the history of the equipment?

If the company serves them and has reasonable information, such a connection can be useful. It is necessary to separate your sale from equipment data provided by the customer and an unconfirmed previous history.

How to use working hours if they are transmitted irregularly?

At the same time, the date and source of the measurement are stored. The outdated reading must be visible to the planner; it cannot quietly set an exact term for the next service. The need for the update is passed on to the customer's responsible person.

When does the equipment history help sell more service?

When it is known what equipment the customer uses and what maintenance is provided for it. A sales or service worker can offer the necessary verification and parts in time. The proposal must be based on the use of the equipment and the customer's need, not just a list of contacts.

How do you ensure that the equipment history remains reliable after repair or upgrading?

Equipment changes must be recorded where service work is accepted and approved. Sales and service teams then see a relevant set-up and can justify parts or maintenance proposals. When installing, it is agreed who updates the information and how external contractors' data are obtained.

Industrial equipment maintenance management system

The service team finds the client's equipment set, previous work and scheduled maintenance. This helps to prepare the visit, required parts or a reasonable upgrade offer.

Models of equipment sold, serial numbers, guarantees, maintenance work and used parts are kept in separate documents or systems. The service team does not see the entire history of the equipment, making it more difficult to offer maintenance, spare parts or upgrades in time.

How the solution works

The unit sold or serviced is linked to the customer's location and approved set-up.
The need for work is determined by the circumstances of the failure, instruction or agreed maintenance plan.
The technician records the actions performed and the parts used to a specific device.
After the employee confirms the work done, the equipment history is updated and another action is planned. Unsolved technical issues remain visible.

Key challenges

Customer equipment data not linked to service history

Solution capabilities

Client Equipment Card

Each unit of equipment sold is linked to a customer, location, model and serial number.

Warrant History

The beginning of the guarantee, the term, the terms and the warranty works performed are kept in the history of a specific unit.

Technical service work

The work order, fault, technician, actions performed and the parts used are associated with a specific device.

Surveillance plan

Periodic maintenance is calculated based on the type of equipment, contract or actual history of work.

Re-sale signals

Property history is used to identify spare parts, maintenance, or upgrade capabilities.

Business context

Customer equipment data not linked to service history: Models of equipment sold, serial numbers, guarantees, maintenance work and used parts are kept in separate documents or systems. The service team does not see the entire history of the equipment, making it more difficult to offer maintenance, spare parts or upgrades in time.
The maintenance offer is based on customer equipment: Knowing the specific set-up and works performed, the supplier can discuss relevant maintenance or modernization. The customer is more easily understood by linking such a proposal to the equipment used by him. The possibility of sale arises from the real need for service and pre-compatible works.

Core features

Client Equipment Card
Warrant History
Technical service work
Surveillance plan
Re-sale signals

Key integrations

Enterprise resource planning system (ERP): Sales, customer, spare parts and finance.
Customer relationship management system (CRM): Customer contacts, contracts and sales opportunities.
Service system: Work orders, technicians and work history.
Product information management system (PIM): Equipment models and compatible parts.
Customer portal: Property and Service Self-Service.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Active Device History Recovery Time

16–42%Decreasing

This illustrative scenario assumes that 40-70% of information searches and repeated cross-checks can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.

Preparations for works of similar complexity are measured, separating technical diagnostics.

Part of the supervisory action without a timely confirmed result

5–25%Decreasing

This illustrative scenario assumes that 20-50% of missed actions can be identified through task and deadline tracking. That share is assumed to fall by 25-50%. Company data is needed to verify both the addressable share and the resulting change.

The number of actions that are overdue is divided by all actions that have fallen due during the period being assessed and multiplied by 100. Missing usage information and client deferment are distinguished by reason.

Sales revenue for equipment maintenance and refurbishment

2–8%Increasing

In a sample scenario, maintenance and upgrade proposals based on equipment history are associated with 20-40% of the original indicator value. This part is predicted to grow by 10-20% without other conditions changing.

The revenue from the customer's accepted bids is compared, with a need based on the equipment history; together with an estimate of the margin for services and goods.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

Significant technical service revenue
Sold on serial number-operated equipment
Maintenance terms are followed in Excel
Difficult to find previous works and parts
Wants to grow recurring service revenue

Implementation requirements

For service planning, customer equipment set-up, location, contract scope and history of work performed are checked. When the maintenance deadlines are determined by the working hours, their source is determined, the reliability of the upgrade and the responsibility for correcting missing readings is determined.