Keep the shop ahead of the road.

What is due, what is overdue, what is on the shelf and what the warranty owes you — against the same units dispatch is promising to customers. The shop books the bay on the dispatch board, so a service is never scheduled over a load, and a load is never sold over a service.

The shop

Cadences, gauges, bookings and the work that got done.

Written in your words — “A service every 25,000 km”, “CVIP annually” — and asked against what the gauges actually say.

CD

Set cadences your way

Every N kilometres, engine hours or days, for every tractor or for one unit that needs its own. A rule for one unit replaces the fleet rule of the same name — including when it makes the interval longer, which is the exception a shop actually writes.

DU

See what is due

Overdue first, then the units nobody can answer for because the gauge has not been read. A truck with no odometer reading since March is not fine; it is unknown, and it is at the top of the list.

RD

Record the gauge from the yard

Whoever is standing next to the truck can enter the reading. It only goes up: a lower number is refused with the last reading shown, because a gauge that went backwards is a typo, a replaced instrument or the wrong unit.

BK

Book the bay on the board

A shop visit is a claim on the unit, through the same check as a load. If dispatch already sold that truck for Thursday, the booking is refused and names the run.

DN

Record what was done, at a reading

The service, the reading it was done at, and the next due point counted from there. A service recorded without a reading counts from the nearest one, not from zero.

HS

Keep the unit’s whole history

Every service, every reading, every part fitted and every claim raised, on the unit — and on the component, which outlives the truck it was in. “What was that blower fitted to in March” has an answer.

Stores

On hand, promised and available are three numbers.

Stock by yard and by bin. A quantity promised to one job cannot be promised to another, and what is on order is reported beside what is available — never added to it.

PT

Promise parts to a job

Reserved against the shop visit that needs them. Reserving moves no count; fitting moves it once. If the visit is cancelled, the parts go back automatically.

OR

Order without pretending it is stock

Raising a purchase order changes no count. Receiving does — and six of ten arriving is a Tuesday, so partial receipt is the normal case, not an error.

XF

Move stock between yards

Twenty filters at the north terminal are zero at the main yard until somebody transfers them. A job cannot be promised a part that is four hundred kilometres away.

RO

Reorder what is actually short

Below minimum after counting what is already on its way. Ordering again for a part already coming is how a stockroom ends up with four years of a bearing.

A failed part, followed through
A rebuilt engine fails four months on
↓
The repair is recorded against the unit, at a reading, with the RO
↓
A claim is raised against the actual prior service.
The notice deadline is on the calendar the same day.
↓
Claimed → acknowledged → agreed → the credit lands → recovered
Warranty recovery

Money you are owed, tracked until it arrives.

Most warranty claims die for one of two reasons: nobody could find which repair it was, or nobody noticed the notice window had closed. Rig raises the claim against the specific service that failed, puts the deadline where you will see it, and follows the claim through dispute and partial acceptance to the credit.

What the repair cost, what you claimed, what the vendor agreed and what actually arrived stay four separate figures. Only the last one is counted as recovered — because a claim that has been accepted is not the same as money in the bank, and a dashboard that adds them together reports money you do not have.

The office

What a unit costs, and what it earns.

Fuel, tires, tolls, permits and repairs land against the unit that incurred them. Revenue is what the work actually settled at.

FL

Record fuel as fills and burns

A purchase is not a burn: five hundred litres bought on Tuesday is a tank that was empty, not a day’s consumption. A reefer’s fuel is kept apart from the truck’s, so a hard-working unit does not look broken.

CU

Cost per kilometre, with its coverage

Stated only when the window can support it, and always with how much of the fuel it actually rests on. A figure from two fills out of eleven with an odometer is not a figure; it is a guess wearing a decimal point.

MG

Margin per run, per rental

A settlement minus attributable costs. A rental with costs and no settlement recorded is unknown, not a loss — nobody has said what it earned, which is different from nothing.