Asset health · free

The maintenance checklist.
Because a missed service is a margin event.

Every asset you have deployed is a Unit in the ledger, and every service visit is a cost written against it. Which means asset health is not a separate discipline from margin — it is the same number, observed earlier. This is the checklist we run, and the one Plan & Flow automates once it is reading your data.

01 · Why this is a margin document

A service visit is an Event on a Unit.

Deferred maintenance does not show up as a maintenance problem. It shows up as an unplanned truck roll, a warranty claim, a customer who does not renew, and a unit whose real payback is eighteen months longer than the model said. By the time it is visible in the P&L it is nine months old.

ONE SKIPPED VISIT, TRACKED FORWARD Service skipped saved $180 in labour MONTH 0 Emergency call-out $1,240 · run cost MONTH 4 Warranty claim $2,900 · direct cost MONTH 7 Did not renew $34,000 of remaining LTV MONTH 14 ALL FOUR LAND ON THE SAME UNIT saved+180 cost, months 4–7−4,140 lifetime value lost−34,000 A $180 saving that cost $38,140 — and no line item anywhere in the business ever said “maintenance”.
Illustrative arithmetic on a real failure shape. The point is the attribution, not the figures.
02 · The checklist

Nine checks. Run them quarterly.

Print it, or work it in the product once Plan & Flow is reading your stock and service history. Each one maps to something the ledger can eventually watch for you — the right-hand column says which module.

CheckOwned by
Every deployed asset has a service interval on recordNot a spreadsheet of install dates — an interval, per SKU, that something can count against.Plan & Flow
You know which assets are past interval todayCount them. If the number surprises you, that is the finding.Plan & Flow
Service visits are costed, not just loggedLabour, travel and parts against the unit. A visit with no cost attached is invisible to margin.Plan & Flow
Emergency call-outs are separated from planned visitsThe ratio is the leading indicator. Rising unplanned share means the interval is wrong or being skipped.Plan & Flow
Warranty exposure is quantified per SKU, not per contractOne bad SKU across sixty installs is a different problem from one bad install.Contracts & Renewals
Maintenance revenue is billed against the entitlementIf the MSA entitles you to a service fee and nobody invoices it, that is the cheapest money in the business.Contracts & Renewals
Assets approaching end of life are flagged before renewal, not afterA renewal signed on an asset with six months left is a margin problem you have just committed to.Contracts & Renewals
Parts for the next quarter’s planned visits are coveredCommitted against available, on the date the visit actually happens.Plan & Flow
Service cost per unit is trending down, or you know why notRising cost per unit on a maturing fleet is normal. Rising faster than the fleet ages is not.Cash Ops
Nothing here needs our software. Nine checks against your own records will tell you most of what a paid module would, and if the answers are all comfortable then Plan & Flow is not urgent for you. We would rather you found that out from a checklist than from an invoice.
03 · What automates

The checklist is the manual version. The module is the standing one.

CheckManual cadenceOnce wired
Past intervalquarterly countcontinuous, with the list
Unplanned vs planned ratioquarterlytrended, alerted on inflection
Parts cover for planned visitsguessedcommitted-vs-available on the visit date
Unbilled maintenance entitlementrarely checked at allreconciled every cycle
Service cost per unitnot tracked per unitan Event on the unit ledger
Honest about the last row. Service cost per unit only becomes real once Plan & Flow is writing cost Events against units. Until that is live the ledger shows revenue with no cost beside it, and we render that as “not known” rather than as a flattering margin.

Start with the number. Not a demo.

A free Margin Scan reads what you already have and returns a figure. Maintenance leakage is one of the three places it usually comes from.