PM Guidelines

Things to remember before scheduling a PM

Check Days and Hours: Review the report and select the units that have exceeded their intervals. This step helps prioritize which units need attention.
Confirm Previous PMs: Before scheduling a PM, verify that your service department hasn’t already completed maintenance on any of the listed units. If they have, it might affect the need for the scheduled PM.
Schedule PM Service: If you haven’t performed a PM for the selected units, reach out to the client promptly to schedule the service. Timely maintenance is essential for equipment longevity.
Remove Units from PM Schedule: Once the PM invoice is received by your office, remove the corresponding unit from the PM due schedule. Keeping records up-to-date ensures accurate planning.
Oil and Filter Changes: Follow the manufacturer’s recommendations for oil and filter changes on internal combustion engine units. Not every scheduled PM visit requires these changes.
Verify Last PM Dates: The last PM dates and hour meter readings on the report are based on the most recent invoices from the PM service. Double-check that no PMs were performed after the report date. If there were, contact LTM Services before proceeding with the next PM.

Additional Notes:

Travel Restrictions: No travel is permitted during PMs.
Billing Restrictions: Avoid billing miscellaneous charges, freight, CSS, or surcharges on PMs.
PM Check Sheet: Attach the PM check sheet to PM invoices.
Hydraulic Services Approval: Get approval from LTM before scheduling hydraulic services.
PM Pricing: Include all supply costs in PM pricing (except oil and filter for IC oil changes).
Separate Work Orders: Any work found during a PM should be handled under a separate work order and invoice.
Scheduled Services: Services like 1000, 2000 hours, gearbox, and transmission must be pre-approved by LTM.

Feel free to reach out if you have any further questions or need assistance!