TaskRox Help & User Manual

TaskRox separates three related ideas:

• Plant Library — the public reference catalogue of plant manufacturers and models (specifications, categories, images). It describes *kinds* of equipment, not your machines.
• Fleet — your organisation's owned, hired, and leased equipment, with maintenance state, compliance, and service history. Open it from the sidebar Company → Fleet.
• Asset Management (Organisation settings) — the master asset register behind Fleet: QR identity, supplier and commercial details, documents, and event history.

For *where an asset is deployed and who has custody on a project*, use the project Resources module. For *live location, geofences and movement alerts*, see the Asset Tracking topic.

Company → Fleet lands on the maintenance dashboard. It summarises the fleet's maintenance position: open and in-progress work orders, active fault reports, service plans due, and recent activity — so a fleet coordinator can see what needs attention without opening each register.

From the dashboard you can drill into Plans, Work Orders, Faults, Parts, Downtime, Analytics, and Vendors.

Service plans define recurring preventive maintenance for an asset — what service is due, on what interval (date- or meter-based), and what work it generates.

Plan statuses: Active, Suspended, Completed. Active plans generate scheduled work orders as their interval falls due, so routine servicing does not depend on someone remembering.

A work order is the unit of maintenance work against a fleet asset.

Work orders carry labour entries, parts used, external services, and cost summaries. Completing a work order that was raised from a fault report resolves the linked fault automatically.

Fault reports capture defects and breakdowns from the field — manually, or from operator pre-starts and inspections.

Each fault records a type (mechanical, electrical, hydraulic, structural, safety, other), a severity (Low / Medium / High / Critical), and a status: Reported → Acknowledged → In progress → Resolved → Closed, with Deferred available for items consciously parked.

Raise a work order from a fault to schedule the repair; the fault tracks through to resolution with the work order.

Parts — a parts inventory register with stock levels, so consumables and spares used on work orders draw from a tracked inventory.

Downtime — record downtime events per asset (when, how long, why). Downtime feeds the reliability analytics.

Meter readings — record engine hours / odometer readings; meter-based service plans use them to determine when the next service falls due.

Analytics — reliability and cost views across the fleet: downtime trends, maintenance cost summaries, and per-asset history, so decisions about repair-vs-replace are backed by data.

Vendors — external service providers and suppliers used in maintenance, with their work history.

Compliance — fleet compliance requirements (registrations, inspections, certifications) tracked per asset so expiries surface before they become a site access problem.

The Plant Library is the public catalogue of plant categories, manufacturers, and models. Browse it to reference specifications without creating anything.

From a library model you can:

• Add to fleet — create a fleet asset of that model in your organisation's register.
• Use in project — put the plant to work on a project's plant register.

Your fleet register then carries your unit-specific details (plant number, rego, condition, compliance, service state) on top of the library model's specifications.