Role catalogs

Equipment Manager workflow catalog

a construction professional who manages a company’s fleet of machines, the repair shop, rentals and the cost of equipment on each job

26
workflows in this catalog
1
industryConstruction 26
1
area of workLargest: Equipment, Fleet & Yard (26)
22k
hrs/yr across these workflowsPlanning estimates from the Process Atlas
Area

26 workflows

Equipment Manager · 1 area · about 22k hrs/yr

Construction (26 workflows)

Equipment, Fleet & Yard (26)

about 21,888 hrs/yr

  1. Rental invoice validation (Daily, about 2,250 hrs/yr) Rental invoices are checked against rental contracts for rates, on-rent and off-rent dates, damage waiver, fuel, and delivery charges before AP approves payment.
  2. Maintenance work order (Daily, about 2,250 hrs/yr) Maintenance work orders record the unit, problem, labor, parts, and completion, for both planned service and repairs, in the CMMS or ERP equipment module.
  3. Equipment assignment to job (Daily / Weekly, about 806 hrs/yr) Equipment dispatch assigns units to jobs from superintendent requests, availability, and location, and each assignment starts the job's internal equipment charges in the ERP.
  4. Equipment transfer (Daily / Weekly, about 806 hrs/yr) Units moving between jobs or back to the yard are recorded with date, meter reading, and haul ticket, closing charges on one job and starting them on the next.
  5. Daily equipment usage capture (Daily / Weekly, about 806 hrs/yr) Fleet staff collect daily hours for every unit from telematics feeds and foreman equipment logs, reconciling the two so internal charges and maintenance intervals rest on real usage.
  6. Equipment meter reading (Daily / Weekly, about 806 hrs/yr) Hour meters and odometers are read from telematics or by operators on a set cycle, and the readings drive preventive maintenance intervals, usage-based charges, and lease or warranty hour limits for every unit.
  7. Fuel transaction import (Daily / Weekly, about 806 hrs/yr) Fuel card transactions are imported from the fuel card portal each week, with gallons, cost, location, and card, and charged to units and jobs.
  8. Equipment cost allocation (Daily / Weekly, about 806 hrs/yr) Each unit's ownership and operating costs, including depreciation, insurance, fuel, parts, and shop labor, are posted to the unit in the equipment ledger so internal rates reflect actual cost.
  9. Owned-vs-rented analysis (Daily / Weekly, about 806 hrs/yr) For each equipment category, the equipment manager compares the cost of owning with renting, using utilization, operating cost, and rental rates, to guide buy and rent decisions.
  10. Rental equipment request (Daily / Weekly, about 806 hrs/yr) Superintendents request rental equipment, and equipment or purchasing staff place the rental with a vendor at agreed rates and delivery date, recording the rental contract against the job.
  11. Rental equipment off-rent (Daily / Weekly, about 806 hrs/yr) When a rental is no longer needed, the superintendent calls it off rent with the vendor, and the off-rent number and date become the proof that stops further charges.
  12. Preventive maintenance scheduling (Daily / Weekly, about 806 hrs/yr) Preventive maintenance is scheduled in the CMMS or ERP by hours, miles, or calendar interval from the manufacturer's schedule, with work orders created before service comes due.
  13. Breakdown repair (Daily / Weekly, about 806 hrs/yr) When a unit breaks down in the field, it is marked down, a repair order is opened, and the job may need a replacement unit or rental.
  14. Shop labor entry (Daily / Weekly, about 806 hrs/yr) Mechanics record their hours against work orders and unit numbers from shop time sheets or the CMMS, building each unit's repair cost history and the shop's productivity numbers.
  15. Parts issue (Daily / Weekly, about 806 hrs/yr) Parts issued from shop inventory are charged to work orders and unit numbers, reducing stock on hand and adding to the unit's repair cost history.
  16. Parts inventory replenishment (Daily / Weekly, about 806 hrs/yr) When shop stock of filters, belts, hydraulic hose, and wear parts falls below reorder points, the parts clerk raises purchase orders to approved suppliers and records expected delivery.
  17. Equipment inspection (Daily / Weekly, about 806 hrs/yr) The shop performs scheduled inspections on cranes, aerial lifts, and trucks, including annual crane inspections and manufacturer-required checks, and files the signed results in each unit's record.
  18. DOT inspection tracking (Daily / Weekly, about 806 hrs/yr) Commercial motor vehicles under FMCSA rules need an annual periodic inspection, and the fleet keeps each unit's inspection report and date in its maintenance file.
  19. Registration/license renewal (Daily / Weekly, about 806 hrs/yr) Vehicle registrations, plates, oversize permits, and IFTA fuel tax licenses are renewed through state portals before expiration to keep trucks and trailers legal on the road.
  20. Asset disposal (Daily / Weekly, about 806 hrs/yr) Units retired from the fleet are sold at auction, traded, or scrapped; the asset leaves the register, the title is transferred, and the gain or loss is recorded.
  21. Fuel card reconciliation (Daily / Weekly, about 546 hrs/yr) Fuel card charges are reconciled against units, telematics fuel use, and tank capacity each cycle to catch misuse, fraud, and cards assigned to the wrong unit.
  22. Telematics exception review (Daily / Weekly, about 546 hrs/yr) The telematics portal flags exceptions such as engine fault codes, speeding, after-hours use, and geofence breaks, which fleet staff review daily and act on.
  23. Idle-time review (Daily / Weekly, about 546 hrs/yr) Idle time from telematics is reviewed to cut fuel waste and engine wear, and units and operators with high idle percentages are reported to their superintendents.
  24. Equipment utilization review (Daily / Weekly, about 546 hrs/yr) Utilization by unit and category, from telematics and usage records, shows which equipment is underused and can be moved to another job, rented out, or sold.
  25. Equipment profitability review (Daily / Weekly, about 546 hrs/yr) Each unit's internal revenue from job charges is compared with its ownership and operating cost from the equipment ledger, identifying units that lose money for the fleet.
  26. Equipment master setup (Per event / project, about 150 hrs/yr) When a unit is bought or leased, the equipment manager creates its master record: unit number, make, model, serial or VIN, category, meter type, internal rate, cost center, and maintenance schedule.

No prompts. No babysitting. No Integrations.

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