Heavy equipment workshop

Which software should you use to run a heavy equipment workshop?

In brief

A workshop that services its own construction equipment does not have the same needs as a car garage. It mainly needs a mechanics' schedule, jobs linked to each machine's record, tracking of hour-based servicing and VGP inspections, and an up-to-date maintenance logbook. Customer invoicing and parts stock often come second, or sit in a separate tool.

Search for “workshop management software” and you mostly find tools for car garages: quotes, invoices, customer appointments. A construction equipment maintenance workshop has different priorities. Here is how to identify them and choose a suitable tool.

Equipment workshop or car garage: two different trades

A car garage sells repairs to customers: its software revolves around appointments, quotes, invoices and parts stock. The workshop of a construction company, a rental company or a MEWP operator mainly services its own fleet. Its goal is for machines to be available, safe and compliant, at the right time.

This difference changes everything in choosing the tool. The table below summarises each one's priorities.

NeedCar garageEquipment maintenance workshop
Who is the “customer”An individual or an outside companyUsually the company itself (sites, operations)
Tracking unitThe customer's vehicle, by mileageThe fleet machine, by engine hours
Where the work happensIn the garageAt the workshop, but also on site
Regulatory checksVehicle roadworthiness testVGP, safety checks, road-rail depending on the fleet
Software priorityQuotes, invoices, stock, appointmentsMechanics' schedule, per-machine history, deadlines

The essential features for an equipment workshop

  • A record per machine: fleet number, category, hour meter, deadlines, documents and history.
  • Job requests coming from the field, with severity and photos, to prepare the work before the machine arrives.
  • A mechanics' schedule by time slot, to spread the workload and assign each job.
  • A clear work order or report: work to be done, checkpoints, observations, signature.
  • Tracking of preventive servicing by hours and by calendar, so you are not only reacting to emergencies.
  • Tracking of VGP and other inspections, with reports filed on the machine's record.
  • A maintenance logbook per machine, up to date without re-entry, exportable for an inspection or a resale.

Organising the workshop's week

An equipment workshop juggles three types of work: urgent repairs reported from sites, scheduled hour-based servicing, and preparing machines before a VGP. Without a tool, emergencies always win, and servicing slips.

A simple method, made easy to stick to by the software:

  1. At the start of each week, list the servicing and checks due.
  2. Place them in the mechanics' schedule, keeping free slots for emergencies.
  3. Sort reported faults by severity: major faults first, minor ones grouped with a service visit.
  4. Have each job closed with a report the same day.
  5. At the end of the week, review what slipped and why.

What Trackary brings to an equipment workshop

Trackary is built for fleets of construction equipment, MEWPs, forklifts and road-rail vehicles. On the office side, the workshop manager sees the fleet, checks, faults, the schedule and the maintenance logbook on the web. They schedule a job for a time slot and assign a technician.

On the workshop and field side, the mechanic opens the app and finds their jobs for the day, by time slot and by site. They view the machine's record with its meter, upcoming deadlines and latest jobs. They close it with a report (checkpoints, observations, signature), which is added to the machine's logbook, exportable as PDF. Already-loaded data stays viewable without a network and entries sync once the connection returns.

What Trackary does not do

Let's be clear so you avoid a bad surprise. Trackary does not do workshop quotes or invoicing, no parts stock management, no GPS tracking and no QR codes. It does not carry out VGP inspections and does not replace the inspection body.

If your workshop mainly invoices outside customers, like a garage or an independent repairer, garage management software will be a better fit. If your workshop mainly services your own equipment fleet, Trackary covers the core need: scheduling, jobs, deadlines and history.

Does your workshop service your own equipment fleet? See in 30 minutes how Trackary organises the mechanics' schedule and each machine's logbook. Request a demo →

Frequently asked questions

Can car garage software suit an equipment workshop?

It can help with invoicing, but it rarely tracks hour meters, VGP or on-site work. To service your own equipment fleet, CMMS software geared towards equipment is generally a better fit.

What information should go in a workshop work order?

The machine and its meter, the reason (breakdown or servicing), the work to be done, the technician and time slot, then on return the work done, parts changed, observations and signature.

How do you track each machine's engine hours?

By reading the meter regularly, ideally at every job or check. In software, the reading is logged on the machine's record and used to calculate upcoming servicing.

Is the maintenance logbook mandatory for an equipment workshop?

For lifting appliances (MEWPs, forklifts, cranes, machines fitted for lifting), the employer must keep a maintenance logbook (article R4323-19 of the French Labour Code, Code du travail, and the order of 2 March 2004, arrêté du 2 mars 2004). For other machines, INRS recommends it.

Can you start with a simple spreadsheet?

Yes. Our free equipment fleet management spreadsheet and our free preventive maintenance plan template let you get started. Software becomes useful once several mechanics and the field need to share the same information.

See Trackary on your fleet.

Quote-based pricing, 30-minute video demo, no commitment.

Request a demo →