Plant & Equipment — Warranty & Service Tracking
Plant & Equipment — Warranty & Service Tracking
Available from v0.13.4
The Plant & Equipment asset class covers discrete installed items with defined service schedules, manufacturer warranties, and replacement lifecycles. Examples include:
- Gas boilers
- Lifts and escalators
- Fire alarm panels
- Entry and access control systems
- Water tanks and pressurisation units
- Communal lighting systems
From v0.13.4, P&E assets have two dedicated tracking panels on the asset detail view: Warranties & Service Contracts and Service History.
Warranties & Service Contracts
The warranty panel tracks all warranty and contract coverage for a P&E asset. It provides at-a-glance status so managing agents can claim under warranty before authorising repairs at leaseholder expense.
Warranty types
| Type | Description |
|---|---|
manufacturer | Standard warranty provided by the equipment manufacturer |
extended | Extended warranty purchased separately |
maintenance_contract | Ongoing service/maintenance contract with a provider |
RAG status indicators
Each warranty card uses colour coding to show coverage status:
- 🔴 Red — warranty has expired
- 🟡 Amber — warranty expires within 30 days
- ✅ No badge — warranty is active and not expiring soon
Expired warranties are grouped below active ones in the panel.
Fields
| Field | Required | Notes |
|---|---|---|
| Provider / Manufacturer | ✅ | Name of the warranty provider |
| Type | ✅ | manufacturer, extended, or maintenance_contract |
| Start Date | ✅ | Warranty start date |
| Expiry Date | ✅ | Warranty expiry date |
| Reference Number | — | Policy or reference number |
| Coverage Terms | — | e.g. "Parts and labour for all mechanical components" |
| Contact Details | — | Phone or email for warranty claims |
| Cost | — | Cost in £ (for extended warranties / maintenance contracts) |
Adding a warranty
- Open the asset detail view for a
plant_and_equipmentasset. - Scroll to the Warranties & Service Contracts panel.
- Click Add.
- Complete the form and click Add Warranty.
All create, update, and delete operations are written to the audit trail.
Service History
The service history panel records all maintenance activity for a P&E asset and tracks when the next service is due.
Next service due banner
The panel displays an alert banner derived from the most recent service record's Next Due Date:
- 🔴 Red / Overdue — next service date has passed
- 🟡 Amber — next service due within 30 days
- 🟢 Green — next service is on track
Service types
| Type | Description |
|---|---|
routine | Scheduled routine servicing (e.g. annual boiler service) |
repair | Reactive repair following a fault or breakdown |
emergency | Emergency callout (e.g. gas leak, lift entrapment) |
commissioning | Initial commissioning after installation |
inspection | Periodic inspection or test (e.g. fire alarm weekly test) |
Outcome badges
Each service record displays a coloured outcome badge:
| Outcome | Meaning |
|---|---|
| ✅ Pass | Asset passed service / inspection check |
| ❌ Fail | Asset failed — remedial work required |
| ⚠️ Advisory | No immediate failure but advisory items noted |
| N/A | Outcome not applicable (e.g. emergency repair) |
Fields
| Field | Required | Notes |
|---|---|---|
| Service Date | ✅ | Date the service was performed |
| Service Type | ✅ | See service types above |
| Outcome | ✅ | Pass, Fail, Advisory, or N/A |
| Description | ✅ | Description of work performed |
| Next Due Date | — | When the next service is required |
| Engineer / Technician | — | Name of the engineer who performed the service |
| Cost | — | Cost in £ |
| Invoice Reference | — | Invoice or reference number |
| Defects Noted | — | Highlighted in red on the record card |
| Actions Required | — | Follow-up actions needed, highlighted in amber |
Adding a service record
- Open the asset detail view for a
plant_and_equipmentasset. - Scroll to the Service History panel.
- Click Add.
- Complete the form and click Add Service Record.
Service records are ordered most-recent-first. The next service due banner is driven by the nextDueDate field on the most recent record.
Access control
- All users in an organisation can view warranties and service records (
orgProcedure). - Admin users are required to create, update, or delete records (
adminProcedure). - All records include
orgIdfor row-level security (RLS) multi-tenant isolation — records are never accessible across organisations.
Audit logging
Every create, update, and delete operation on warranties and service records is written to the compliance audit trail with the following actions:
| Action | Trigger |
|---|---|
asset.warranty_created | New warranty added |
asset.warranty_updated | Warranty record edited |
asset.warranty_deleted | Warranty record removed |
asset.service_record_created | New service record added |
asset.service_record_updated | Service record edited |
asset.service_record_deleted | Service record removed |
Scope
Warranty and service history panels are displayed only on assets with assetClass === "plant_and_equipment". Other asset classes are unaffected.
Database migration
This feature requires a database migration to create the asset_warranties and asset_service_records tables. Run migrations before deploying v0.13.4.