Can one task be in several plans?

Yes. Engine oil change can sit in both the minor and the major plan.

Does changing a plan change past services?

No. Past services keep the rows they were saved with. New services and reminders pick up the change.

Docs · Maintenance · How-to

Set up service plans and tasks

You will have a master list of service tasks and a set of named service plans with time and km frequencies, ready to be picked on every service record and reminder.

Open NShine ERP All docs

Two Settings tabs feed the maintenance module. Service Tasks is the list of individual jobs. Vehicle Services groups tasks into named plans and gives each plan a frequency in months and in kilometres. Set them up once; after that, recording a service or a reminder is a matter of picking from the list.

Before You Start

A user with access to Settings.
The service schedule from the manufacturer or your workshop: which jobs, at what months and at what km.

Steps

Open Settings › Service Tasks and click Add.
Enter the task Name and a short Code, tick Is Active, and tick Is Default if the task should be pre-selected on new services. Examples: Engine oil change, Oil filter, Air filter, Brake pads, Wheel alignment, Fitness inspection.
Repeat for every task you will ever record. One task per line item you want to see costed separately.
Open Settings › Vehicle Services and click Add.
Name the plan, for example Minor service or Major service, and set the Time Frequency in months and the Odometer Frequency in km. A reminder built from this plan reads as Every N Month(s) or Every N km(s), whichever comes first.
Pick the Service Tasks that belong to the plan and save.
Repeat for each plan, then open Vehicles › Vehicle Maintenance › Add and check that the plan appears under Service and its tasks fill the rows.

Fields on the two Settings tabs

Tab	Field	What to enter
Service Tasks	Name	The job, as the workshop would write it
Service Tasks	Code	Short code for reports and imports
Service Tasks	Is Default	Pre-select on new services
Service Tasks	Is Active	Off hides the task from new records
Vehicle Services	Name	The plan name
Vehicle Services	Time Frequency	Months between services
Vehicle Services	Odometer Frequency	Kilometres between services
Vehicle Services	Service Tasks	The tasks included in the plan

What This Changes

Tasks appear in the Task list on service rows and in the Service Task list on reminders.
Plans appear under Service on the service form and under Vehicle Service on reminders, with their frequency shown as Every N Month(s) or Every N km(s).
The Service and Service Tasks columns on Maintenance History and the Vehicle Maintenance Statement use these names.
Switching a task or plan off keeps it on past records and removes it from new ones.

Tips

Make plans per vehicle class (LCV minor, heavy major) rather than per vehicle; the same plan can be set as a reminder on many vehicles.
Keep task names short and consistent; they become report columns and Excel headers.
Include inspection items (fitness, pollution test) as tasks so their cost sits with the vehicle even though the document itself is tracked under Document Tracking.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.