Core Module ยท Post-MVP M6
Fleet & Equipment

Track every piece of heavy equipment across your portfolio โ€” where it is, what it's assigned to, when it needs service, and whether it's already booked when a project needs it.

๐Ÿ“…
Fleet & Equipment is a Post-MVP module, targeted for Milestone M6 in Phase 2. The data model and allocation engine are already designed and the database schema is in place โ€” the UI and full feature set will be released after the initial MVP launch.

What the Fleet Module Tracks

Every piece of equipment owned or leased by the GC firm can be registered in BuildOS as a fleet asset. The system tracks these assets across their full lifecycle โ€” from purchase through disposal โ€” including where they're allocated at any given time and when they're due for service.

Supported Asset Types

๐Ÿšœ
Excavator
Track by serial number, model year, and current site. Essential for site prep and foundation work.
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Compactor
Soil compaction equipment โ€” high demand during grading and foundation phases across multiple simultaneous projects.
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Grader
Site grading and final grade work โ€” often shared across projects with scheduling coordination.
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Crane
High-value, high-demand asset. Critical to prevent double-booking across multi-story or trusssetting projects.
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Other Equipment
Any additional owned or leased equipment โ€” generators, concrete mixers, lifts, pumps, trailers.

Asset Record โ€” What's Tracked Per Asset

FieldDescription
Asset NameHuman-readable name (e.g., "CAT 320 Excavator โ€” Unit 3")
TypeAsset category (excavator, compactor, grader, crane, other)
Serial NumberManufacturer serial number for warranty and service records
Model YearYear of manufacture โ€” used for maintenance scheduling
StatusCurrent operational status (see below)
Current AllocationWhich project the asset is currently assigned to (if any)
Next Service DueDate or hour-meter reading when next maintenance is required
NotesFree-text for known issues, rental agreements, or special handling

Asset Status States

StatusMeaningCan Be Allocated?
Available Asset is operational and not assigned to any project Yes
Allocated Asset is assigned to a project for a specific date range No โ€” only after current allocation ends
Maintenance Asset is out of service for scheduled or unscheduled maintenance No โ€” until returned to Available

Equipment Allocation

Allocating an asset means assigning it to a specific project for a specific date range. BuildOS enforces hard constraints on allocations to prevent conflicts:

๐Ÿšซ
Double-booking is impossible. The database enforces mutual exclusivity on equipment allocations โ€” the same asset cannot be allocated to two projects with overlapping date ranges. If Mike tries to assign the CAT 320 to Maple Estate when it's already allocated to Oak Ridge through the same period, the system rejects the allocation with an error explaining the conflict. No workarounds, no overrides.

An allocation record contains:

Who can create allocations: owners, admins, and superintendents. Field workers cannot allocate equipment.

Maintenance Reminders

Every Monday morning at 8 AM UTC, a background job scans all fleet assets for upcoming maintenance due dates and creates feed cards for any assets that need service within the next 14 days. This replaces the maintenance log spreadsheet most GCs maintain (and often forget to check).

TriggerFeed CardPriority
Service due within 14 days "[Asset name] โ€” scheduled maintenance due [date]. Currently allocated to [project]." Urgent
Service overdue "[Asset name] โ€” maintenance overdue by [N] days. Do not allocate until serviced." Critical
Asset in Maintenance status >7 days "[Asset name] has been in maintenance for [N] days. Update status or add notes." Normal

Fleet Visibility Across the Portfolio

The fleet dashboard provides a full view of the entire equipment fleet at a glance โ€” which assets are available, which are on which project, and which are in maintenance. This is the tool Tom and Sarah use when a superintendent calls asking where the compactor is. No phone tag with other supers needed.

Connection to the Schedule

In a future release (Resource Leveling, Post-MVP M9), equipment allocations will be directly integrated with the CPM schedule. Tasks that require specific equipment types will show warnings if the needed equipment is not allocated to the project during that task's scheduled window โ€” and the schedule optimizer will be able to suggest allocation adjustments to avoid equipment conflicts before they happen.