Setup and manage regular scheduled preventive maintenance, assign it to an internal or external vendor, set the frequency, start date/end date, add reminders, and no more worries! The scheduled PM rolls out as a work order on the next scheduled date and shows on your calendar on that day (see "Scheduled" below).
To get started, go to your left sidebar and click on Maintenance [PM]>Add Maintenance [PM].
Add the location, service category, equipment (optional), description, and any attachments, then click NEXT.
Continue to add all additional details, tasks, assign, add frequency, reminders, and SAVE!
Once you've completed entering all of your information and SAVED, you can review, filter, edit, copy, and/or delete your scheduled preventive maintenance items by going to Maintenance [PM]=>List Maintenance [PM], located on the left sidebar of your dashbar. You also have the ability to "Skip" a PM occurrence as needed!