How do I set up and manage periodic maintenance?

Training FAQ

FAQ Detail

Review the full answer below, then return to the searchable FAQ list.

Set up periodic maintenance by completing the steps below:

If you haven’t already, create the customer. Follow this tutorial on creating customers.
Create a maintenance Contract for the building.
Add one or more maintenance Profiles under the Contract.
For each Profile, set the inspection frequency (in months).
Select the equipment included in the Profile.
If the Profile includes filters and belts, select the applicable items.
Create Maintenance Runs to generate the work orders.

For a walkthrough, see this tutorial.

Back to all FAQs