Add maintenance plans

A maintenance plan is one piece of recurring work at one site: “Quarterly AC service”, “Monthly emergency lighting test”, “Annual boiler service”. A contract can have as many as you need, for any trade.

1. Open the contract. Under Plans, select Add plan.
2. Give it a Plan name and choose the Site.
3. Choose the Job type and Priority for the visits it creates.
4. Pick a Form if the engineer should fill one in, like a service checklist.
5. Tick the Assets it covers.
6. Set how often: Every 3 months, 1 year, 2 weeks and so on.
7. Set the First due date.
8. Select Add plan.

The other settings

• Generate the job (days before): how far ahead the job is created. 14 days by default.
• Window before and Window after: how early or late still counts as on time. 7 days either side by default.
• Next due counts from: the previous due date (the usual choice, so dates don’t drift), or when the last visit was done.
• Preferred engineer: suggested when you book.