Preventative Maintenance (PM)

• Prevents costly breakdowns 
• Extends asset life 
• Meets compliance/brand standards
• Reduces emergency repairs 

• Build Procedures: Create task checklists. 

• Location-based (general use) 
• Asset-based (specific equipment type) 

To begin a New Preventative Maintenance schedule, navigate to the Manage tab, and click on New Preventative Maintenance. 

1. Create Schedule: 

• Fill out the required fields, such as:

• Name, description 
• Frequency 
• Locations 
• Procedures 
• Start date (optional end date) 

Note: Locations and Procedures must be created before being included in a Preventative Maintenance Schedule.

        Track & Complete: System generates recurring instances. 

• Users complete tasks or mark skipped (must provide reason). 

                Past instances can be reviewed in the schedule detail view. 

• Start with 3–5 schedules (monthly HVAC, quarterly guest room checks). 
• Stagger start dates to balance workload. 
• Use location-based procedures unless highly asset-specific. 
• Skipped PMs remain visible for compliance history. 

FAQs: 

Can I edit a Preventative Maintenance schedule after launch? 

    Yes, minor changes can be made, but new schedule would be needed for major edits. 

Where do past cycles live? 

    In Active → Date Selector; History section only for ended schedules.