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Maintenance Calendar

Recurring and one-off maintenance schedules for your assets, shown as a calendar.

The maintenance calendar

Opening the Calendar

Go to Maintenance → Calendar. Switch views with the Month, Week, or Day buttons, and move between periods with the arrow buttons or Today.

Creating a Schedule

Click Add Schedule, then fill in:

FieldNotes
AssetThe asset being maintained (required)
Start Date / End DateEnd date is ignored if the schedule repeats
RepeatableNone, Weekly, or Monthly
IntervalAppears once Repeatable is set, e.g. "Every 1 Week"
Alert one day beforeCheck to get a reminder a day ahead
Assign to TeamThe team responsible

Below that is a task list for this schedule — add tasks one at a time with Add Task, or click Insert Template to pull in tasks from a Task Template you've already made.

Creating a maintenance schedule

Viewing and Managing a Schedule

Click an event on the calendar to open its detail: start/end time, the assigned team, and its task list. From here you can Download PDF, Edit, or Delete the schedule.

Maintenance schedule detail

Downloading a Monthly Report

Click Download Monthly Report to download a PDF summary of every maintenance schedule in the month currently shown.