Maintenance Schedule

All machines require regular maintenance, specially those that contain a lot of moving parts, so if you are in the business of maintaining those or have some of them in your own premises, this is a useful tool to plan a calendar of activities for its maintenance.

If the Customer Issue refers to “Breakdown Maintenance”, this refers to “Preventive Maintenance”.

To create a new Maintenance Schedule go to:

Support > Maintenance Schedule > New Maintenance Schedule

Maintenance Schedule

In the Maintenance Schedule, there are two sections:

In the first section, you select the Items for which you want to generate the schedule and set how frequently you want to plan a visit or a maintenance. These can be optionally fetched from a Sales Order. After selecting the Items, “Save” the record.

The second section contains the maintenance activities planned in the schedule. “Generate Schedule” will generate a separate row for each maintenance activity.

Each Item in a Maintenance Schedule is allocated to a Sales Person.

When the document is “Submitted” Calendar events are created in the User of the Sales Person for each maintenance.

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