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Preventative Maintenance Videos

This is the section to check out to understand the features that will help your company manage ongoing maintenance contracts.

Quick links:

 

Recurring Work Orders Overview

In this video we will go over the recurring work order section and show what an existing recurring work order looks like.


 

What Does a Generated Work Order Look Like?

Once you set up your recurring work orders to generate automatically, what do those work orders look like? Find out in this video.


 

 

Preventative Maintenance - Keeping Track of Contracts

For companies that have maintenance contracts set up for specific job sites, here's how you can stay on top of your contracts and ones that are expiring. 


 

 

Introduction to Units

If your company does maintenance work on specific pieces of equipment this video explains how units can be connected to a job site.


 

 

Using Notes to Keep Track of Maintenance History 

Stay on top of your customer relationships with historical records of your service.  Find out how to use notes effectively in this video.


 

 

Using Checklists and How to Produce Maintenance Reports

You can utilize checklists to perform ongoing maintenance consistently, and generate reports that can then be sent to your customers based on a time period.

 

 

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