Assign Services (PMs) to Unit

By scheduling preventive maintenance at regular intervals for a designated unit, you can ensure timely upkeep of your equipment. Follow these steps to set up your PMs.

Assign PMs to Unit

Choose the Services (PMs) to be scheduled for the Equipment Unit of your choice.

SavePMsToUnit

After assigning the Service to the Unit, you can customize the PM to meet the specific requirements of the Equipment Unit. This includes assigning a Technician, specifying the necessary parts

setting the PM interval, and adding any specific notes

Once the PM has been set up for a unit you will see it on the Service Overview Page.

If you don't see it initially, make sure that the 'thru' date includes the due date of the PM and check for any other criteria that may prevent the PM from appearing.

 

If you are still having issues seeing your Unit's PM in the Service Overview Page or need further assistance setting up your Unit's PM's please reach out to us for help by Submitting a Ticket,