Maintenance Schedule

The Maintenance Schedule shows all upcoming Maintenance Visits.

All machines require regular maintenance, especially 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.

A Maintenance Schedule is usually created from a Sales Order of type 'Maintenance'.

1. Prerequisites

2. How to Create a Maintenance Schedule

To create a new Maintenance Schedule go to:

Support > Maintenance Schedule

The Generate Schedule button 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 for the Sales Person User for each maintenance.