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How to Create and Manage Preventative Maintenance/Repeating Work Orders

With our preventative maintenance module, you can easily create repeating work orders over a given frequency (daily, monthly, annual, etc). This way your team can move from reactive to a more proactive maintenance mindset! This article explains how to create and manage preventative/repeating work orders with our mobile/web application.

How to Create Preventative Maintenance/Repeating Work Orders

  1. On the Work Orders page, click “+ Create Work Order”
  2. Enter in your Work Order Info 
  3. For a Preventative Maintenance/Repeating Work Order:
    1. Set your Due Date for the due date of the first PM
    2. Set your Repeating Schedule frequency
    3. You can select to have the repeating Work Order run off of the date of completion

     4. Add any other information for your work order.

5. Click Add Work Order

On Web:

On Mobile:

How to Edit Preventative Maintenance/Repeating Work Orders

  1. On the Work Orders page, click the desired work order
  2. Select the Edit Button
  3. Make desired edits
  4. Click Save Work Order  

On Web:


On Mobile:

With Editing we have the ability to edit the Current Version or for all of the Future Versions of the Work Order

Video Tutorial

Once a Recurring Work Order has been set we are not able to edit the frequency of the Work Orders