Facility workflows
How to schedule maintenance on locations
Attach maintenance to an address, make the task recurring and gather all history and documentation on the location itself.
Step by step
- Create the location
Register the address and link it to the customer, for example a property, a department or a plant room.
- Create the maintenance task
Describe what should be checked or serviced, and assign a responsible employee and a deadline.
- Make the task repeat
Choose an interval that matches the agreement, for example filter changes monthly or inspections quarterly, so visits are planned automatically.
- Put a checklist on the task
Use a form or checklist so the employee documents the same points on every visit.
- Follow the history on the location
Every completed visit with its documentation sits on the location, ready for customer questions or inspections.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.