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Assets that need servicing carry a Maintenance tab (see Asset details): a history of completed work with costs, and scheduled upcoming work, including work that repeats on its own. The Maintenance tab

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Recording maintenance

Add a record with a date, cost (with its own currency), notes and attachments. You can also assign it to specific people and optionally lock the task to only those people, so it can’t be picked up or completed by anyone else. A checklist lets you break the work into steps that get ticked off as they’re done.

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Recurring maintenance

A maintenance record can repeat on a schedule: daily, weekly, monthly or yearly. Set it once (say, quarterly generator servicing) and a new scheduled record is created automatically each time it’s due, instead of someone having to remember to add it.

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Maintenance fields per category

Categories define which extra fields maintenance records carry (see Categories and fields), so a vehicle’s service record and a laptop’s warranty repair can ask for different details.

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Copying to other assets

Copy to other assets applies the same maintenance record across many assets at once, useful when a whole batch was serviced on the same day. See Asset details.

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Policies over maintenance

Use policies to flag assets with overdue or missing maintenance automatically, rather than checking manually.