Do you sign maintenance contracts with your customers? Do you schedule regular checks?
Thanks to this app, you can save time scheduling and tracking your deadlines.
Create maintenance schedules
This app adds a new functionality to your contracts. When you create or modify a contract and its type is "Maintenance contract", you'll have a new menu that lets you manage the contract's maintenance deadlines.
Several choices are available in this menu
- Do nothing
- Delete existing maintenance deadlines and add new ones
- Create new deadlines
Maintenance schedules can be monthly or quarterly, and you can choose the day on which they start.
Validate, and your due dates are created, between the contract start and end dates.
Use maintenance schedules
These deadlines are tasks. As such, they appear in the tasks area, are reminded by email, and all the other usual behaviors of tasks.
They have the particularity of being of the "Maintenance" type, and as such have an additional link: "New maintenance". Click on this link to create a new event:
- At a specific time and date
- For the person of your choice
- Attached to an existing work order or a new work order
- etc.
Once validated, the event and intervention order are created.
The "New maintenance" link will be replaced on the task by a "View maintenance" link.
A "Maintenance schedule" menu has been added to the Production menu.
