Maintenance & Repair Overview

Maintenance plans can be set up to track and remind you when equipment needs to be checked, calibrated, cleaned, for PAT or other maintenance tasks performed. Maintenance can also be one time or "On Demand" and any admin can use the Report Issue button to specify maintenance of an item is needed if you have at least one On Demand plan configured.

The main features of our maintenance tracking module include:

• Schedule Maintenance at regular intervals (monthly, quarterly, yearly or customer time periods)
  • Bulk Schedule maintenance of multiple copies of an item or by Item Type 
• Start maintenance every time it is checked in (e.g. items that need cleaning or calibration every time they are checked in.
• Easily Report Issues when items are found to be broken or needing maintenance when they are checked in, found during Physical Inventory checks, or any time.
  • In the future, non-admin users will be able to report issues with items while they have them checked out.
  • Make sure you have at least one "On Demand" plan configured for the "Report Issue" buttons to appear on the Item Page, in Physical Inventory Checks, and on the transaction receipt after items are checked in.
• Email a weekly maintenance report showing all maintenance due and reported issues 
• Email when the maintenance stage changes (e.g. when an issue is reported, maintenance is due on an item, and/or maintenance is completed)
• Warn admins maintenance is needed/due when an item is checked in
• Ability to add and remove maintenance statuses based on maintenance stage
  • This allows you to control if an item can be seen be checked out, or reserved when maintenance is needed or when it is started.
• Update maintenance tickets
  • This allows you to record progress, including time and costs, as you work on the maintenance or repair
• Record costs and time time for each maintenance update
  • Reports show the total of all time taken, and total costs
• A new option feature on Enterprise accounts allows "linked maintenance plans" where you can specify the "next plan" once the current plan is completed.
  • This can allow for maintenance where multiple different people or departments need to complete maintenance in a specific order.