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Service and Maintenance

The Service tab on an asset record helps you schedule recurring maintenance and keep a log of completed service work. This tab is available for individual assets only (not bulk assets).

Service Schedule​

The service schedule defines recurring maintenance tasks for the asset.

Adding a Schedule Entry​

  1. Open the asset and click the Service tab.
  2. Click New in the Service Schedule toolbar.
  3. Enter the schedule details:
    • Description — What the service involves (e.g., "Annual safety inspection").
    • Frequency — How often the service should be performed.
    • Due Date — When the next service is due.
  4. Save the entry.

Completing Scheduled Service​

When a scheduled service is performed:

  1. Select one or more schedule entries using the checkboxes.
  2. Click Complete.
  3. Confirm the completion. The Last Completed date updates automatically, and the next due date is recalculated based on the frequency.

Deleting Schedule Entries​

Select entries and click Delete to remove them from the schedule.

Service Log​

The service log is a chronological record of all service work performed on the asset — both scheduled and unscheduled.

Adding a Log Entry​

  1. Click the Service Log sub-tab.
  2. Click New.
  3. Enter the Service Date and Description of the work performed.
  4. Save the entry.

Deleting Log Entries​

Select entries and click Delete to remove them.

Service Reports​

The Reports section includes four service-focused reports:

ReportDescription
Service ScheduleAll upcoming scheduled service across your assets
Upcoming ServiceService due within a specified period
Overdue ServiceService that is past its due date
Completed ServiceA history of completed service work
Overdue service

Assets with overdue service appear in the Overdue Service report. Review this report regularly to ensure maintenance doesn't fall behind schedule.