This guide covers how to add and manage Preventative Maintenance details on a Property in Terial, including setting up maintenance costs, dates, calendars, and viewing PM-enabled properties.
📽️ Video Tutorial Prefer to watch a video? Watch this short video to master managing your Maintenance Customers
Preventative Maintenance Overview:
Adding Preventative Maintenance details to a property ensures your Service Manager is notified ahead of scheduled work and enables you to easily generate Service Tickets with all relevant information for efficient scheduling and execution.
Step 1: Click “Edit” on the Property page and enter the Maintenance details.
Step 2: Add the Maintenance cost, start/end date, and select a Maintenance Calendar. Any notes added will populated to the Billing Notes field when creating a Service Ticket.
Note: View properties with Preventative Maintenance by toggling “Preventative Maintenance” in the Property tab or spotting the green dot next to the property name.
💡 Pro Tip: Upload Preventative Maintenance documents directly to the Property page.
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