How to Create a Maintenance Entry (App)

A Maintenance Entry is a memo noting a service performed on an asset. This may relate to an existing service or be a record of a miscellaneous repair made to an asset during downtime or on the fly in the field.

Pro Tip! Maintenance Entries are helpful records stored at the asset level which can help with resale in the future.

Permission Requirements: Users with the "Create Maintenance Entries" permission can create a Maintenance Entry. Users with the "View Maintenance Entries" can edit a Maintenance Entry.

💥 Maintenance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.

1

Click the "+" icon on the bottom of the screen.

2

Click "Create Maintenance Entry".

3

Select the asset that received maintenance.

Pro Tip! Utilize the search bar to quickly find the asset.

NOTE: Alternatively, from the asset's Asset Details page click "Create" in the Maintenance tab and then click "Maintenance Entry".

4

Name the Maintenance Entry and click "Continue".

Pro Tip! Title the Maintenance Entry based on the service performed. If you repaired a tire, name it Tire Replacement.

5

Add voice or text description/notes and click "Continue".

Give detailed information about the service performed.

6

Add photo(s) (optional).

Pro Tip! Add photos of before and after service. This will help to document the issue and how it was resolved.

7

The Maintenance Entry is complete.

To view the Maintenance Entry, go to the Asset Details Page > Maintenance Tab and select the Maintenance Entry.

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