Set Up Preventive Maintenance

Setting Up Preventive Maintenance

1. Go to Field Service → Preventive Maintenance and click New Schedule.
2. Select the asset or asset group to maintain.
3. Choose the recurrence (daily, weekly, monthly, or custom interval).
4. Set the work order template: task list, parts, and estimated duration.
5. Click Activate — work orders are auto-generated at each interval.

Where to go next

• Understand the whole module → How Field Service Works
• Next in this module → Create Job Templates
• Create a Work Order
• Schedule and Dispatch Jobs
• See where this fits in the bigger picture → How a Request Becomes a Resolved, Billed Ticket