Preventive maintenance templates allow you to pre-enter or pre-select common information for a new preventive maintenance entry screen. Preventive maintenance templates are a great time saver
View, edit and create preventive maintenance templates via the Preventive Maintenance Templates grid via the Preventive Maintenance navigation pane
Create a new Preventive maintenance template by selecting the New... menu option.
You can create as many templates as you want
You can edit or view the details on an existing Preventive maintenance template by clicking its number under the Preventive maintenance column
| • | Enter a template description to make it easy for you to differentiate it from other templates so that you can select the right template for a preventive maintenance. If you create specific templates for different work to be performed, suggestion is to name it with that type of work i.e. Onsite Network Service PM Template. |
| • | Enter and select those details that you want this template to enter in any new quote created from it - such as the Generator Time Span, Workorder Category, etc. |
| • | You will note that client does not show, nor does unit, nor does any date related fields - because a template could be for any client, any unit or any date in the future. |
| • | Preventive Maintenance Template Number  is automatically +1 of the last quote. |
| • | If select a rate that a client is not capable of having (prevented by contract, or template has a contract rate selected), the record is not transferred to the PM. i.e. a non-contract rate is selected in the PM template for Scheduled Users. Create a new PM using this template for a contracted client that is restricted to a specific rate, will see that the Scheduled User record is not made in new PM at all |