The Maintenance feature helps staff manage equipment and and track maintenance-related work throughout the property. Each piece of equipment is called a Component, and each component is part of a System, like HVAC or Elevators. This user guide outlines how to add a Component to the Maintenance Systems in your community.
Reminder: You must create Maintenance Systems before adding Components.
1. Locate Maintenance on the main menu, click the arrow to expand the sub-menu, and pick Component.
2. This will take you to the Component dashboard. To create a new component for a maintenance system, select Add New Component.
3. Pick the maintenance system the component is for and then enter a name for the component. These fields are required on the new component form.
4. Enter the details about the component. Once completed, click Save.
Description: Enter a description of the component. This may include key features or dimensions.
Date Installed: Select the date the component was installed. This may be required for future maintenance activities.
Serial Number: Input the serial number for the component.
Warranty Details: If applicable, enter the details of the component warranty.
Vendor Details: Add the vendor details to the component. We recommend the adding the vendor name and contact information for any future services/repairs.
Attachments: Upload any relevant files to the component (e.g. invoice, warranty, etc.).
5. The new component has now been added to the maintenance system.
Additional Resources
- Maintenance: Adding Systems, Components and Activities Video
- How to Add a New System for Maintenance Tracking
- How to Log Maintenance Activities