Recurring Services and Inspections

Q: How do I set up regular maintenance schedules?

Service schedules are configured on individual equipment records through the "Field Schedules" tab. You specify the service interval (days, months, or years), the last service date, and service instructions. The system automatically calculates the next service due date and creates draft field service tasks when services come due. You can have multiple schedules on the same equipment - for example, monthly preventive maintenance and quarterly detailed inspections.

Q: What's the difference between a service schedule and an inspection schedule?

Service schedules create standard field service jobs for routine maintenance work. These might include cleaning, adjustments, or replacing consumable parts. Inspection schedules create compliance inspection jobs that require specific calibration points to be checked and documented. Inspections have formal pass/fail criteria and produce certification reports. You use service schedules for general maintenance and inspection schedules for regulatory or safety compliance requirements.

Q: Can I temporarily pause a service schedule?

Yes, simply mark the recurring service record as inactive. This stops the automated job creation without deleting the schedule configuration. When you're ready to resume services, mark it active again and update the last service date to reset the schedule. This is useful when equipment is temporarily out of service, being relocated, or when a customer suspends their maintenance agreement.