Adding Maintenance Services

 

1.     On the Maintenance page, click Add Item.

2.     Choose one of the services on the menu, or choose Custom Item from the bottom of the list.

3.     Use the drop-down arrow to select a value for the Maintenance type field, or enter a unique service.

4.     Select a user in the User field.

5.     Describe the service type briefly in the Description field.

6.     Choose a frequency for the service - Once or Recurring.

7.     Enter a value for either the number of miles or days that should elapse between service appointments. Only one of these fields is required.

8.     Enter the odometer reading at the time the service was performed, and click on the Date field calendar to choose a date.

Service Reminders

You can opt to be reminded via email to perform the service you have created:

1.     Check Remind Me to set a reminder for your service, and then complete either the How many miles prior or how many days prior fields.

2.     Enter an email address, and click Save.

 

Related Topics

Maintenance Alerts

Maintenance History Report

Maintenance Plan Report