Maintenance
Log and track maintenance jobs: planned servicing, repairs, contractor visits and anything that needs fixing. Each job has a type, a priority, a status and dates, and can hold the contractor, cost, invoice reference and a photo. Some jobs are created for you when an incident, inspection, failed check or toolbox talk finds a problem.
Common actions
- 1
Log a job: Press "+ Log Maintenance". Fill in Asset / Area and choose the Maintenance Type. Set the Priority: Low, Medium, High, Critical or Emergency. Press "Log Maintenance".
- 2
Log a job by voice: Press "Voice", or "Talk instead" at the top of the form. Say what needs fixing and where. Check what the AI has filled in, then press "Save Request".
- 3
Set the dates: When you change the priority, an empty Scheduled Date fills itself in: today for Emergency or Critical, 3 days for High, 14 days for Medium and 30 days for Low. Change it for a booked contractor visit. Next Service Due starts at 1 year.
- 4
Record the contractor and costs: Use the Contractor, Cost, Invoice Reference and Warranty Work fields. Add a photo with "Attach Photo".
- 5
Move a job along: On the job's row, press "Approve" for a Pending job, "Start" for an Approved or Scheduled job, and "Complete" for a job In Progress. To set Scheduled, On Hold or Cancelled, open the job and press "Edit".
- 6
Finish a job: Press "Complete" on the row, or open the job and press "Mark Complete". Today is saved as the completed date. Then press "Edit" to add the Outcome.
- 7
Find a job: Use the search box and the status tabs. On a phone or tablet, press "Filters" to filter by status and priority.
Jobs created for you
A failed scheduled check creates a high priority job. A failed inspection, or a pass with observations, makes the AI write a job for it. The AI check on an incident can raise jobs for damage. Follow-ups you choose after a toolbox talk can create jobs too.
Who can do what
Everyone can log, edit and move jobs. Only admins can delete a job.
Your Records Score
A job you log yourself counts against your score while it is Pending, so approve or schedule it. Approved, In Progress, On Hold and Completed count as up to date. Scheduled counts as up to date until its scheduled date passes. A job created for you does not count against you until its scheduled date passes. Cancelled jobs are left out. Priority makes no difference.
💡 Tip
If a job cannot be done yet, do not leave it Pending. Approve it, or schedule it with a realistic date, and add a note. That shows it is in hand.