Video Walkthrough
Step-by-Step Instructions
1. Find the Maintenance Plan
Navigate to the maintenance plans listing page or the specific customer’s account page to find the plan that is up for renewal or has expired.
2. Edit or Complete a Visit
On the plan details page, scroll to the "Plan Visits" section in the left column. Click on the "•••" icon in the top right of the card for the visit you want to edit. Click on "Edit" from the select menu.
In the edit modal, update any necessary details such as:
Visit Name: give the visit an optional display name such as "Spring Tune-up"
Placeholder Date: set a target month for scheduling the visit
Linked Equipment: link customer equipment to the visit for equipment tracking and scheduling
To complete a visit, click on the "Mark Visit as Completed" toggle switch. Once enabled, you'll be able to optionally link the visit to an existing system in the job.
3. Save Changes
Once the desired changes have been made, click "Save" to update the visit. And that's it!