Handling equipment maintenance and repair for your inventory is done via Reservations and Check-outs linked to a dedicated Maintenance Contact. This Contact is automatically added to your account and can be edited if necessary.
You can add this Contact to your maintenance bookings, so it's clear to everyone the item(s) will be in repair during a specific time.
Contact view
Go to your Contacts
Find the Maintenance contact
Update the email address to whoever is in charge of equipment maintenance in your team and needs to receive notifications around those bookings (optional)
Contacts who can schedule maintenance
Since scheduling maintenance is usually reserved for a few team members only, you can control which contacts will be able to plan maintenance and repair.
Go to the Contact page of the team member who is in charge of maintenance
Click on the Info tab
Select Maintenance/Repair
Important: Only the team members who have this turned on will be able to schedule maintenance.
Handling Equipment Maintenance
Planning preventive maintenance
Click Reservations, next click Add reservation
Select the Maintenance Contact
Set the from and to dates, the Location, and the Items to be serviced
Store any images of damages as Attachments on the Reservation
Click Reserve
(optionally) Click Repeat Reservation... to plan recurring maintenance (e.g. every month)
Performing Item maintenance
Find back the previously created open Reservation, click the button Convert to Check-out.
Or go to Check-outs, next click New check-out
Select the Maintenance Contact
Set the from and due dates, the Location, and the Items to be serviced
Click Check-out
Perform the maintenance,
Store any images of repairs, notes, invoices, or receipts as Attachments on the Check-out.
When done, click to Check in the equipment again
Finding your Maintenance Bookings
On the Dashboard
In your Reservation or Check-outs
Go to your Reservations or Check-outs
Filter on Maintenance
Add extra filters if necessary
In your Contacts
Go to your Contacts
Search for Maintenance
Click on either the Reservation or Check-out tabs to see passed or upcoming maintenance bookings
