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Schedule Seasonal PM
Schedule Seasonal PM

Create Preventive WOs that generate in certain months

Updated over a month ago

You may have jobs that need to be done in specific months, such as snow removal in the winter. You might even want to select specific months for your quarterly tasks. Use the Persistent schedule, then select custom months to generate seasonal Preventive work orders.

Seasonal PMs can be scheduled by following these exact steps.

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Guide

  1. Select Preventive work type to open Schedule.

  2. Select Persistent.

  3. Select "Month" from the time range dropdown in the "Repeats every" section.

  4. Next, click on the number dropdown in the "Repeats every" section and choose "Custom".

  5. Click in the box to select the months.

  6. Finally, select the specific day of the month from the "On the" section.

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