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Preventive Maintenance Setup

Configure scheduled maintenance tasks to prevent issues and extend equipment life in your properties.

Understanding Preventive Maintenance
Learn the benefits and importance of proactive maintenance strategies

Benefits

  • • Reduces emergency repair costs
  • • Extends equipment lifespan
  • • Improves resident satisfaction
  • • Maintains property value
  • • Ensures compliance with regulations

Key Principles

  • • Regular inspection and service
  • • Scheduled component replacement
  • • Performance monitoring
  • • Documentation and record keeping
  • • Continuous improvement

Cost Savings: Studies show that preventive maintenance can reduce overall maintenance costs by 18-25% compared to reactive maintenance approaches.

Creating Maintenance Schedules
Step-by-step guide to setting up preventive maintenance schedules
1

Navigate to Preventive Maintenance

Go to Maintenance > Preventive Maintenance and click “Create New Schedule”.

2

Define Task Details

Enter task name, description, category, and detailed instructions for the maintenance activity.

3

Select Properties and Units

Choose which properties, buildings, or specific units the schedule applies to.

4

Set Schedule Frequency

Configure how often the task should be performed (monthly, quarterly, annually, etc.).

5

Assign Resources

Assign to specific staff members or vendors and set estimated time requirements.

6

Activate Schedule

Review all settings and activate the schedule to begin automatic work order generation.

Common Preventive Tasks
Standard preventive maintenance tasks organized by system and frequency

HVAC Systems

Monthly:

  • • Filter inspection and replacement
  • • Thermostat calibration check

Quarterly:

  • • Coil cleaning and inspection
  • • Belt tension and alignment

Semi-Annual:

  • • Refrigerant level check
  • • Ductwork inspection

Annual:

  • • Complete system tune-up
  • • Safety control testing

Plumbing Systems

Monthly:

  • • Faucet and fixture inspection
  • • Water pressure monitoring

Quarterly:

  • • Drain cleaning and flow test
  • • Toilet and seal inspection

Semi-Annual:

  • • Water heater maintenance
  • • Shut-off valve testing

Annual:

  • • Pipe inspection for leaks
  • • Backflow preventer testing

Electrical Systems

Monthly:

  • • GFCI outlet testing
  • • Emergency lighting check

Quarterly:

  • • Panel and breaker inspection
  • • Smoke detector testing

Semi-Annual:

  • • Electrical connections check
  • • Surge protector inspection

Annual:

  • • Complete electrical inspection
  • • Grounding system testing
Scheduling Options and Frequency
Configure flexible scheduling options for different maintenance needs

Frequency Options

  • • Daily (for critical systems)
  • • Weekly (high-usage equipment)
  • • Monthly (routine inspections)
  • • Quarterly (seasonal tasks)
  • • Semi-annually (major systems)
  • • Annually (comprehensive reviews)

Advanced Scheduling

  • • Custom intervals (every X days/weeks)
  • • Usage-based triggers (hours of operation)
  • • Seasonal scheduling (spring/fall only)
  • • Weather-dependent tasks
  • • Occupancy-based scheduling
  • • Equipment age considerations

Scheduling Best Practices

  • • Stagger schedules to balance workload throughout the month
  • • Consider seasonal factors (avoid outdoor work in winter)
  • • Group related tasks for efficiency
  • • Build in flexibility for emergency interruptions
  • • Allow adequate time buffers between scheduled tasks
Automated Reminders and Notifications
Set up automatic alerts to ensure maintenance tasks are never missed

Notification Types

Email Alerts

Detailed notifications with task instructions

SMS Reminders

Quick text alerts for urgent tasks

Calendar Events

Automatic calendar appointments

Reminder Schedule

  • • 7 days before due date (preparation notice)
  • • 3 days before due date (final reminder)
  • • Day of scheduled maintenance (execution reminder)
  • • 1 day after due date (overdue alert)
  • • Escalation notifications for extended delays

Notification Recipients

  • • Assigned maintenance staff or vendors
  • • Property managers and supervisors
  • • Regional managers for critical tasks
  • • Procurement team for parts ordering
Tracking Compliance
Monitor completion rates and maintain compliance records

Compliance Metrics

Completion Rate

Percentage of tasks completed on schedule

Overdue Tasks

Number and age of overdue maintenance items

Response Time

Average time from notification to completion

Quality Score

Assessment of maintenance quality and thoroughness

Documentation Requirements

  • • Photo documentation before and after maintenance
  • • Detailed completion reports with findings
  • • Parts replacement records and receipts
  • • Technician signatures and timestamps
  • • Any issues discovered and follow-up actions needed

Compliance Reporting

  • • Monthly compliance dashboard for management review
  • • Quarterly performance reports by property
  • • Annual maintenance program effectiveness analysis
  • • Regulatory compliance reports for inspections
Seasonal Maintenance Planning
Plan and execute seasonal maintenance tasks to prepare properties for weather changes

Spring Preparation

  • • HVAC system startup and inspection
  • • Landscaping and irrigation system activation
  • • Exterior cleaning and pressure washing
  • • Pool opening and equipment checks
  • • Window and screen inspection

Summer Maintenance

  • • Peak HVAC system maintenance
  • • Parking lot and driveway maintenance
  • • Exterior painting and repairs
  • • Pest control intensification
  • • Roofing inspection and maintenance

Fall Preparation

  • • Heating system startup and testing
  • • Gutter cleaning and inspection
  • • Weatherization and sealing
  • • Irrigation system winterization
  • • Outdoor furniture storage

Winter Maintenance

  • • Snow removal equipment preparation
  • • Pipe freeze prevention measures
  • • Emergency heating system checks
  • • Salt and de-icer inventory
  • • Indoor air quality monitoring

Planning Tip: Start seasonal preparation 30-45 days before the season change to ensure all tasks are completed before weather conditions become challenging.