How to Set Up Maintenance Notification Forms


If you have purchased and enabled Maintenance PlannerClosed An add-on that tracks customer assets and alerts you when they are due to be serviced., set up the terms and conditions and the default email used to send maintenance notifications to your site contacts when their assets are due for service.

A screenshot of the header of a Maintenance Notification PDF form.

For information on setting up Maintenance Planner, creating service levels with failure points and recommendations, assigning customer assets to service levels, and more, see About Maintenance Planner.