Service and Maintenance

The Service tab on an asset record helps you schedule recurring maintenance and keep a log of completed service work. This tab is available for individual assets only (not bulk assets).

Service Schedule

The service schedule defines maintenance tasks for the asset.

Adding a Schedule Entry

1. Open the asset and click the Service tab.
2. Click New in the Service Schedule toolbar.
3. Fill in the schedule form:

Field	Description
Service Item	Select an existing service item from the dropdown, or enter a new one
Schedule Type	Due One-time with a specific due date, or Repeat Every with an interval (days, weeks, months, or years) and a beginning date
Show Reminder	Optionally set a reminder a specified number of days, weeks, months, or years before the due date
Notes	Additional details about the scheduled service

4. Click Save.

Completing Scheduled Service

1. Select one or more schedule entries using the checkboxes.
2. Click Complete.
3. Enter the Service Date and optional Notes in the confirmation dialog.
4. Click Save. A service log entry is created for each selected schedule, and repeating schedules automatically recalculate their next due date.

Deleting Schedule Entries

Select entries and click Delete to remove them from the schedule.

Service Log

The service log is a chronological record of all service work performed on the asset — both scheduled and unscheduled.

Adding a Log Entry

1. Click the Service Log sub-tab.
2. Click New.
3. Fill in the log form:

Field	Description
Service Item	Select an existing service item from the dropdown, or enter a new one
Service Date	When the service was performed
Notes	Details about the work performed

4. Click Save.

Deleting Log Entries

Select entries and click Delete to remove them.

Service Reports

The Reports section includes four service-focused reports:

Report	Description
Service Schedule	All upcoming scheduled service across your assets
Upcoming Service	Service due within a specified period
Overdue Service	Service that is past its due date
Completed Service	A history of completed service work