This support article will help walk through how to set up new Preventative Maintenance schedules in your Ecotrak account.

Step 1: From the dashboard of your Ecotrak account, you will select the Preventative Maintenance module on the left hand side of you screen to navigate to the PM module.

Step 2: Once you have navigated to the PM module, you will click on the "Add New" button at the top left area of the PM module to begin to create a new PM.

Step 4: On the right hand side you will see the Add Preventative Maintenance menu appear. This is where you will enter in the info to create the new Preventative Maintenance schedule you need to make. Highlighted in blue in the below screenshot you will see a couple tabs to fill out. In these tabs you will set up the title of the PM, enter in the asset group, select the trade you wish to use, select the category and priority level, and lastly choose the Service Provider that the PM needs to be sent to.

*NOTE: If no Service provider is selected, the PM will send to the rank 1 vendor for the trade you select.

Step 5: Once you have filled out the info covered in the above screen shot, you will then proceed to enter in the NTE(Not To Exceed) amount for the PM. Next, you will see the location tab, when you select it a drop down will appear with all the locations in your account. You can then select the locations that you would like this PM to created for.

Step 6: The final part of setting up the PM is to select which service frequency you would like this PM to follow. There are two options, Service by Month or Service by Day. If you select Service By Month, you will select the months of service that you would like this PM to generate maintenance work orders for the PM you are creating. You will then select the Day of the Month to send out the PM.

Next, if you choose Service by Day, then you will type in the days between the service. For example: if you type in 60 days, then the PM will generate a maintenance work order every 60 days for this PM.

Once you have chose which service frequency you will use, you will type in how many days in advance you would like the PM to generate maintenance work orders, and choose the starting date(Day the PM becomes live). Once you enter this info it will autodisplay when the next service date will be(next day the Pm will generate a work order).

Step 7: Lastly if there is an attachment you would like to be sent out with the work orders that get generated for this PM, you can upload an attachment by clicking on the "browse files" button or dragging the attachment into the attachment area highlighting below.

Step 8: Once you have filled out all the info for the PM you are building, you will click on the "Add" button at the bottom right corner of your screen to save and create the new PM.