Setting up the Asset Maintenance extension

Setting up the Asset Maintenance extension

This guide shows you how to switch on the Asset Maintenance extension so you can schedule and track servicing for your assets. For what the extension does and why you'd use it, see Asset Maintenance extension: what it does.

Install and enable

  1. Go to Settings → Marketplace Extensions.
  2. Find the Asset Maintenance card (search for "asset maintenance" if it's quicker), and click it to review the details and required permissions.
  3. Click Install to add it to your system.
  4. Click Enable to switch it on. Asset Maintenance has no settings to fill in, so it activates immediately.

Settings

There's nothing to configure. Once enabled, the new fields simply appear on your assets, ready to use.

Using it day to day

Open any asset and you'll find a new Maintenance section with five fields:

  • Last Service Date — set the date of the most recent service.
  • Next Service Date — set when the next service is due.
  • Service Provider — name the contractor or team handling it.
  • Service Interval (months) — enter how often servicing is required.
  • Maintenance Notes — record anything noteworthy from the last visit.

After each service, update the last and next service dates and add a note. Save the asset and the record is kept.

Turning it off

To stop using it, open the card and click Disable — your data is kept and you can re-enable any time. To remove it entirely, click Uninstall and confirm; this purges the maintenance fields and their values from your assets.

Tip: set the Next Service Date the moment you complete a service, using the Service Interval (months) as your guide. That way every asset always has a future date on record, and nothing quietly drifts past its due date.

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