Preventive Maintenance (PM)

What is Preventive Maintenance?

Instead of waiting for things to break, you maintain them on a schedule.

Examples:

• Lubricate chains every 7 days
• Replace filters every 30 days
• Inspect belts every 14 days

Setting Up PM

1. Go to Equipment
2. Click on an equipment item
3. Find the PM Schedule section
4. Set:

- Interval: Every X days

- Last Done: When PM was last performed

How It Works

PM interval set to 30 days
  ↓
Day 25: Warning appears
  ↓
Day 30: PM is "Due"
  ↓
Day 35: PM is "Overdue" (red alert)
  ↓
You complete PM
  ↓
Timer resets

PM Reminders

The system warns you:

• 5 days before: Yellow warning
• On the day: Due now
• Past due: Red alert

The AI Coach also mentions overdue PM in your daily briefing.

PM Calendar (Desktop)

On desktop, the Equipment page shows a PM Calendar: a monthly view where each PM appears on its due date.

• Navigate months with the left/right arrows
• Click "Today" to jump back to the current month
• Overdue PMs appear in red on past dates
• Click any PM card to see full details (coverage, frequency, due date, last completed)
• Drag and drop a PM card to a different day to reschedule it (managers only)

Zone PMs cannot be rescheduled by drag-and-drop.

PM Dashboard (Mobile)

On mobile, PMs display in a collapsible dashboard grouped by:

• Overdue: with a "Do Now" button to create a work order immediately
• Due This Week: with a "Schedule" button
• Upcoming: next 30 days

Tap the header to expand or collapse the dashboard.

Completing PM

1. Do the maintenance work
2. Go to Equipment
3. Click Mark PM Complete
4. The timer resets

Tip

Start with critical equipment. Add PM schedules for your 5 most important machines first.