Maintenance tab

The Maintenance tab, found under Setup > Items > Item details, contains settings for customer-owned items, pre/post-hire inspections, and scheduled inspections.

Use Customer Owned to assign the item to a specific customer.

This is useful when you service, maintain, or track equipment that belongs to your customers rather than your own business.

If you regularly manage customer-owned equipment, consider creating a dedicated Item Type, such as Customer Owned, to make these items easier to identify and manage.

Use the Pre/Post Inspections settings to assign default inspection checklists to the item:

• Pre Inspection Checklist – select the checklist to use when inspecting the item before hire.

• Post Inspection Checklist – select the checklist to use when inspecting the item after hire.

These settings allow different inspection requirements to be applied before and after an item is hired.

Use Scheduled Inspections to configure recurring maintenance or inspection requirements for the item.

You can configure up to two service intervals, each with its own Inspection Checklist. Enter each Service Interval in days and select the checklist that should be used for that interval.

For example, an item could have one inspection every 90 days and another every 365 days, with a different checklist for each inspection.

This is useful for equipment that requires multiple types of scheduled inspections at different intervals.

Existing maintenance records for the item are displayed at the bottom of the Maintenance tab.

You can also create a maintenance record directly from the item using:

• New Pending Service – creates a new pending maintenance record.

• New Completed Service – creates a new completed maintenance record.