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Work Orders For PM Service

To Create Preventative Maintenance (PMs) Work Orders

  • The EASIEST place to View Upcoming PM Services is the ‘Service Reminders’ Page

  • Find Vehicles with Upcoming Services to Schedule

 

[Standard Navigation / Reminders / Service Reminders / […] / Add To Work Order]

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  • Sort by ‘Next Due’, ‘Due Date’, ‘Service Task’ or ‘Vehicle’.

  • Identify the Vehicle/Service Tasks you want to complete.

  • For each Service Task, click on the […] on the Right Side of the Task.

  • Click on ‘Add to Work Order’.

  • Some Vehicle Info will self-populate into the W.O.