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Asset management · 4 steps

Schedule maintenance and service jobs

Log work orders and service requests against an asset, and set up repeating preventive schedules so nothing is missed.

1Open Maintenance

Go to Asset Management → Maintenance. Each row shows the task, the asset, its Type, the Scheduled date, Cost and status. Filter by Open, Scheduled, In progress or Completed.

Scalar360 screen: Open Maintenance
Numbered outlines show what to click, in order.

2Log a job against an asset

Choose Log maintenance, search for the Asset, and pick the Type — Work order, Service request or Preventive. Enter a Title, the Scheduled date, an Estimated cost and who it is Assigned to.

Scalar360 screen: Log a job against an asset
Numbered outlines show what to click, in order.

3Make it repeat

For Preventive, Next due and Repeat every (days) appear. Enter 90 and the schedule comes round every 90 days; leave it blank for a one-off job.

Scalar360 screen: Make it repeat
Numbered outlines show what to click, in order.

4Automate reminders and work orders

Open Asset Management → Settings → Preventive. Turn on Auto-generate work orders to create a work order when a schedule falls due, and set the Reminder lead time (days) to be notified in advance.

Scalar360 screen: Automate reminders and work orders
Numbered outlines show what to click, in order.
Read the asset dashboardSee what the business owns, what it is worth today, where each asset stands, and which warranties and service jobs need attention.Raise an asset purchase or service requestAsk for a new asset or a repair, with an estimated cost and the people who must approve it, and follow the request until it is fulfilled.

Still stuck? Contact our support team — or start a free trial to try this in your own company.