What it is for
Preventive maintenance means agreeing on the next visit and then remembering it. The next maintenance is stored on the device: the app tells you a week before and has the message to the customer ready.
Set the date
Pick the date when you finish an order or on the device page.
When finishing an order
- 1. Finish the order
- If the order has a device, the app asks When is the next maintenance?
- 2. Pick the period
- 3 months, 6 months, 1 year or Don't repeat. With more than one device on the order, the date applies to all of them.
On the device page
- 1. Open the device
- At the top you see Next maintenance: May 2027, or Set next maintenance when there is no date yet.
- 2. Tap to change or remove
- Pick the day and tap Save, or tap Remove to clear the date.
Maintenance coming up
Seven days before the date, the maintenance shows on Home with the customer, device, date and what was done last time, and stays there until the date changes. That day a phone notification arrives too, even if the app stays closed.
- Contact customer
- Opens WhatsApp with the message ready. You review it and send it.
- Open order
- Opens a New order with the customer, the device and the services of the last order. Nothing is saved until you tap ✓.
- View device
- Goes to the device page, to change or remove the date.
The cycle goes on
When you finish the new order, the question comes back and the next date replaces the previous one. If you tap Don't repeat, the date just fulfilled goes away. A date still far off stays.
Device under contract
With an active contract, the device page shows the contract date, marked From the contract. The app does not ask for another date, and the device stays out of Maintenance coming up.
Who can use it
Whoever can edit devices sets, changes and removes the date: owner, admin and supervisor. Others see the date but are not asked when finishing an order.
FAQ
Does the app message the customer on its own?
No. It only opens WhatsApp with the text ready. You send it.
Does the date become an open order?
No. It is a reminder and changes neither the order count nor Financial.
I am late on a maintenance. What happens?
It stays in Maintenance coming up, with the date in red, until you finish a new order or change the date.
Can I set a date per service?
Not yet. The date belongs to the device.