You are able to automatically schedule your preventative fixed asset maintenance schedule when you have both Happy Asset: CapEx & Renos as well as Happy Property.

Once you have added your Fixed Asset(s) load up the manufacturer-recommended maintenance schedule. These maintenance activities are then created in our Happy Property: Tasks product as work orders. They are created 2 weeks in advance of their scheduled date.

Setting up maintenance activities

Step 1: navigate to your fixed asset

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Step 2: In the Preventative Maintenance tile click Add New Schedule

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Step 3: Once you've created your schedule, ensure you have a maintenance start date set. The automatic scheduling of activities will only start once this date has been set. To set the maintenance start date use the three-dot icon in the top right corner and select the option Edit Fixed Asset. Scoll down the side drawer and edit the Maintenance Start Date.

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