Scheduling & Tracking Repairs

In Maintenance Pro, you can create Repair Requests for urgent equipment repairs outside regular maintenance. To create one, go to the Equipment Index, click the action gear next to the equipment, and select Repair Request.

This will bring you to the New Repair Request screen.

• The Equipment field should already be filled if you created the repair request from the Equipment Index. If not, select a unit from the dropdown.
• In Repair, type the name of the repair to be done. If it doesn’t exist, enter the name and click the blue Add bar.
• Due by defaults to today’s date to mark it as overdue. If the repair can be done later, select the appropriate due date. Overdue items appear on the equipment list once the date passes.
• Requestor is the person making the repair request.
• Repair type categorizes the repair (e.g., body work, electrical) but can be used as needed.
• Priority indicates the severity of the repair compared to others to help prioritize work.
• Notes allows you to add extra details about the repair.
• Add Picture lets you upload an image of the broken item for clarity.
• Click Save to save the repair request, or Save & New to save and immediately create another request.

Viewing The Repair Request

Since the due date was set to today, the repair request now appears as due on the Equipment Index.

By opening the equipment profile and selecting the Tasks tab, you can view the repair request.

Click the repair request name to view details or make adjustments.

If the repair request was entered by mistake or is no longer needed, use the Delete button at the bottom of the Update Repair Request screen.

Once the repair request is active, a Work Order can be issued to address and complete the repair.