Equipment Renewal / Expiration Setup
Maintenance Pro allows tracking of renewals, such as inspections, registrations, and certifications—also referred to as expirations.
Renewals are tracked by date only and cannot be monitored using meter readings (miles, kilometers, or hours).
To add a renewal, select a unit from the Equipment Index to open its profile, then click the Tasks tab.
Click Renewal to navigate to the Add a Renewal screen.
- Name: Specifies what the renewal is for (e.g., registration, inspection, etc.).
- Due Date: Indicates when the renewal must be completed.
- Advance Notice: Determines how early the system will notify about the renewal. A higher number causes it to appear as Soon Due on the Equipment list further in advance.
Click Save to add the renewal to the equipment task, or Save & New to add additional renewals.
To edit or delete a renewal, access the equipment’s Tasks tab and make the changes there.
Since the due date for the License & Registration renewal is set to today, it now appears on the Equipment Index.
Click the blue arrow to the left of the unit name to view what is due. There are two ways to address the renewal:
- Move the renewal date forward so it is no longer due.
- Create a Work Order, just like any other due task.
To quickly move the renewal date forward, click the row for the renewal listed under the unit. This opens the renewal edit screen, where the date can be adjusted so it is no longer due.
To keep a record that the renewal was completed, a Work Order must be created. From the Equipment Index, click the Issue Work Order button; the renewal will be automatically added to the new Work Order.
Completing the renewal logs it in the unit’s history.
Note that adding a renewal to a Work Order and completing it will remove the renewal from the Tasks tab. Since it is not a normal recurring task, the renewal is removed once addressed. If necessary, return to the Tasks tab to add a new renewal.
