Equipment Renewal / Expiration Setup

Maintenance Pro allows you to track renewals such as inspections, registrations, and certifications—also referred to as expirations.

Renewals are tracked by date only; they cannot be monitored by 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: Indicates what the renewal is for (e.g., registration, inspection, etc.).
Due Date: Specifies when the renewal must be completed.
Advance Notice: Sets how early you want to be notified about the renewal. A higher number means it will appear as Soon Due on your Equipment list further in advance.
Click Save to add the renewal to the equipment task.
Click Save & New to add additional renewals.
To edit or delete a renewal, go to the equipment's Task tab and make the changes there.

Because the due date for the License & Registration renewal was set to today, it now appears on the Equipment Index.

Clicking the blue arrow to the left of the unit name reveals what’s 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 you would for any other due task.

To quickly move the renewal date forward, click the row for the renewal listed under the unit (as shown above). This opens the renewal edit screen, where you can adjust the date so it is no longer due.

Note:
Updating the date this way does not create a record of the renewal being addressed. The date will be moved foward for the next time it's due.

If you want to keep a record that the renewal was completed, you’ll need to create a Work Order. From the Equipment Index, click the Issue Work Order button, and the renewal will be automatically added to the new Work Order.

Completing the renewal will log it in the unit’s history.

However, please be aware that adding a renewal to a Work Order and completing it will remove the renewal from the Tasks tab. As it's not a normal recurring task, the renewal is simply removed when it has been addressed. Make sure to go back to Tasks and add a new renewal in its place if needed.

Note:
Adding a renewal to a Work Order and completing it will remove the renewal from the Tasks tab. As it's normal recurring task, the renewal is simply removed when it has been addressed. Make sure to go back to Tasks and add a new renewal in its place if needed.