Part Associations

Maintenance Pro allows parts to be linked to specific tasks. When a recurring task is added to a Work Order, the associated parts are automatically included, saving time by eliminating the need to add them manually.

Part associations are most effective for tasks that consistently use the same parts. For example, a vehicle oil change typically requires the same type of oil and oil filter each time.

Setting Up Part Associations

Find the Task to Add Parts To

• Tasks can be assigned to equipment either individually or through a PM Template.

• Go to the Equipment Index.
• Click the equipment’s name to open the Equipment Profile.
• Select the Tasks tab.
• Click the name of the task to edit.

From here, parts can be added and managed for the specific task.

To edit a task within a PM Template, click the gear icon in the top right corner and select PM Templates from the dropdown menu.

Click the template to be edited from the list.

Next, click the name of the task to be modified.

Adding Part Associations

At the bottom of the Edit Task screen, click the Add Parts button to add a part number to the task. Specify the quantityand price for each part.

For example, entering a quantity of 5 at $10 each means that every time this task is added to a Work Order, 5 units of the part will be included at $10 each, for a total of $50.