Part Associations

Maintenance Pro allows you to link parts to specific tasks. This means that whenever a recurring task is added to a Work Order, the associated parts will be automatically included—saving you time from having to add them manually.

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

Here's how to set up part associations:

1. Find the Task You Want to Add Parts To

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

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

From there, you’ll be able to add and manage associated parts for that 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 you want to edit from the list.

Next, click the name of the task you want to modify.

Adding Part Associations

At the bottom of the edit task screen, you’ll find an Add Parts button. Click it to add a part number to the task. You’ll also need to specify a quantity and price.

For example, if you enter a quantity of 5 at $10 each, every time this task is added to a Work Order, 5 units of that part will be included at $10 each, totaling $50.