PM Schedules and Reminders
Step-by-Step Guide
Set a recurring preventive maintenance task on a unit or a whole location, get reminded before it is due, and log it when it is done. The next due date moves on by itself.
The whole feature: PM scheduling covers intervals, presets and what completing one writes.
🗓️ PM Schedules and Reminders (Always Free)
📱 Mobile App Guide
- Open PM SCHEDULES: Tap PM in the Workflow bar. Schedules are grouped by location, soonest due first.
- Create the schedule: Tap the + to open NEW PM SCHEDULE. Pick the LOCATION and, if it is for one machine, the ASSOCIATED UNIT. Give it a TITLE, or start from one of the presets.
- Set how often: Under FREQUENCY choose DAYS, WEEKS or MONTHS and the number, then the NEXT DUE DATE. Assign it to someone under ASSIGNED TO (OPTIONAL) if you work on a team.
- Choose the reminder: Under REMIND ME, pick how many days before it is due, and the TIME OF DAY. Then tap SAVE SCHEDULE.
- Complete it: When the work is done, tap COMPLETE on the schedule and confirm the COMPLETION DATE. The visit is logged in the service history and the next due date is set.
Good to know
- PM schedules are free in the app. The web dashboard is Pro.
- Unticking Active Schedule pauses the schedule and its reminders without deleting it.
- After COMPLETE, the alert offers CREATE INVOICE if you bill for the visit.
Explore More Guides
Start Tracking Smarter Today
Core tracking, barcode scanning, parts management, and maintenance logs are free forever. Upgrade to Pro for AI scanning, cloud sync, branded reports, and more.
Every plan, Pro and Team, includes a 7-day free trial for first-time subscribers
Frequently Asked Questions
Everything you need to know about the Equipment Tracker Pro guides and features.
What kind of guides are available in the hub?
Step-by-step guides for the app's features — AI scanning, QR tagging, inventory, maintenance logs, invoices and getting paid, receipts, PM schedules, work orders, maintenance plans, tenant door tags and Teams — plus an overview guide for the web dashboard. Most of the older guides carry real app screenshots; the newer ones are short worded walk-throughs that name the real buttons.
Are these guides specific to mobile or web?
Each guide has a Mobile App / Web Dashboard toggle, but most of the detailed step-by-step content lives on the mobile app (iOS & Android) since that's where most features live today. The web dashboard has its own overview guide, and we're adding more web-specific guides as dashboard features expand.
Can I access these guides offline?
The guides website needs an internet connection. On the phone, core tracking works fully offline — your equipment records, parts and maintenance logs are readable and editable in zero-signal zones — while AI scanning, AI diagnostics, cloud sync and hosted QR pages need a connection.
Who are these CMMS guides written for?
They are written for field HVAC technicians, property maintenance crews, and facility managers looking to digitize their workflows.
Do the guides include instructions for team management?
Yes — the Teams guide covers inviting your crew with a code and choosing each person's role, and there are guides for cloud sync & sharing (including transferring a building to another owner) and for the vendor check-in system, which turns a building into a QR-code entry point for contractors.