**Maintenances** is the field-service register for planned and completed maintenance visits — one-off and recurring (maintenance interval). From here you turn a visit into a **work** and **work sheets** so technicians can do the job on site.

**How to open:** **Field service** → **Registers** → **Maintenances**

You need permission to manage maintenances. If the menu is missing, ask a manager to grant access.

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## Concepts

| Term | Meaning |
|------|---------|
| **Maintenance** (list row) | One planned or completed visit (date, customer, status) |
| **Maintenance interval** | Days between visits (e.g. every 90 days) — basis for recurring service |
| **Schedule** | Recurring rule for a customer / site / equipment (service type + interval) |
| **Work / work sheet** | When you plan technicians from a maintenance — a work and sheets are created |

**Customer-level** interval — set on the customer (or “General maintenance”).  
**Equipment-level** — interval on a specific device.

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## Statuses

| Status | What it means |
|--------|---------------|
| **Planned** | Visit is on the list / calendar; a work sheet may not exist yet. |
| **Completed** | Maintenance is done (manually or when the sheet is completed). |
| **Cancelled** | Office marked the visit cancelled. |

List filters: **All**, **Planned**, **Completed**, **Without work sheet**. An **overdue** badge may appear at the top.

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## How the logic works (short)

1. Set a **maintenance interval** on the customer, site or equipment (or create a one-off visit without an interval).
2. The system keeps **one planned** next visit (last completed + interval; weekends move to Friday).
3. Office **plans work** (**Add work**) or bulk **Create work sheets** — work and technician sheets appear.
4. The technician finishes in the worker terminal; completing the sheet sets maintenance to **Completed** and advances the next due date.
5. To stop recurring, choose **Do not maintain** on the schedule; to drop one unused planned row use **Dismiss** / delete from the calendar.

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## Ways to create a maintenance

### 1) One-off visit (Maintenances register)

1. **Maintenances** → **Add maintenance**.
2. Fill **Customer** (required), optional **Site name**, **Equipment**, **Date**, **Work** (e.g. Maintenance), **Status**, **Notes**.
3. Leave **Set maintenance interval (recurring service)** unchecked.
4. **Save**.

One row is created. No work sheet until you tap **Add work**.

### 2) Recurring from the same form

1. **Add maintenance** as above.
2. Check **Set maintenance interval (recurring service)**.
3. Choose **Maintenance interval** (e.g. **90 days**) or enter days — shown as every N days.
4. Presets: **30 / 60 / 90 / 180 / 360 / 365 days**.
5. **Save** — schedule (customer + site + service type) and a planned visit are stored.

### 3) Customer / site schedule

In the customer Melian / maintenance block or schedule editor:

1. **Add schedule** (or **Edit schedule**).
2. Pick a site or **All sites (customer)**.
3. Set **Work** and **Maintenance interval**.
4. Save.

### 4) Equipment interval

1. **Field service** → **Equipment** → open a device.
2. Field **Maintenance interval** (or **Equipment maintenance interval**).
3. Set interval / schedules as for the customer.
4. History tab **Maintenances** lists that device’s visits.

Empty **Equipment** on a visit = customer / site level.

### 5) Calendar (Manager dashboard)

On the **Manager dashboard** calendar you see planned maintenances and can **Add work**, reschedule, or delete a planned row. The calendar is the planning view; the register is the list and filters.

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## Planning technicians (work + sheets)

### Single visit

1. In the register (or overdue dialog / calendar) find a row without a work.
2. Tap **Add work**.
3. In planning: **Resources** → **Assign workers** → pick **Technician**(s), mark lead if needed.
4. **Save** — work and sheets are created; the row shows the work number (**Open**).

Then technicians work as usual — [Worker terminal](https://help.flowbyte.ee/hc/wiki/articles/worker-terminal), [Works](https://help.flowbyte.ee/hc/wiki/articles/works).

### Bulk sheets

Toolbar **Create work sheets**: takes **Planned** rows with date within today + **Create work sheet before due (days)** and no sheet yet, and groups them into work sheets.

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## Overdue

When a planned date has passed and there is no work yet:

- the register shows **overdue**;
- in the dialog you can **Add work**, **Dismiss** (removes / hides that planned row), or **Dismiss all**.

**Dismiss** is not the same as status **Cancelled** — it removes an unused planned visit from the list.

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## Cancel, complete, reschedule, stop recurring

| Goal | How |
|------|-----|
| **Cancel** one visit | **Edit maintenance** → **Status** = **Cancelled** → **Save** |
| **Mark completed** manually | **Edit** → **Completed** (usually happens when the sheet is finished) |
| **Delete planned** | Calendar **Delete planned maintenance**, or overdue **Dismiss** |
| **Reschedule** | Drag on the calendar → **Reschedule visit** / **Save new time**, or change **Date** on the form |
| **Stop recurring** | On the schedule choose **Do not maintain** — recurring stops and **future planned** visits are removed |

There is no separate **Skip** button — closest actions are **Dismiss** / delete planned / **Do not maintain**.

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## Planning settings

Gear **Planning settings** on Maintenances:

| Setting | Purpose |
|---------|---------|
| **Create work sheet before due (days)** | How far ahead **Create work sheets** picks planned visits (e.g. 7 by default) |
| **Automatic planning** | When on, syncs the next planned visits from schedules |
| **Planning horizon (days)** | Stored planning / calendar horizon |

**QR contact** (separate control) is public equipment / QR page contact info — not the interval setting.

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## Service types (Work)

On the form **Work** e.g.: Maintenance, Wash, Chemistry round, Fault, Repair, Installation, Dismantling, Inspection, In order.

Recurring schedules and “next due” mainly apply to maintenance-related types; fault / repair are often one-off.

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## Typical office flow

1. Set **Maintenance interval** on the customer or equipment (or **Add maintenance** + recurring checkbox).
2. Open **Maintenances** → **Planned** (and overdue).
3. **Add work** (or **Create work sheets**) → assign technicians.
4. Technician completes the sheet → **Completed** → next due advances.
5. If the customer no longer needs service: schedule **Do not maintain**.

---

## Related guides

- [Works](https://help.flowbyte.ee/hc/wiki/articles/works)
- [Work sheets](https://help.flowbyte.ee/hc/wiki/articles/work-sheets)
- [Manager dashboard and settings](https://help.flowbyte.ee/hc/wiki/articles/manager-dashboard)
- [Worker terminal](https://help.flowbyte.ee/hc/wiki/articles/worker-terminal)
- [Technician suggestions](https://help.flowbyte.ee/hc/wiki/articles/technician-suggestions)