Preventive schedules, calendar and vendors

Preventive schedules

1. 1Step 1: Go to Maintenance › Schedules and press New schedule.
2. 2Step 2: Enter a Title (for example "Lift inspection"), the Building, Priority, Category and Vendor.
3. 3Step 3: Set First due, how often it repeats (Every 1–60 months) and how many days ahead the request should open.
4. 4Step 4: Add Instructions; they're copied into every request.

Each morning Kelvo Nest opens a request for any schedule that's coming due, already scheduled for the due date with the vendor assigned. Use the Active switch to pause a schedule. Deleting one keeps the requests it already opened.

Calendar

Maintenance › Calendar shows a month view of every request with a visit date. Pick a day to see its agenda.

Vendors and categories

• Maintenance › Vendors: add a vendor with name, trade, email, phone and notes. Mark one inactive to stop it being picked for new work.
• Maintenance › Categories: add categories with a description. Residents pick from these when they report a repair.