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PM notifications

PM notifications help teams follow preventive maintenance work.

Screenshot needed: PM visit notification

What this is for

Use PM notifications for assigned visits, due work, missed visits, or schedule-related updates.

Who uses it

Service engineers, office admins, and service coordinators.

Steps

  1. Click the notification bell.
  2. Look for PM-related notifications.
  3. Open the notification.
  4. Review the PM visit or schedule.
  5. Update assignment, notes, or completion status as needed.

Important notes

To be verified: final PM notification types should be confirmed after notification configuration is completed.

Common mistakes

  • Ignoring overdue PM work.
  • Opening the schedule when the notification is about a visit.
  • Not checking customer availability.