← User Guides

Maintenance

build

Maintenance

Track maintenance tasks, manage assets, set up preventive schedules, and keep your properties running smoothly.

Maintenance Dashboard

The maintenance dashboard at /maintenance gives technicians and managers a real-time view of all maintenance activity across properties.

assignment_late Open Tasks

Total number of active maintenance tasks awaiting completion.

schedule Overdue

Tasks that have exceeded their expected completion date.

event Upcoming PM

Preventive maintenance tasks scheduled for the next 7 days.

priority_high Urgent

High and urgent priority tasks that need immediate attention.

Creating Maintenance Tasks

Maintenance tasks (work orders) can be created from the maintenance dashboard, the mobile app, or escalated from housekeeping.

  1. Go to Maintenance and tap the + button
  2. Select the property and optionally a specific room or asset
  3. Enter a title and description of the maintenance needed
  4. Select the issue type: HVAC, Plumbing, Electrical, Appliance, Furniture, TV/Internet, Housekeeping, Safety, or Other
  5. Set the priority: Low, Normal, High, or Urgent
  6. Assign to a technician
  7. Set an optional due date
  8. Optionally attach a photo of the issue
  9. Tap Create — the assigned technician receives a push notification

Asset Tracking

Keep a complete inventory of all equipment and appliances across your properties. Every asset gets its own profile with maintenance history, warranty tracking, photos, and lifecycle data.

Creating an Asset

  1. Go to the Maintenance dashboard and select the Assets tab
  2. Tap Add Asset
  3. Enter the asset name (e.g., "Pool Pump #2", "Room 301 HVAC Unit")
  4. Select the asset type and category (e.g., HVAC → Condenser, Plumbing → Water Heater)
  5. Choose the location — assign it to a specific room or common area
  6. Fill in equipment details: manufacturer, model number, serial number
  7. Add lifecycle info: install date, expected life (years), purchase price
  8. Add warranty info: warranty length (years) — the expiration date is calculated automatically from install date
  9. Upload photos of the equipment and its label/nameplate (up to 10 photos)
  10. Tap Save

Asset Fields

Field Description
Asset Name Descriptive name (e.g., "Lobby HVAC Unit", "Room 205 Mini Fridge")
Asset Tag / Barcode Physical tag or barcode for scanning. Asset number is auto-generated.
Type & Category Categories: HVAC, Plumbing, Kitchen, Laundry, Electrical, Safety, Exterior, Furniture, Fixture, Other
Location Property location or specific room the asset is installed in
Manufacturer / Model / Serial Equipment identification for warranty claims and parts ordering
Install Date When the equipment was installed — used for lifecycle and warranty calculations
Expected Life (years) Manufacturer-rated lifespan — PropertyPlex calculates remaining life percentage
Warranty (years) Warranty period from install date — expiration date is auto-calculated
Purchase Price Original cost for budgeting and replacement planning
Hour Meter Enable for equipment with runtime hours (generators, pool pumps). Tracks current hours and triggers hours-based maintenance schedules.
Photos Equipment photos and label/nameplate photos (up to 10 per asset)

Linking Assets to Rooms

Assets can be linked to specific rooms so you can see all equipment installed in a room and track maintenance history per room.

  1. Open a room detail from the room board or property view
  2. Go to the Assets section
  3. Tap Link Asset and select from your asset inventory
  4. The asset now appears on the room's detail page with its maintenance history

infoAsset Detail View

Opening an asset shows its complete profile including:

lightbulbLifecycle Tracking

When you set an install date and expected life, PropertyPlex automatically calculates remaining life percentage. The Asset Inventory Report flags assets approaching end of life (≤25% remaining) so you can plan replacements before they fail.

Preventive Maintenance Schedules

Set up recurring maintenance tasks to prevent equipment failures and extend asset life. PropertyPlex automatically generates work orders when tasks are due.

Creating a Schedule

  1. Go to Maintenance Schedules
  2. Tap Create Schedule
  3. Enter a task name (e.g., "HVAC Filter Replacement", "Pool Chemical Test")
  4. Optionally link to a specific asset — the generated work orders will reference this asset
  5. Add description and instructions for the technician
  6. Select the frequency (see table below)
  7. Set the start date — this is the anchor for calculating due dates
  8. Choose the default assignee and priority
  9. Optionally set seasonal months — skip months when the schedule doesn't apply (e.g., pool maintenance only May–September)
  10. Tap Save

Frequency Options

Frequency Description Example
Daily Every day, or specific days of the week Lobby cleaning checklist (Mon–Fri)
Weekly Once per week on a specific day Pool chemical test every Tuesday
Biweekly Every two weeks on a specific day Grease trap cleaning every other Friday
Monthly Specific day of month, or nth weekday (e.g., 2nd Tuesday) Fire extinguisher inspection on the 1st
Quarterly Four times per year in specified months HVAC filter replacement (Jan, Apr, Jul, Oct)
Semi-Annual Twice per year in specified months Roof inspection (Apr, Oct)
Annual Once per year in a specified month Fire alarm system certification (January)
Hours-Based Based on equipment runtime hours (requires hour meter on asset) Generator oil change every 500 hours

How Work Orders Are Generated

infoAuto-Generation

lightbulbPreferred Time of Day

Set a due time hour on a schedule to control when generated work orders are due. For example, set a daily lobby checklist to 6 AM so it appears at the start of the morning shift.

Priority Levels

Use priorities to ensure the most critical issues are addressed first.

Priority Response Time Examples
Urgent Within 2 hours Burst pipe, gas leak, elevator stuck, fire alarm malfunction
High Within 8 hours HVAC failure in occupied room, broken lock, hot water outage
Normal Within 24 hours Leaky faucet, flickering lights, noisy appliance
Low Within 48 hours Cosmetic damage, squeaky door, scheduled filter change

warningEscalation

Tasks that exceed their expected response time are automatically escalated to the next priority level. Managers and admins receive push notifications when tasks are escalated.

Maintenance Reports

PropertyPlex includes several predefined reports for maintenance and asset analysis, plus a flexible report builder for custom queries. See the Reports Guide for full details.

assignment Work Order Summary

Work orders by status, priority, and assignee for any date range. Includes total hours and avg resolution time.

inventory_2 Asset Inventory

Complete asset list with lifecycle status, warranty dates, condition, and end-of-life flags.

trending_up Common Issues

Recurring problems grouped by issue type, room, asset, or keywords. Identifies patterns.

hotel Room History

Complete work order history per room. Great for year-end owner reports.

All reports can be exported to Excel with custom styling, company branding, and summary statistics. See the Reports Guide for export options and the report builder.

arrow_back Back to User Guides