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FAQ-Upcoming PM/ Service jobs

Learn how to view them

J
Written by Jo Bigg
Updated over a month ago

Problem

When a contract has ended, how do you see upcoming Preventive Maintenance (PM) / Service jobs linked to that contract?

Solution

  • Go to the Term Details section of the contract.

    • Tick Fixed Term.

  • Go to the End of Contract section.

    • Tick Rolling Contract.

Doing this changes how the system treats the contract, letting you still view the PM schedules.


What It Actually Shows

  • Once you switch from Fixed to Rolling, you will be able to see the next 12 months of services (future PMs).

  • However, this is limited to 12 months only.

    • You cannot see beyond 12 months in advance, even if:

      • The contract end date is further away, or

      • The contract is marked as rolling.

In other words:

  • You can see the services for the next year.

  • You cannot see 24 months (or more) ahead; the system doesn’t allow it.

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