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Planned maintenance is work on a schedule rather than a report: a boiler service every year, a fire alarm test every quarter. Find it under Repairs → Planned maintenance.

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Programmes

1

Choose a service template

Templates describe the work and how often it recurs. Manage them in Settings → Planned maintenance → Service templates, with cost codes alongside.
2

Start a programme

Apply a template to a property, a block, or one asset (for example, one boiler). SortX creates the first occurrence.
3

Instruct, book, complete

When an occurrence is due, SortX gives your team a task to instruct a contractor (or, if you set the programme to, instructs your usual contractor for it). The contractor books and completes the visit as for any job.
4

Review

A person reviews every completed visit. Accepting it schedules the next occurrence. Rejecting it raises a re-visit or a repair for the remedial work.
A completed statutory visit can cite the certificate filed in Compliance, and its invoice follows Contractor invoices.

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Asset lifecycle

Record an asset’s expected life to see when it is due for replacement. You can send the landlord a replacement proposal by email; record their decision, and an approval raises a repair for the work.