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Help Center Fleet ManagementPreventive Maintenance (PM) Schedules

Preventive Maintenance (PM) Schedules

5 min read

Updated January 18, 2025

Preventive MaintenancePMSchedulesTemplatesAutomation

On this page

What is Preventive Maintenance?PM Triggers PM Templates Assigning PM to Vehicles PM Due Alerts Converting PM to Work Order

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PM schedules ensure vehicles receive regular service before problems occur with automated tracking and alerts.

What is Preventive Maintenance?

PM schedules ensure vehicles receive regular service before problems occur:

Oil changes

Filter replacements

Brake inspections

Safety certifications

PM Triggers

Schedules can trigger based on:

| Trigger | Example |

|---------|---------|

| Mileage | Every 5,000 miles |

| Engine Hours | Every 250 hours |

| Time | Every 3 months |

| Combined | Whichever comes first |

PM Templates

Templates define standard service procedures:

Go to Maintenance → PM Schedules → Templates tab

Click + Create Template

Define:

- Template name

- Asset type (vehicle, trailer)

- Trigger type and interval

- Checklist items

- Estimated duration

- Required parts

Save template

Assigning PM to Vehicles

Open vehicle detail → PM Schedules

Click Assign PM Template

Select template

Set starting baseline:

- Current mileage

- Current engine hours

- Last service date

Confirm assignment

PM Due Alerts

When PM is approaching:

Dashboard widget shows upcoming PMs

Vehicle card displays alert badge

Notification sent (if enabled)

When PM is overdue:

Status changes to "Overdue"

Alert color changes to red

May require acknowledgment

Converting PM to Work Order

When PM comes due:

Click Create Work Order on the PM schedule

Work order pre-populates from template

Assign technician

Complete as normal work order

PM counter resets automatically

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Help Center | Preventive Maintenance (PM) Schedules | Help Center | PortaPro Software