The due list
The units due on your service plans, overdue first, by month and by site.
On the Unlimited plan. A free trial includes it too.
Go to People, Assets and open the Due tab. It lists the units due on your service plans, worked out from when each was last done.
What it shows
- Overdue: units whose next visit has passed.
- No last done yet: units on a plan with no record of when the work was last done. Set their last done day on the unit's page, or record the work on a job.
- Then month by month, up to the end of next month unless you choose further.
Under each, the units are grouped by site, with the customer. Each line has the unit's label, where it is, the level due, when it was last done and when it is next due. A unit is listed once for the visit that matters: a yearly that covers the six-monthly shows as the yearly.
At the top: how many sites are due this month (overdue ones included), how many units are overdue, and how many have no last done yet.
Narrow it down
Choose a Customer, a Type or a Level, or Show only what is overdue, due this month or has no last done. Up to reaches further ahead, up to twelve months.
Press a unit to open it. Every unit at this site opens the register for that site.
On Home
The Units due card says how many sites are due this month and how many of them are overdue, with the sites with the most first. It shows once a type has a service plan; add it from Add widget if your Home does not have it.
Ask the assistant
In a fire protection business, ask "Which sites are due this month?" or "What's overdue?". It answers from your own plans and records.