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Installations

Record technical parts of your properties, such as a central heating boiler or elevator.

An installation is a technical part of your property, such as a central heating boiler, elevator, air conditioner or solar panels. You record installations so you can maintain them properly.

What can you do with them?

  • Link installations to one or more units.
  • Record details, such as type, brand and production date, and extra information such as inspections and certifications.
  • Link installations to keys, inspections and service contracts.
  • Create a task for the installation, so you're notified about maintenance in time.

Adding an installation

Step 1 – Create the installation

  1. Go to Properties > Installations and click New.
  2. Link the installation to the right unit or units and fill in the details.

Step 2 – Schedule the maintenance

Create a task from the installation, for example a recurring task for the annual maintenance. Read Tasks.

Note: a maintenance interval isn't calculated automatically yet, for example based on the production date. So use a task as a reminder.

Maintenance and inspections

  • Do you have a maintenance contract for the installation? Record it as a service contract.
  • Are you having the installation inspected or checked? Use an inspection with your own template.
  • Does something need to be repaired? Send a work order to the service provider (contractor).

Still need help?

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