Quick Start (TL;DR)
Action needed by Nov 1: If you don’t opt in to Preventive Maintenance (PMs), legacy recurring Work Orders will stop generating new Work Orders.
Recurring schedules will be managed in the Preventive Maintenance section (PMs). Once migrated, you’ll find them in your sidebar under Preventive Maintenance.
Old Work Orders will remain. Anything already completed or in progress will stay on your Work Orders page and in history.
Use the new Work Orders page for faster navigation, AI-powered summaries, batch actions, and direct links to Preventive Maintenance.
👉 Learn more: Preventive Maintenance Collection
Why the Change?
We’re upgrading how repeating maintenance is scheduled. Instead of Recurring Work Orders, you’ll use the Preventive Maintenance (PMs) section. PMs provide:
More control over scheduling and triggers
Ability to set creation cadence (when Work Orders are generated, plus due dates and creation times)
Better visibility into upcoming work
Stronger reporting and compliance
Alignment with industry-standard workflows
At the same time, the new Work Orders page improves how you track and complete work with:
Cleaner layout for status/priority/assignee at a glance
Powerful filtering and saved views
Batch actions for quicker updates
Direct links from Work Orders back to their source Preventive Maintenance schedule
AI-powered closeout notes and summaries to save admin time
FAQ: Recurring Work Orders → Preventive Maintenance
What will happen to my Recurring Work Orders?
All active recurring WOs will be converted into Preventive Maintenance schedules when you opt in.
Those schedules will then live in the Preventive Maintenance section of the sidebar.
Your schedule details and frequencies will carry over.
Going forward, you’ll create a Preventive Maintenance schedule whenever you need repeating work.
What about my old Work Orders?
Any WO that already exists—completed or in progress—will remain in your Work Orders list.
You’ll keep full history (comments, photos, completion details).
Nothing will be deleted.
How do I use Preventive Maintenance (PMs)?
After migration, open the Preventive Maintenance section from the sidebar.
Review your schedules (including those converted from Recurring WOs).
Click into any schedule to adjust frequency, assignee, tasks, start/end dates, or creation cadence.
When due, the schedule will automatically generate a new Work Order.
Bulk updates: Use import/export for large-scale changes (e.g., cadence, assignments, start/end dates).
👉 How to Import Preventive Maintenance
What if I see duplicate schedules or Work Orders?
You may have had multiple recurring WOs covering the same asset/task.
A recurring WO may also generate one last WO during the transition.
👉 What to do:
Review details carefully—some “duplicates” may actually represent different teams, assets, or variations you still need.
Keep what you need.
Delete or close the rest so they don’t keep generating new WOs.
For bulk cleanup or adjustments, use Preventive Maintenance import/export to update many schedules at once.
Why will migrated Preventive Maintenance schedules use a 1-day creation cadence?
Legacy recurring WOs didn’t have consistent “create in advance” logic. To avoid guesswork, migrated schedules will default to 1 day in advance.
👉 You can adjust cadence one by one inside Preventive Maintenance, or update many at once with import/export.
What if the migrated information doesn’t look right?
After migration, open the schedule in Preventive Maintenance and edit details directly, or
Export schedules, adjust details in the CSV (assignees, cadence, start/end dates, task names, etc.), and re-import.
What happens if I delete a Work Order or a Preventive Maintenance schedule?
Deleting a Work Order does not delete its Preventive Maintenance schedule. The schedule will continue generating future WOs (except those triggered on completion, which still need an active completion to create the next WO).
Deleting a Preventive Maintenance schedule will remove any open WOs tied to it. Completed WOs will remain in history.
What if I only want one-time Work Orders?
You can continue creating one-time Work Orders directly from the Work Orders page.
What You Need to Do
Opt in by Nov 1 to keep recurring schedules generating as Preventive Maintenance.
Review your Preventive Maintenance schedules after migration to confirm details look right.
Clean up overlap: keep needed schedules, delete/close extras.
Use Preventive Maintenance import/export for bulk updates and cleanup:
👉 How to Import Preventive Maintenance
Need Help?
If you have any questions or want support during this transition, don’t hesitate to reach out to our team. We’ll make sure your move to Preventive Maintenance is smooth and your schedules keep running without disruption.