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How to Set Up Seasonal Preventive Maintenance (PM) Schedules

How to set inactive periods to allow for seasonal PM creation.

Updated this week

Available On: Enterprise


Not all assets operate year-round. If your preventive maintenance (PM) schedules continue to run during off-seasons, it can lead to unnecessary work orders, cluttered calendars, and confusion


Seasonal PMs in UpKeep solve this by letting you define inactive periods β€” times when your assets don’t require maintenance


When to Use Seasonal PMs

Seasonal PMs are ideal for assets or facilities that operate on a seasonal basis, such as:

  • HVAC systems that only run in the summer

  • School campuses closed for part of the year

  • Ski equipment or recreational assets used only in winter

  • Buildings or rental spaces with limited seasonal occupancy


How to Add Inactive Periods to a PM

  1. Open the PM

    • Go to Preventive Maintenance in your UpKeep account

    • Select the PM you want to edit

  2. Edit the Schedule

    • Click Edit Schedule on the PM

    • Scroll down to the Inactive Periods section

  3. Add an Inactive Window

    • Choose the Start Date and End Date for when maintenance is not needed (for example, October through April)

    • Select Done to save your changes

  4. Automatic Adjustments

    • Once saved, the Next Due Date will automatically skip over inactive months

    • The PM will resume scheduling once the inactive window ends

  5. Add Multiple Inactive Periods (Optional)

    • You can define several inactive windows for the same PM if your asset has multiple seasonal gaps

  6. Bulk Import and Export (Advanced)

    • Seasonal inactive periods can also be imported or exported for easier bulk management across multiple assets


Benefits of Seasonal PMs

  • Avoids generating unnecessary work orders

  • Keeps maintenance calendars relevant and accurate

  • Simplifies scheduling for seasonal operations

  • Supports bulk editing through import and export


Example Scenario

A cooling system runs continuously during summer but is idle during winter
By setting an inactive period from October 31 – April 1, the PM automatically pauses during winter and resumes in spring β€” ensuring maintenance is only scheduled when the asset is in use

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